Transcript attach to the back of your tax return

2012 Federal Tax Return
Due Date : 4/15/2013
Speaker: Wei-Chiu Chuang
03-22-2013
Based on Whitney Huang (2012) and Shao-Wen Chen (2011)
Basic Concepts
• Everyone should file tax return
– Even if you don’t have income
• File separately to IRS (federal tax) and Indiana
Department of Revenue (state tax)
• Assistance
– Free software are available
Non-resident Alien
Overview
• Information & Document needed.
(passport, I-20/DS-2019, W-2, 1098T, 1042S,
SSN, Bank Account)
• Go to GLACIER
• Get ready to print, sign and mail the forms.
• GLACIER CANNOT and WILL NOT file your tax
return electronically.
Web links
不重要!
• Purdue: 可查到各種稅率,Cintax, fellowship稅率,等
http://www.purdue.edu/business/taxes/Tax_Information/index.html
(每人身分,錢,預扣額可能不同,去問Business office就知道了)
• ISS-Cintax: 如果沒有帳號密碼請從這裡申請
https://www.iss.purdue.edu/ssl/isstax/
• Get the Password from e-mail, then go to:
http://www.cintax.us/
• Glacier必須由此進入 Cintax
• https://www.glaciertax.com/
最重要!
Apply for your Glacier account
https://www.iss.purdue.edu/ssl/isstax/
Glacier:
https://www.glaciertax.com/
•Glacier walks you through
the steps:
•基本資料
•填寫在美國居留的時間，來判定你的身份
確認你填的資料沒錯─資料都有存在系統裡
也可以下次繼續再填
•沒錯的話就下一步吧!
•確定是NR啦 用Glacier繼續報稅
•如果非NR，Glacier就不會讓你繼續
如果暑假有去intern可能會有好幾份W2
RA, TA 等有領薪水就會有W2
Fellowship才有1042S
利息、股息等等.
•把你的W2表拿出來對照吧
照著W-2格子編號輸入即可
記得要勾第一個
台灣跟美國並沒有tax treaty (中國學生年收入的前$5000是免稅的)
輸入你在美國的地址
輸入台灣地址
有工作就應該有SSN
ITIN是給沒SSN者的稅號 – 要用Form W-7申請
可以幹麼? 辦信用卡可用ITIN代替SSN
用NR身份報稅，配偶並沒有免稅額
照I-20/DS-2019上的資料填即可
有沒有在美國銀行借錢唸書?
有付貸款利息的話會有些tax benefit
有沒有捐款? 要有收據證明
有沒有預付稅額 選No即可
如果上年度有用Glacier報稅 是Form 1040NR-EZ
如果去年有報稅過，要回答一些問題:
假如去年有退稅, 你有告訴IRS
不要退，而把額度保留到今年
抵稅嗎?
去年有請人報稅或買報稅軟
體嗎?
(可以抵稅)
去年有補繳州稅嗎?
竟然要補繳稅!!我要哭了 T__T
補繳的金額要用支票或
money order給IRS
填完表格後必須印出來，
簽名、郵寄到IRS.
不甘心，所以就亂填…
選DD 或支票
大概最晚六月會收到退稅
PEFCU routing # 274976067
Chase Indiana routing # 074000010
眷屬雖然沒有免稅額，但還是得要填Form 8843
美國出生的小孩是美國人
不用申報Form 8843!
Glacier只能報Federal Tax。州稅要另外報
ITIN Application
• 如果要順便幫眷屬辦ITIN
– 填Form W-7
– 跟federal tax return放一起
– 身份證明文件 (護照、駕照等)
– 通通寄到
Internal Revenue Service
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342
F1學生勾f
F2眷屬勾g
NOTE:
Don’t forget anything! Make sure you attach all the necessary documents in the
following order:
* Copy C of each Form 1042-S (if received)– attach to the front of tax return;
* Copy B of each Form W-2 (if received) – attach to the front of tax return;
* If you received other forms, such as Forms 1099, do not attach the forms to your tax
return unless there
is an amount shown in box 4 (federal tax withheld);
* Form 8843 – attach to the back of your tax return;
* Schedule C-EZ (if produced by CINTAX)– attach to the back of your tax return; and
* If you applied for a social security number, attach a copy of the receipt for application
of a social security
number to the back of your tax return.
寄到:
Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0215
別忘了先影印存底!!! 一般要保留三~五年…
Federal Tax 報完了!! (記得要寄出去才算數!!)
http://www.in.gov/dor/4741.htm
換州稅: I-File Program
只是提醒: 一定要印出來寄IRS!! 4/15 due!!
千萬不要最後一天才寄出tax return,
上次有人就是最後一天才寄出，結果就…
千萬不要最後一天才寄出tax return,
上次有人就是最後一天才寄出，結果就…
要在郵局排隊排很久，很不方便 (而且4/15是星期一)
而且退錢要等很久，也很不方便
Where’s my refund??
• When
– 4 weeks after paper return
• What
– SSN
– Filing Status (single)
– Exact refund amount
• How
– https://sa1.www4.irs.gov/irfof/lang/en/irfofgetsta
tus.jsp