 |
|
|
 |
New Member
|
|
Jan 23, 2006, 10:50 AM
|
|
Substantial Presence Question
Hello All
I came to United States on September 15th , 2005 on F-2( Dependent) visa with my husband, On November 30th my L-1 got approved and I started working for a company on 13th December.
What form should I feel, 1040-NR or 1040
Please advise, and Can my husband claim me a dependent as I got my L-1 almost in December
Thanks
Charu
|
|
 |
Senior Tax Expert
|
|
Jan 23, 2006, 12:04 PM
|
|
Charu:
It is likely that your husband needs to file Form 1040NR.
As to whether you should file or whether your husband can claim your as a dependent, there are a number of questions that need to be answered:
- What is your (and your husband's) nationality?
- Did you receive any pay in 2005?
- Do you have an Individual Tax Identification Number?
Once I have answers to these questions, I can provide complete answers to your query.
|
|
 |
New Member
|
|
Jan 24, 2006, 02:14 PM
|
|
Substantial Presence Question
Dear Atlanta Tax Expert
- What is your (and your husband's) nationality?
He is an Indian
- Did you receive any pay in 2005?
Yes, I received 1 paycheck from 13th December to 25th dec
- Do you have an Individual Tax Identification Number?
I have a social security number issued to be in December of 2005, befroe that I was on my husbands dependent visa to didn't had SSN from Sep to Dec
Thanks
Nitin
Charu:
It is likely that your husband needs to file Form 1040NR.
As to whether you should file or whether your husband can claim your as a dependent, there are a number of questions that need to be answered:
- What is your (and your husband's) nationality?
- Did you receive any pay in 2005?
- Do you have an Individual Tax Identification Number?
Once I have answers to these questions, I can provide complete answers to your query
|
|
 |
Senior Tax Expert
|
|
Jan 24, 2006, 05:53 PM
|
|
Nitin:
Because you earned income, your husband cannot claim you as a dependent on his Form 1040NR.
You can file Form 1040NR-EZ for yourself, but it is likely your personal exemption ($3,200), not to mention the standard deduction ($5,000) will more than cover your salary. The rest of the deduction and exemption will go to waste unless you opt to file under the First Year Choice (see IRS Pub 519 for details).
It will require that you file an extension (Form 4868) and wait until early June 2006 to file your Form 1040 jointly with your husband as a resident alien, but it will allow your husband off offset almost $7,000 in income with your personal exemption and standard deduction.
|
|
 |
New Member
|
|
Jan 25, 2006, 11:32 AM
|
|
Last question
Dear Atlanta Tax Expert
Thanks so much for your time, but I am little confused with your post
You Said:
""It will require that you file an extension (Form 4868) and wait until early June 2006 to file your Form 1040 jointly with your husband as a resident alien, but it will allow your husband off offset almost $7,000 in income with your personal exemption and stnadrd deduction""
Does this mean that my husband also has to apply for an extension, my husband is on F-1 visa and currently working on his OPT with a company,
Since he started working in march, his eastimated income for 2005 is about 40k.
How much do you charge to do Tax Returns for Married Couples, we will really like to use your services, my husband has contacted you in past but he lost your phone number.
Please advise
Charu
|
|
 |
Senior Tax Expert
|
|
Jan 25, 2006, 08:17 PM
|
|
Charu:
Yes, you must both file an extension.
Filing together would save your husband over $1,000 in federal income taxes.
E-mail me at [email protected]. I will quote my rates via e-mail, but I will not post them on a public forum. I expect that you will find them to be very good when compared to a local tax professional.
|
|
Question Tools |
Search this Question |
|
|
Add your answer here.
Check out some similar questions!
Substantial Presence Test
[ 8 Answers ]
Dear Atlanta Tax Expert,
I've been browsing through this forum and have found your responses quite informative. Considering April 17th is the deadline I have a question at the 11th hour. :o
I came to US on H1B in Oct 10th 2004, for the first time. I was here till Jan 10th 2005, when I went...
F1 to H1 passing substantial pres. Test plus married
[ 1 Answers ]
Hi,
Thanks for providing insightful information at the site. Though, I am not sure about my exact situation. Here it goes:
I was on F1 until May 2005 in Massachusetts and then moved to California for work on H1B (thus passing the subs. Presence test). Besides, I got married in Dec 2005 in US to...
1040NR-EZ substantial Presence Test
[ 3 Answers ]
Dear Atlanta Tax Expert,
I am F1-OPT-H1 and F1 Status in the Entire 2005.I am wondering what exactly sustantial Test means, I went through IRS website and according to the Instructions this is how I have to do the Test for myself.
I was physically present in the United States on...
Substantial presence test
[ 1 Answers ]
Thank you Atlanta Tax Expert for answering my question regarding OPT/H1.
Since I have been on my H1 only for 92 days , do I still meet the substantial presence test ?
I was looking at a Tax software that prepares 1040 NR EZ and the Form 8843for international students. I took a test where I...
OPT -H1 substantial presence test
[ 1 Answers ]
I got my H1 on the 7th of aug, before which I was on OPT . Would I qualify for substantial presence test 183 days after the 7th of August to claim $ 5000 as being on f1 I won't be able to claim the same, if I'm right.
Or is it 183 days during a particular calendar yr?
Since I am an indian can I...
View more questions
Search
|