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2012 Federal Tax Return Due Date : 4/15/2013

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

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2012 Federal Tax Return Due Date : 4/15/2013

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  1. 2012 Federal Tax ReturnDue Date: 4/15/2013 Speaker: Wei-Chiu Chuang 03-22-2013 Based on Whitney Huang (2012) and Shao-Wen Chen(2011)

  2. 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

  3. Non-resident Alien

  4. 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.

  5. 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: 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/ 如果沒有帳號密碼請從這裡申請 最重要!

  6. Apply for your Glacier account https://www.iss.purdue.edu/ssl/isstax/

  7. Glacier: https://www.glaciertax.com/

  8. Glacier walks you through the steps:

  9. 基本資料

  10. 填寫在美國居留的時間，來判定你的身份

  11. 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!

  12. 確定是NR啦 用Glacier繼續報稅 • 如果非NR，Glacier就不會讓你繼續

  13. 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.

  14. 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

  15. 台灣跟美國並沒有tax treaty (中國學生年收入的前$5000是免稅的)

  16. 輸入你在美國的地址

  17. 輸入台灣地址

  18. 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

  19. 用NR身份報稅，配偶並沒有免稅額

  20. 照I-20/DS-2019上的資料填即可

  21. 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

  22. 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

  23. 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?

  24. 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.

  25. 不甘心，所以就亂填… 選DD 或支票 大概最晚六月會收到退稅

  26. PEFCU routing # 274976067 Chase Indiana routing # 074000010

  27. 眷屬雖然沒有免稅額，但還是得要填Form 8843

  28. 美國出生的小孩是美國人 不用申報Form 8843!

  29. Glacier只能報Federal Tax。州稅要另外報

  30. 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

  31. F1學生勾f F2眷屬勾g

  32. 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. Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0215 寄到: 別忘了先影印存底!!! 一般要保留三~五年…

  33. Federal Tax 報完了!! (記得要寄出去才算數!!) 換州稅: I-File Program http://www.in.gov/dor/4741.htm

  34. 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…

  35. 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

  36. 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/irfofgetstatus.jsp

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