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2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual
[版面:交税与退税][首篇作者:jimwenn] , 2019年08月14日16:11:58 ,223次阅读,4次回复
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jimwenn
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发信人: jimwenn (漏中的水), 信区: TAX
标  题: 2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual-status
关键字: tax return,resident alien,dual status
发信站: BBS 未名空间站 (Wed Aug 14 16:11:58 2019, 美东)

从TurboTaxTurboTax论坛搬出来的,所有都是英文,见谅。

I came to the U.S. on F1 visa in Aug 2011 until July 2017 and stayed most of
time in the US. Then I worked outside of the US between July 2017 and Nov
27, 2018. Then I moved back US on Nov 28, 2018 until now on L1 visa. The
days in the US are as following: 365 days for 2016; 191 days for 2017; 34
days for 2018; 225 days for 2019. From 2011 to 2015, I claimed as non-
resident alien; I claimed as resident alien for 2016 and 2017.

For the 2018 tax return, I did the substantial presence test using the
criterions.
1. 31 days during the current year, and
2. 183 days during the 3-year period that includes the current year and the
2 years immediately before that, counting:

For the 2018 tax return purpose, does the current year means 2018? If it
means 2018, my substantial presence days is 34+191/3+365/6=158.5 days. So I
can’t file tax return as resident alien anymore. Is it right?

To maximize the tax return, I am thinking about taking advantage of dual-
status using First-Year Choice. But it seems I am not eligible, because I
claimed as resident alien for 2017 tax return.

Here is the reference I cited from IRS
https://www.irs.gov/publications/p519#en_US_2018_publink1000222172
If you do not meet either the green card test or the substantial presence
test for 2017 or 2018 and you did not choose to be treated as a resident for
part of 2017, but you meet the substantial presence test for 2019, you can
choose to be treated as a U.S. resident for part of 2018. To make this
choice, you must:


My wife is always with me and we have same tax resident status. She has no
income. Besides, we have two kids, so I want to file a joint tax return and
claim child tax credit. Can anyone help me figure out how I should file tax
return for 2019?

Thanks in advance.
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fakeshawn
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发信人: fakeshawn (spoon!), 信区: TAX
标  题: Re: 2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual
发信站: BBS 未名空间站 (Thu Aug 15 17:23:14 2019, 美东)

这是个很有趣的情况。看来你2018年不能报resident。
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jimwenn
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发信人: jimwenn (漏中的水), 信区: TAX
标  题: Re: 2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual
发信站: BBS 未名空间站 (Fri Aug 16 16:01:30 2019, 美东)

我也觉得不能报resident,甚至dual-status也不行。我都想报non-resident了,昨天
打电话问了一个CPA,他说我可以报resident,我都糊涂了。
回复的好少呀,估计大家看得透都晕了,我做一下summary吧。
2011年8月来美,F1身份,2011~2015财年都是报non-resident。2016财年报resident
。2017年7月离开美国,当年报resident。2018年11月底回美国工作至今,L1身份。近
几年在美呆的时间如下:365 days for 2016; 191 days for 2017; 34 days for 2018
; 225 days for 2019.
2018年substantial presence days是34+191/3+365/6=158.5 days,不满足183天的要
求;但是2019年的substantial presence是满足要求的,故意拖到现在才报税,想着能
不能找找其他报税方式,如dual-status,但是好像也不满足dual-status其中一条要求
(前一年,即2017年,不能报resident),家有两小孩,老婆无收入,希望能够多报点
。麻烦大家帮帮忙了。
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jimwenn
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发信人: jimwenn (漏中的水), 信区: TAX
标  题: Re: 2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual
发信站: BBS 未名空间站 (Thu Aug 22 15:37:45 2019, 美东)

现在税版都没人关注了?
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Monfucius
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发信人: Monfucius (莽夫子), 信区: TAX
标  题: Re: 2018年报税,情况太复杂了,都不知道选择1040,1040NR or dual
发信站: BBS 未名空间站 (Fri Sep  6 14:20:26 2019, 美东)

上面不是都有人关注了吗
--
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