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p***q
发帖数: 515 | 4 我记得file了extension后，IRS的1040可以延到10月中，加州的FTB可以延到什么时候
？ |
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c**c
发帖数: 47 | 8 Why can not? Where is source? It can be considered as Married people who
live apart. I thought it can as long as you meet requirements. you live
apart
for more than half year, your child live with you more than 6 months. etc. I
found this self test online. Please correct me if I am wrong.
http://www.ftb.ca.gov/individuals/hoh/selftest/Index.shtml |
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M****o
发帖数: 17 | 9
那这是意味着不能用网上的那个FTB Calfile了？
谢谢！ |
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x*****g
发帖数: 2118 | 11 1、能否filing jointly和你免税交税没有关系。
2、不知道
以上两个问题，再看看1040的instruction吧。
3、这是由于联邦法律和加州法律的不同，根据US-China-treaty免联邦税，而加州州政
府不跟随联邦法律（跟随联邦法律州税也免的州好像没几个，加州不是），你需要交州
税。也就是说，对于联邦税而言，你的taxable的收入为零;而对于州税而言，你的
taxable的收入不为零。你需要填一张表把这个差别补回来，Schedule CA(540)-
California Adjustments.FTB网站上可以下载这个表以及详细Instruction。然后把这
个表附在540后面。 |
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l*******r
发帖数: 2847 | 12 FTB Pub. 1031, page 7:
Tax Treaty
A tax treaty between the U.S. Government and a foreign country may exempt
some types of income from federal taxation. Generally, unless the treaty
specifically excludes the income from taxation by California, the income is
taxable. |
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a*****g
发帖数: 25 | 13 本人08年7月J1来加州，老婆是J2但09年3月才开始工作，
看到有人说J2在08年未工作不能报税，好像也不能享受married couple的$7384减免，
我这种情况不知在填加州540NR税表时能否选Married/RDP filing jointly?
还是必须选Married/RDP filing seperately?
2. 540NR第26项“Tax. (see page 19). Fill in the circle if from: Schedule G-1
or FTB 5870A”是甚么意思？我的tax已在第20项通过tax table计算了啊，怎么又
出来一个tax？
3. 540NR第39项“Alternative minimum tax. Attach Schedule P (540NR)”，这项是
甚么意思？不知是否必须附P(540NR)表？
非常感谢！ |
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d****g
发帖数: 325 | 14 如果因为W-2有问题需要更正，不能在4月15号之前file, 而且不欠联邦税和州税，是不
是只要给IRS寄一个4868表就可以了？加州州税FTB这边需要填什么表吗？谢谢！ |
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O******A
发帖数: 335 | 16 Yes, what IRS and FTB said were correct, you cannot pay estimates tax by the
last quarter to avoid penalty(if any). |
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m********a
发帖数: 89 | 19 FTB pub 1051A上说,
一般情况加州的州税和联邦税的file status要一样, 但如果配偶是加州non resident
而且
全年没有加州收入的话, 是例外 |
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x****g
发帖数: 325 | 20 查到另外一个关于CA的解释，应该可以file separately。那就算算那个缴税少就按照
哪个。
California requires that you use the same filing
status on your California return that you used on
your federal return. There are two exceptions to
this requirement:
· if either spouse was an active member of the
United States armed forces (or an auxiliary
military branch) during the tax year,or
· if either spouse was a nonresident for the
entire year and had no income from California
sources during the tax year. (See FTB Pub.
1031.)
If you file |
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l********g
发帖数: 986 | 22 参见
Section L of FTB Publication 1031
你们file separately，然后split income，会比较省钱。 |
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a********b
发帖数: 1357 | 23 求助!!
我在加州, H1B, 2009 年7 月从ohio 过来的.
因为不是全年在California, 所以不能用他们网上的免费报税软件.
所以我在 http://www.ftb.ca.gov/forms/search/ 上自己找表格.
一搜下来发现有几百个表格, 我到底应该填哪几个呢?
我现在已经填了 540 2EZ Form (Math): California Resident Income Tax Return (
Fill-in with math features & save)
看到还有个schedule 似乎也要填,但是我填哪个schedule 呢??
填
540 2EZ Schedule W-2 2009 Wage and Withholding Summary (Fill-in & Save)
还是
540 Schedule CA 2009 California Adjustments - Residents (Fill-in & Save) ???
好复杂啊!!请有经验的人指点, 谢谢! |
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x*****g
发帖数: 2118 | 24 please read the CA FTB pub 1031 |
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w******1
发帖数: 520 | 28 从第二页开始起， 就偷工减料。内容对不上号. 我用的是1040NR EZ
这里有1040A, 1040EZ, 1040NR, 这怎么去对啊。
http://www.ftb.ca.gov/forms/2009/09_540nrcains.pdf
Line 22a – Total
Combine the amounts on line 7 through line 21. Enter the total on line 22a.
This number should be the same as the amount on federal Form 1040, line 22;
Form 1040A, line 15; Form 1040EZ, line 4; or Form 1040NR, line 23.
Line 22b – Balance Carried Forward
Enter on line 22b the total from Side 1, line 22a, column A.
Line 23 through Line 35
Enter the same amounts |
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c******n
发帖数: 381 | 30 read tax return instruction Line 24 – Tax Due:
If you did not pay enough through withholding, you MAY have
an underpayment penalty. The FTB will figure the underpayment penalty for
you.
It means CA tax department can figure out the penalty for you. Either you
can call their hot line and ask if you need pay penalty and how much, or
you can pay $1500 now and wait their letter/notice for how much penalty you
need pay. |
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x*****g
发帖数: 2118 | 32 请看FTB Publication 1031
Guidelines for Determining Resident Status |
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t******t
发帖数: 772 | 35 ftb.ca.gov check ca tax
www.irs.gov for federal tax rates |
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t******t
发帖数: 772 | 36 补充一下所有加州税日
October 15, 2010
* Last day to file your 2009 return to avoid penalties and interest
computed from the original due date of April 15, 2010.
Important Due Dates
Tip! Subscribe to our estimated tax payment email reminder service and never
miss a due date.
January 15, 2010
* Due date for fourth quarter 2009 estimated tax payments.
April 15, 2010
* Last day to pay the 2009 amount you owe to avoid penalties and
interest. See form FTB 3519 for more information.
o If yo |
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x*****g
发帖数: 2118 | 38 加州对外州收入免税？
如果我没理解错的话，加州居民是需要报所有收入的，非居民或part year居民只报加
州相关收入
可以看1031
Residents of California are taxed on ALL income, including income from sources outside California.
Nonresidents of California are taxed only on income from California sources. Nonresidents of California are not taxed on pensions received after December 31, 1995. Get FTB Pub. 1005, Pension and Annuity Guidelines, for more information.
Part-year residents of California are taxed on all income received while a resident and only on |
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s******g
发帖数: 654 | 39 No, you are not qualified as HOH. HOH cannot have married dependent, like
your parents. Also, your mother's main home is in China, not US.
Once your CA return got audit, your Fed return should also get audit, too.
Watch out your tax return preparation next year. You got audit and it will
be on record for many years. So, that will be a red flag for IRS and CA FTB
every year. Good luck to you.
====================================================================
General Rules
Do I qualify for HOH? |
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i******t
发帖数: 70 | 40 Sorry but which of the listed rules says the dependent cannot be married?
FTB
apply: |
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f****y
发帖数: 921 | 44 哪位知道哪个网站能免费efile加州州税？上加州ftb网站，发现我不符合使用cal-
efile的条件，另外几个网站又都必须是国税州税一起file，可我的国税已经在irs网站
提交完了。 |
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B***6
发帖数: 787 | 45 在加洲４年了，是resident alien，一直用540 2EZ (single)报税。去年LD(nonresident alien)来到美国跟我团聚，正好用married joint return来报税。不过按照条例，似乎我只能用540 NR报税。
You cannot use Form 540 2EZ if:
• You file a joint tax return and either spouse/RDP was a nonresident
in 2010. Use Long or Short Form 540NR, California Nonresident or Part-Year
Resident Income Tax Return. These forms are available online at ftb.ca.gov
or file online using e-file.
但接下来又有一条，似乎我也符合要求。
Married/RDP Filing Jointly
You may file married/RDP filing jointly ... 阅读全帖 |
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B***6
发帖数: 787 | 48 填税表快有一周了，现在总算搞定了。
我的联邦税填得还是比较利索，问题主要出在加州州税上。这里跟大家分享一下，希望
对一些跟我一样困惑的XDJM有所帮助。不过我需要特别申明的是我也是一知半解，希望
高手能给更精确的解答：
我最开始３年是J１身份，所以一直可以免联邦税，这样一来，我的W２表的１和２都是
０。
在填州税５４０NR (short form)的时候，第１３行（Enter federal adjusted gross
income from Form 1040, line 37; Form 1040A, line 21; Form 1040EZ, line 4;
Form 1040NR, line 35; or Form 1040NR-EZ, line 10）是０。
第１４行(Unemployment compensation and military pay adjustment) 也是０。
这样一来第１７行 Adjusted gross income from all sources. Subtract line 14
from line 13应该也是０才成立。
第１８行Sta... 阅读全帖 |
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c*********n
发帖数: 2120 | 49 去年变成了resident alien,要填1040,8月graduate: F1->OPT
应该可以claim$400 for making Work Pay credit,但是free file fillable forms表
上说
You already have the maximum number of Schedule M, making Work Pay and
Government Retiree Credits forms in your return.
有可能什么原因吗？
还有另一个问题：去年在加州实习，(CPT）,有收入，小于14,754，是不是不用给加州
交州税了？
http://www.ftb.ca.gov/forms/2010_California_Tax_Rates_and_Exemp
Thank you very much! |
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c*********n
发帖数: 2120 | 50 去年在加州实习，(CPT）,有收入，小于14,754，是不是不用给加州
交州税了？
http://www.ftb.ca.gov/forms/2010_California_Tax_Rates_and_Exemp
这个California Gross Income是所有的收入还是在加州的收入？
这是英语有问题。。。
California taxes all income received while you resided in California and the
income you received from California sources while a nonresident.?
Does this mean only income from CA?
多谢！ |
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