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Instructions and Help about When to file Form Instructions 1040-A

Hello good morning everybody hope you're all doing great this is your tax consultant under Kumar k-va-t Oh tanks comm one of the other questions that we receive is another should we file a 1040 or a 1040 Ana and there are so many forms you know out in the market you see a 1040 EZ 1048 and 40 n are easy which one do I filed under should I file a 1040 or 1040a NR now the answer is very very simple if you are a resident file a 1040 if you are a non-resident file a 1040 Ana don't worry about than 48 and 40 is 8 and 14 are easy the main two forms are this one is form 1040 form one zero four zero and the other one is form one zero four zero n R that is for non-residents now the question arises who is a resident and non-resident so if you are somebody in u.s. for at least 183 days during the tax year you are treated as resident also if you are married to a u.s. citizen or a u.s. resident there are provisions where in a non resident spouse can be elected to be treated as a resident by the resident spouse and there are also other tests like you know substantial presence test first your choice test where and there are dual status alien concepts also but to keep it all simple if you are somebody who stayed in US for at least 180 degree days during the tax year you will be treated as resident and you will be entitled to file a form one zero four zero however this rule does not apply to students over on f1 students by default and they are treated as non-resident aliens and they have to file a Form one zero four zero and are thank you Music.


What should be some considerations to keep in mind when filing 1040 NR for 2013?
You might be able to file Form 1040NR-EZ rather than Form 1040NR. See the Instructions for Form 1040NR-EZ (2022). You can deduct state and local income taxes that were withheld in 2013.You do not get credit in California for the Federal taxes that you pay.You may need to file Form 8833 if you are claiming tax treaty benefits (it does not seem as though you are from the evidence that you provide).
What is the best way for a person on an OPT/H1B visa to file taxes his or her self and what is the software, if any, that can be used to accomplish this?
Disclaimer: I am not a tax consultant and this is completely my own take on the matter.Filing for tax in OPT can be tricky because of the sheer number of rules and conditions that apply when you are an 'alien' and also 'student'. I will try to cover the basics.The first thing that you want to check is your tax residency. Now tax residency is completely differet from your immigration status in US as considered by USCIS and other federal institutions. Here is the link for webpage from IRS that has all the rules to determine your tax residency.Determining Alien Tax StatusThe Substantial Presence Test part has been explained very well by Xuan, so do read it.Now if you are on OPT then generally you would fall under these three categories:1. You are on OPT as of 31st December or last date of your stay in USA. In this case you will be a non-resident alien for tax purpose. The form you should be looking for 1040NR or 1040 NR EZ, the first one is for itemized deductions and the 2nd one for standard deduction. Now if you happen to be from India, you are still able to claim standard deduction (for single person born after 1st January 1950, it is $6200) because India has a Tax Treaty with USA (US India Income Tax Treaty - Article 21) that allows students to claim standard deduction. This needs to be mentioned in Point 11 of 1040 NR-EZ form. As mentioned by Xuan here, the easiest way to file is to use Glacier Tax Preparation software. Here is the link for Glacier. Glacier automatically does Form 8843 for you. Many schools offer this software for free to their students, so do check out your international office or registrar's office. GLACIER Tax Prep - Home2. You are on OPT but you have been student for more than five years in USA.You have established tax residency so you can use form 1040 (itemized) or 1040 EZ (standard) to file your tax return. You can also use popular software such as TurboTax and H&R Block. There are many discounts available for TurboTax and H&R blocks such as Discover Card and State Farm members; so do explore.3. You were on OPT till 30th September and you are on H1b from 1st October. This one is crazy, so hang tight. Glacier will consider you as a non-resident alien and do a 1040 NR-EZ. I went through the form 519 of IRS (Page on irs.gov ) and as I understood, you also need to complete form 8843 along with 1040 NR-EZ. However you can not claim the tax treaty benefit anymore because you were on H1b visa on the last day of your stay in USA. You can still claim an amount of $3950 as an individual exemption. (Point 13 of 1040 NR-EZ). You are probably better off with doing an itemized deduction in this scenario which may be well above $3950, with form 1040NR. Even though your question is how to do it by yourself, I would advice you to seek a reputed tax consultant if you fall in the third category and go with Itemized Deductions with form 1040NR. If you want to do it yourself, the schedule of items that can be deducted is different from what a Resident Alien can, so read the instructions:http://www.Internal Revenue Service/pub/irs-pdf/i1040nr.pdfWhen you are talking to your consultant make sure that he/she understands filing for non-residents well. If someone is claiming he/she can get you way above what others are telling, I would stay away from them. You may have to file FBAR also. Read the instructions here: Report of Foreign Bank and Financial Accounts (FBAR).Finally, I would say chances that your IT return will be audited by IRS is fairly low, but an my advice is avoid incorrect filing. The larger the sum of your return, the higher is your risk of being audited. Best of luck! :)Edit: I put this together long back, and tax rules have changed. Please refer to the current tax laws for filing your return. Thanks!
What information do you need to know to determine whether a taxpayer is required to file a return?
In the United States, with regard to federal income tax only, you need to know:whether the individual is a citizen, a non-citizen national, a lawful permanent resident, or some other category, and if in the u201csome other categoryu201d, how many days that person has been physically present in the United States over the past year, and possibly also the year preceding and the year before that as well;how much money that person earned through:wages on which Social Security taxes were collected,wages on which Social Security taxes were not collected,self-employment, andall other types of income not listed above (such as interest, dividends, royalties, capital gains, or gambling winnings);whether the person sold a home during the prior year;whether the person received payments from a retirement plan (including Social Security), and if so how much;how old the person is (specifically, whether or not under 19 and whether or not over 65);if the person is blind;whether the person is married, or not, and if not married, whether the reason for that was that the personu2019s spouse died during the past year;whether the person has children, and if so how many and whether or not they live with him or her;whether anyone else can claim the person as a tax dependent; andwhether the person received any advance payments of the health insurance marketplace premium credit during the prior year.And that doesnu2019t quite prall the information required to definitively determine whether a particular person is required to file a US federal income tax tax return; thereu2019s still a few edge cases that require information beyond the facts on this list to determine if a return is required. Also, not all of these facts will be required for every person.The instructions for Form 1040 (and its variants, Form 1040A and 1040EZ), for resident taxpayers, and Form 1040NR (and its variant, Form 1040NR-EZ), for nonresident taxpayers, have instructions that one can follow to determine if a filing is required, and if so what form must be used. Note also that if youu2019re not a US citizen, US non-citizen national, or US lawful permanent resident, youu2019ll also have to figure out whether youu2019re a resident taxpayer or a nonresident taxpayer in order to decide whether to file Form 1040 or Form 1040NR before you can figure out if you have to file at all. The IRS has a publication for that, too: Publication 519 (2022), U.S. Tax Guide for Aliens. (US citizens, US non-citizen nationals, and US lawful permanent residents are always u201cresident taxpayersu201d, even if they do not live in the United States.)The rules for when a state return is required are, of course, separate and distinct.
How can you tell whether you should file an IRS Form 1040a or 1040ez?
For the current filing season, 2022. form 1040-EZ and 1040-A have been discontinued.If you are talking about filing recent prior year returns, form 1040-EZ was for if you are reporting wages, interest interest income under $1,500, and/or unemployment compensation and pretty much nothing else. You cannot report dependants on a 1040-EZ.1040-A if for when you have interest income over $1,500 and/or have dependants.Neither forms allow you to itemize deductions. There are other things to know as well. You can review the instructions at these links:About Form 1040-EZ | Internal Revenue ServiceAbout Form 1040-A | Internal Revenue Service
Is it more beneficial to file Form 709 Gift Tax than the 1040 (A -X -EZ) for 2019?
Form 709 is for the giver of gifts exceeding $15,000 per person per year (double that for spouses giving jointly, double again if the recipients are married and the gift is to both). Instructions for Form 709 (2022)Form 1040 is for your own income tax - and gifts are not taxable income to the recipient.
If an undocumented resident wants to pay taxes and she is paid in cash by her employer, how can she file taxes when she applies for an ITIN? Does she use a Schedule C Form 1040 or a Form 4852?
Schedule C is used if the person is self-employed. Form 4852 is used for employment. There is a difference.
What is Foreign Tax Identification Number (TIN) and how to get this number?
Iu2019am answering you on the assumption that you are asking about Individual Taxpayer Identification Number (ITIN)You must obtain an ITIN if:1. You do not have an SSN and are not eligible to obtain one.And2. You identify with one of the following categories.u2022 Nonresident alien who is required to file a U.S. tax return.u2022 U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return.u2022 Dependent or spouse of a U.S. citizen/resident alien.u2022 Dependent or spouse of a nonresident alien visa holder.How do I get one?Option 1You can file Form W-7, Application for IRS Individual Taxpayer Identification Number, with your federal income tax return. You must also include original documentation or certified copies from the issuing agency to prove identity and foreign status. If you qualify for an exception, then file Form W-7 with your proof of identity and foreign status documents.Mail your W-7, tax return, proof of identity, and foreign status documents to:Internal Revenue ServiceAustin Service CenterITIN OperationP.O. Box 149342Austin, TX 78714-9342You will only file a tax return to the address above once, when you file Form W-7 to get an ITIN. In subsequent years, when you have an ITIN, you will file your Form 1040, 1040A, and 1040EZ as directed in the form instructions.Option 2You can apply for an ITIN in-person using the services of an IRS-authorized Certified Acceptance Agent or visit an IRS Taxpayer Assistance Center. This will prevent you from having to mail your proof of identity and foreign status documents. After processing, the IRS will issue your ITIN through the mail. You will then file your Form 1040, 1040A, and 1040EZ as directed in the form instructions.When should I apply?You can apply for an ITIN any time during the year when you have a filing or reporting requirement. At a minimum, you should complete Form W-7 when you are ready to file your federal income tax return by the returnu2019s prescribed due date. If the tax return you attach to Form W-7 is filed after the return's due date, you may owe interest and/or penalties.How long does it take?You will receive a letter from the IRS assigning your tax identification number usually within seven weeks if you qualify for an ITIN and your application is complete.Who can I call for help?You can call the IRS toll-free at 800-829-1040 if you are in the United States or 267-941-1000 (not a toll-free number) if you are outside the United States. This service allows you to check the status of your application seven weeks after submitting Form W-7 and your tax return.Credits : Utkarsh S Rajput
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