请教一下F1身份resident alien收到1042s怎么办

LewsTherin 发表于 2020-3-10 10:21
用任意软件报后打印出来，然后按照黑体字的方法手工修改

谢谢！！！！

LewsTherin 发表于 2020-3-10 23:42
就是这样的

想问问这种情况还需要附上8833吗？ 感谢！

zxcv369852 发表于 2020/03/11 00:39:06
想问问这种情况还需要附上8833吗？ 感谢！

这点我也不确定，我看到有其他人是用了8833表，但irs这个链接并没有提到。我猜测如果是寄到德州irs，他们可能对于这个treaty非常熟悉所以不需要8833

LewsTherin 发表于 2020-2-28 04:31
我自己回答一下，我在irs网站上找到了正确方法https://www.irs.gov/publications/p519#en_US_2014_publink1 ...

Update：
我刚去这个irs链接又看了一下，发现黑体字部分改掉了。。。这居然还能改的。。。我把更新后的内容贴在这
In most cases, you also will not need to report the income on your Form 1040 or 1040-SR because the income will be exempt from U.S. tax under the treaty. However, if the income has been reported as taxable income on a Form W-2, Form 1042-S, Form 1099, or other information return, you should report it on the appropriate line of Form 1040 or 1040-SR (for example, line 1 in the case of wages or salaries). Enter the amount for which treaty benefits are claimed in parentheses on line 8, Schedule 1 (Form 1040 or 1040-SR). Next to the amount write "Exempt income," the name of the treaty country, and the treaty article that provides the exemption. Combine this amount with the amounts reported on lines 1 through 7 of Part I, Schedule 1 (Form 1040 or 1040-SR), and report the total on line 9. Enter this amount on line 7a of Form 1040 or 1040-SR.

zxcv369852 发表于 2020-3-11 00:39
想问问这种情况还需要附上8833吗？ 感谢！

我更正一下之前的说法，关于8833，irs是这么说的，具体符不符合需要自己理解了

Reporting Treaty Benefits Claimed
If you claim treaty benefits that override or modify any provision of the Internal Revenue Code, and by claiming these benefits your tax is, or might be, reduced, you must attach a fully completed Form 8833 to your tax return. See below for the situations where you are not required to file Form 8833.

You must file a U.S. tax return and Form 8833 if you claim the following treaty benefits.

You claim a reduction or modification in the taxation of gain or loss from the disposition of a U.S. real property interest based on a treaty.
You claim a credit for a specific foreign tax for which foreign tax credit would not be allowed by the Internal Revenue Code.
You receive payments or income items totaling more than $100,000 and you determine your country of residence under a treaty and not under the rules for residency discussed in chapter 1.


These are the more common situations for which Form 8833 is required. For additional provisions, see the Form 8833 instructions.

Exceptions. You do not have to file Form 8833 for any of the following situations.
You claim a reduced rate of withholding tax under a treaty on interest, dividends, rent, royalties, or other fixed or determinable annual or periodic income ordinarily subject to the 30% rate.
You claim a treaty reduces or modifies the taxation of income from dependent personal services, pensions, annuities, social security and other public pensions, or income of artists, athletes, students, trainees, or teachers. This includes taxable scholarship and fellowship grants.
You claim a reduction or modification of taxation of income under an International Social Security Agreement or a Diplomatic or Consular Agreement.
You are a partner in a partnership or a beneficiary of an estate or trust and the partnership, estate, or trust reports the required information on its return.
The payments or items of income that are otherwise required to be disclosed total no more than $10,000.
You are claiming treaty benefits for amounts that are:
Reported to you on Form 1042-S, and
Received by you:
As a related party from a reporting corporation within the meaning of Internal Revenue Code section 6038A (relating to information returns on Form 5472 filed by U.S. corporations that are 25% owned by a foreign person), or
As a beneficial owner that is a direct account holder of a U.S. financial institution or qualified intermediary, or a direct partner, beneficiary, or owner of a withholding foreign partnership or trust, from that U.S. financial institution, qualified intermediary, or withholding foreign partnership or trust.
The exception described in (6) above does not apply to any amounts for which a treaty-based return disclosure is specifically required by the Form 8833 instructions.

LewsTherin 发表于 2020-3-12 02:27
我更正一下之前的说法，关于8833，irs是这么说的，具体符不符合需要自己理解了

Reporting Treaty Bene ...

感谢…… 看了一下publication也是很迷
（因为1042-S不够5千，不知道treay是否一定要claim ，看了一下8833似乎是要cliam/修改的时候一定要附上，不知道对不对）

想问下楼主，8843上有一个有写要求在美超过5年的人附上一个statement，证明自己does not have the intention to reside permanently in US. 楼主有研究过这个statement应该怎么写吗？

灵感缺乏 发表于 2020/03/22 01:03:47
想问下楼主，8843上有一个有写要求在美超过5年的人附上一个statement，证明自己does not have th...

resident alien可以不写8843

LewsTherin 发表于 2020/03/22 03:48:56
resident alien可以不写8843

那是不是只要在1040上写明5000的treaty，然后附上1042s一起邮寄就可以了？

灵感缺乏 发表于 2020/03/22 09:41:54
那是不是只要在1040上写明5000的treaty，然后附上1042s一起邮寄就可以了？

我自己是填了8833表说明情况，具体填法很容易搜索到