Vivinavi : Los Angeles : (United States) Los Angeles

• tax man
• 2021/02/13 (Sat) 17:12
• Report

How much do you have to make to file taxes - What is the minimum income to file taxes?
In 2020, for example, the minimum for single filing status if under age 65 is $ 12,400.
If your income is below that threshold, you generally do not need to file a federal tax return

if you are single and your 2020 income is ＄ 12 ， 400 or less
you do not need to file a return.

But if you have not taken the Stimulus Check

file a return for 2020 and enter ＄ 1 ， 800 ． 00
on your 1040, even if you have no income ＄ 1 ， 800 even if you have no income.

• Tax
• 2021/02/13 (Sat) 18:05
• Report

tax man

thank you for your quick answer ！

• ゲゲゲ
• 2021/02/14 (Sun) 01:11
• Report

Dear Taxman
If I am over 65, how much do I have to file ？?

• tax man
• 2021/02/14 (Sun) 02:19
• Report

Single ＄ 12 ， 400 ＋ ＄ 1 ， 650 ＝ ＄ 14 ， 050 ． 00
If you are over 65, you do not have to file ＄ 14 or 050.00 in annual income. It means that there is no need to file a tax return.

• ゲゲゲ
• 2021/02/14 (Sun) 08:47
• Report

tax man
Thank you very much.

• 希望の光
• 2021/02/14 (Sun) 09:17
• Report

＞ ＞ But if you have not taken the Stimulus Check

tax man
would that ＄ 1,800 be the first ＄ 1,200 from last year and the recent ＄ 600 ？
Does that mean that those who have not yet received the ＄ 1,200 from last year will still receive the ？ 1,200 from now ?

• tax man
• 2021/02/14 (Sun) 12:47
• Report

1040
Line 30
Recovery Rebate Credit
If you did not receive the full amount of the recovery rebate credit as economic impact payments,
you may be able to claim the recovery rebate credit on your 2020 Form 1040

if you did not receive the full amount of the recovery rebate credit as economic ， 800( ＝ ＄ 1 ， 200(1st time) ＋ ＄ 600(2nd time)
)

• HY
• 2021/02/14 (Sun) 22:15
• Report
• Delete

tax man

I am afraid I have a question.
I was not working last year in 2020 and received California Temporary Disability Benefit
, do I need to file a tax return in that case ？
Thank you very much.

• tax man
• 2021/02/15 (Mon) 02:08
• Report

State Disability Insurance (SDI)
SDI provides temporary payments to workers who are unable to perform their usual work
because of a SDI provides temporary payments to workers who are unable to perform their usual work because of a pregnancy or a nonoccupational illness or injury....

When SDI benefits are received as a substitute for UI benefits,
the SDI is taxable by the federal government but is not taxable by the State of California.

The explanation is that in California, there is no need to report the benefits as income, but they must be
reported as income by the federal government.

• もうすぐ引退
• 2021/02/15 (Mon) 03:50
• Report

Dear Tax Man
I have a question. I have no knowledge at all about TAX, but...
Can I assume that a married couple does not have to file a tax return if their annual income is less than $ 24,800, which is simply double that of a single ？
I received a Stimulus Check last year. Also, my husband gets a pension. Still, we are under $ 24,800 as a couple.
Do we need to be serious in this case?

Even if I don't have to file, if I don't file anything, should I file even if it is less than the stipulated amount if I won't get a Stimulus Check next time if there is one? 。。。。
I have a lot of questions 。。。。 I would appreciate it if you could help me.

• 昭和のおとっつぁん
• 2021/02/15 (Mon) 07:04
• Report

Unless you are doing your own tax returns
If you are preparing them through an accountant or tax attorney
you might want to ask there.

• HY
• 2021/02/15 (Mon) 07:28
• Report
• Delete

tax man

Thank you very much.

• tax man
• 2021/02/15 (Mon) 10:11
• Report

$ 24,800
Minimum income to file taxes
Married filing jointly: $ 24,800 if both spouses under age 65. $ 26,100 if one spouse $ 27,400 if both spouses age 65 or older.

There are three points to consider.

At first, even if you are under this amount, if you have worked some and have earned some and received w － 2.
If you are under this amount, you will get back the income tax withheld.

In addition, and this can be said for pensioners, the Social Security Office
told us that elderly people who receive a pension are asked to file a return and verify their survival for the duration of the
receipt because filing a return is proof that they are still alive. A customer
told us.

Finally, the amount of income is
relevant to the decision to receive the Stimulus Check, so it may be necessary to file a tax return.

Therefore, please consider the above points when deciding whether or not to file a tax return.

• つけたしkun
• 2021/02/15 (Mon) 11:35
• Report
• Delete

If you receive SS or have withholding on your salary, you will not get Refund if you don't report it, no matter how low your income is.

If you work and have low income, you can get EIC （ like low income payments ） if you file, so you can lose a lot if you don't file just because your income is below a certain level.

• もうすぐ引退
• 2021/02/15 (Mon) 13:02
• Report

Dear Tax Man
Thank you for your clear advice.
I had no idea that the Social Security Office could verify survival by filing a Tax
I was not aware of this, but it certainly makes sense.
I was able to make a decision based on your three points of advice. Thank you very much.

• Tax Return
• mail
• 2021/02/15 (Mon) 14:24
• Report

Dear tax man,
Thank you for all your useful information.

If I have zero income in 2020 and have not received any stimulus checks, am I correct in understanding that I only need to file with Federal and not State ？?

• tax man
• 2021/02/15 (Mon) 15:39
• Report

＞ If I have zero income in 2020 and have not received any stimulus checks,
＞ Am I correct in understanding that I only have to file Federal and not State ？

Basically, if my income is Basically, if your income is zero, you do not have to file a return.
However, I have to inform you that
the declaration is basically E File, but the software says
that E File is not possible if the declared income is zero.

For a customer who is elderly and has no income, last year we E Fiel about $10 of bank interest as income
.
I think you need to be careful in this regard.

• Tax Return
• mail
• 2021/02/15 (Mon) 17:44
• Report

Dear tax man,

Thank you for your kind and prompt reply. I will file my tax return on paper. I have a little interest from the bank, so I think it will be OK.

I received the Form 8962, do I need to File it ？ There is no change in insurance in 2020.

• tax man
• 2021/02/15 (Mon) 20:43
• Report

＞ I received a Form 8962, do I need to File this ？
＞ No insurance changes in 2020.

This is the so-called Obamacare insurance credit calculation form,
fill out this form based on 1095 － A information to calculate the credit amount
. You may get your money back, but you may or may not be able to do the calculation
. If you can't get a handle on this, please contact me. We will help.

• Tax Return
• mail
• 2021/02/16 (Tue) 06:46
• Report

Dear tax man,

Thank you for your kind words, I received a 1095-B instead of a 1095-A. Should I still file it ？?

• tax man
• 2021/02/16 (Tue) 12:07
• Report

＞ I have received a 1095-B instead of a 1095-A.
＞ Should I still file it ？

Since it is regular health insurance, not Obamacare,
there is no need for a Form 8962 and no need to file.

• Tax Return
• mail
• 2021/02/16 (Tue) 16:14
• Report

Dear tax man,
＞ No need for Form 8962, no need to file.

I am relieved. Thank you very much.

• Tax Return
• mail
• 2021/02/16 (Tue) 16:38
• Report

Dear tax man, sorry for the consecutive posts.

This is a different case from above...

I have not worked in 2020, so my only income is bank interest, and I have not received Stimulas Check, so I will file $ 1800 at number 30 of 1040 as you suggested tax man. I plan to fill in and file. However, this person is receiving a 1095-A under Obamacare. Is Form 8962 necessary in this case ？?

• tax man
• 2021/02/16 (Tue) 18:21
• Report

＞ However, this person is receiving a 1095-A under Obamacare.
＞ Do I need a Form 8962 in this case ？

Only one member of your family is on Obamacare in 2019 and I made a mistake in processing
for that and did not enter it and the IRS sent this 8962 and
I was told to file a return and I did. So if I
file a return, I will have to create this form.
The problem is that I am afraid that if I file my income tax return, I will not be able to get Obamacare if I find out
that my income is below the Obamacare minimum.

• Tax Return
• mail
• 2021/02/16 (Tue) 19:27
• Report

Dear tax man,
I am learning a lot. Thank you.

＞ Only one of my client's family members was on Obamacare in 2019, and I made a mistake and did not enter
processing for it, and the IRS sent me this 8962 and told me to
file a return and I did.

I have the exact same case. I did this person's FY19 Tax Return on his behalf, but he was totally unaware of the 8962 and the IRS recently contacted me to send him a copy of the 8962 and 1095-A. I am not sure if this is the reason or not, but this person has not yet received the FY19 Return nor the Stimulus Check, and I feel responsible.

In the end, this person was able to get HRB to prepare the 8962 for FY19, but if it is not too much trouble, would it be possible to show us how to prepare the 8962 for future use ？

＞ If we file an income return, we will be able to I'm worried that if I file my income tax return and it shows that my income is below the Obamacare minimum
I may not be able to get Obamacare.

I will tell them that.

• 昭和のおとっつぁん
• 2021/02/16 (Tue) 19:49
• Report

It would be safer to do it through an accounting firm.
If you do it yourself and problems arise, you have to take responsibility yourself
but if you have it done by an accounting firm and problems arise, you can go to the accounting firm
and they will take responsibility.

• tax man
• 2021/02/16 (Tue) 22:07
• Report

＞ Is it possible for you to teach us how to prepare the 8962 for future use ？

Here is a considerable amount of detail regarding how to prepare it.
Furthermore, please note
the following, as 8962 is a part of the tax return and cannot be
understood on its own.

1 ） If your income is below a certain level, you do not have to file a return.
2 ） However, if you receive government assistance such as Obamacare, there are certain
screening criteria and your income must be a certain amount
3 ） Furthermore, the meaning of the 8962 form is that if your income exceeds a certain amount set by the government, Obamacare
If you apply for and your income is above or
below that threshold on your income tax return, your health insurance may be denied.

Therefore, there is no problem to help you with your tax return, but
even if you get a Stimulus Check for 2020,
it would be meaningless if Obamacare is rejected because of it.

If you would be willing to create a form 8962 and show
it to the person and explain it to them to help them decide what to do, we would be happy to help.
In addition, I don't think any more questions on the site will
help with this, so if you need more information, please
email me directly. We have received a couple of direct emails today
so please contact us.

taxman215@yahoo.com

• 自己責任
• 2021/02/16 (Tue) 22:26
• Report

There is no way I would give out my personal information via the Internet to someone I don't know where they are.

• Tax Return
• mail
• 2021/02/16 (Tue) 23:28
• Report

Thank you, tax man.
I will check with him and will email you when I receive all the forms.

• NO
• 2021/02/17 (Wed) 07:13
• Report

#38 Self-Responsibility

Agreed.
Well, it's okay to ask simple questions, but it's not safe to give out personal information about each of us to people we don't know.

• 昭和のおとっつぁん
• 2021/02/17 (Wed) 08:22
• Report

I once asked
about a car insurance referral on an information board, and
received a
reply asking me to provide my SS card number and credit card number.

• 情報漏れ怖い
• 2021/02/17 (Wed) 08:38
• Report

If you are going to file a tax return, you should still hire a proper accounting firm that actually has an office.

• インカムタックス
• 2021/02/17 (Wed) 19:54
• Report

If you can't do it yourself using software, use an accountant.
Don't ask someone you don't know on the internet.

• 菜の花
• 2021/02/18 (Thu) 07:52
• Report

Dear Taxman

I received two aid payments for coronavirus last year

Do I file as income ？

Please help me.

• tax man
• 2021/02/18 (Thu) 13:26
• Report

＞ I received two aid payments for coronavirus last year,
＞ do I report them as income ？
＞ please.

On the 1040 form, the 30th line is
Recovery Rebate Credit, and I enter the amount I did not receive in that field, but in the tax return software,
it asks me if I received two aid payments, and if so,
I have to enter the amount. If so, the first amount and the second amount are entered,
calculated based on the total amount and the family structure of the filer, and if the amount is not the full amount, a message
will appear stating that the difference will be paid, and the difference will be entered in line 30 as the amount received. The difference will be entered in the number 30 and will be calculated as the amount received.
If you receive the full amount, the column will be set to 0.

However, if your income for last year (2020 ）) is above a certain level,
it will show that you will not receive any aid due to your high income.

Even if you receive the full amount, it will not be taxable income, so you do not have to worry about
filing a tax return.

• 希望の光
• 2021/02/18 (Thu) 15:52
• Report

Thank you very much, tax man.

I recently filed a tax return ＄ and when I entered that I did not receive 1800, it was put as a credit.
However, I am currently working as an Independent ＄ and am disheartened to find out that I have to pay over $6000.

• tax man
• 2021/02/18 (Thu) 16:16
• Report

＞ I recently did a tax return and ＄ I entered that I did not receive 1800 and it was put in as
＞ credit.

Congratulations, you have been given a credit.
I also filed a ＄ 1 ， 800 credit on Feb 12 for
one customer who did not receive a Stimulus Check. It is now showing as under review.

＞ However, I am currently working as an independent ＄ and am disappointed to find out that I have to pay over $6000.

I also have the next Stimulus Check, so this time I will be paid automatically.

• keiresume
• 2021/02/18 (Thu) 16:24
• Report

Dear Tax man
My mother died on 4/30/2020 and I received an inheritance.
Due to the corona vortex I could not have a funeral and the restrictions on returning
I still have not returned home and also my inheritance is still frozen in the bank.
My relatives paid the inheritance tax in Japan.
The application is based on the date of death
from what I overheard, and they are filing for 2020.
I heard that I don't have to pay taxes in the US, but
do I have to apply
even though I haven't received it yet ？
please help me.

• tax man
• 2021/02/18 (Thu) 16:47
• Report

＞ On 4/30/2020 my mother died and I received an inheritance.
＞ The inheritance is also still frozen in the bank.
＞ Inheritance tax in Japan was paid by my relatives.

＞ I heard that I don't have to pay taxes in the U.S.
＞ Do I have to apply
＞ even though I haven't received it yet ？

As you know, in Japan
You do not have to file a tax return as income in the U.S. with respect to your inheritance in Japan, as you know.

However,
if you do not bring the inheritance money to the U.S. and deposit it in a Japanese bank account
you will need to report the amount in the Japanese bank account under your name on your
1040. There is no taxation.

For amounts over 5 million yen, report only the amount on a regular 1040.
This is done on Form 8938. This is not taxable income, so only reporting
is required. In addition, you must report
to the IRS on a separate return, the FBAR.

Just last week, someone
e mailed me via Vivinavi with a question about this and explained how to file over the phone.

• 信頼
• 2021/02/19 (Fri) 00:56
• Report

There are posts saying that it is dangerous to ask strangers on the internet and you should not do it....
In the beginning, some of you wrote about Tax Man as if he was asking himself the same question.

But I think I can trust Tax Man who answers so kindly.
I read through this topic every day, compare it with my case, and learn a lot.
If you don't trust Tax Man, you just don't have to ask him ？
I imagine that Tax Man must be very busy and kind in answering your questions.
And I appreciate that you don't mind any kind of nasty posts and give clear answers only to those who need them.
I'm sure many of you have found it helpful.

• 危機管理
• 2021/02/19 (Fri) 05:49
• Report

While there is nothing wrong with asking and answering general questions about taxes on this topic,

giving out personal information such as SSN number ・ address date of birth ・ bank account number ・ credit card number, etc. to unidentified people on the internet

is considered a lack of risk management It is considered a lack of competence and should be avoided at all costs.

• 昭和のおとっつぁん
• 2021/02/19 (Fri) 06:54
• Report

Just ask.

• うざ
• 2021/02/19 (Fri) 13:29
• Report

If you don't like it, just don't get involved.

The parasites🪱 are loud every day.

• ぷっ
• 2021/02/19 (Fri) 14:07
• Report

Stupid useless people who get involved with parasites.

• keiresume
• 2021/02/19 (Fri) 16:03
• Report

Dear Taxman
Thank you for the inheritance.

• レイオフ
• 2021/02/20 (Sat) 01:50
• Report

Dear Tax Man

I was laid off from a part time job I was doing once a week in Corona, so EDD gave me money.
The total is about $8000. I am single. I have no children. Would both the salary I was getting before I was laid off and
the amount from the EDD after I was laid off be taxable?
Please let me know. Thank you in advance.

• tax man
• 2021/02/20 (Sat) 13:06
• Report

＞ I was laid off from a part time job I was doing once a week in Corona,
＞ I was paid by EDD.
＞ All in all, about $8000. I am single.
＞ I have no children. Would both the salary I was paid before I was laid off and
＞ the amount from the EDD after I was laid off be taxable?

W － 2 and 1099 － G and the amount on the two forms must be combined and reported as income
on the 1040. W

In addition, this return will also confirm
the amount of Stimulus Check you received, and if you did not receive one, you will receive one, and further, this
return is good for the third Stimulus Check
that may be due in the future. I think you should do it for the third StimulusCheck that may be coming up in the future.

• レイオフ
• 2021/02/21 (Sun) 12:12
• Report

Dear Tax Man

Thank you for your clear answer. This solved my problem.
Thank you.

• Loop
• 2021/03/13 (Sat) 14:24
• Report
• Delete

Dear Tax man

May I ask you a question ？
I am working as a post-doctoral researcher at this university since fall 2018.
I was able to file my 2018 ・ 2019 tax return last year using the non resident alien software registered at the university, but
this 2020 tax return is my third year, so when I entered my tax return into the university's However, when I input my 2020 tax return into the university's tax return software, it says "you are a Resident Alien for US federal tax purposes for 2020" and I can't use this software, so I have to file the same as a US citizen.

I think all I have to do is to submit Form 1040, but
I have only 1042-S, which is written on the internet that it is issued to non resident aliens, and when I contacted the department that issues W-2s at my university, I was told that my W-2 was not available. I was told that they don't have any, and all I am told is to ask all the places that issue 1042-S. \ム"I can't get a response if they are busy when I inquire there …. )
By the way, my salary is paid by the university I belong to in Japan, and it is listed monthly on my pay check here, but no taxes are deducted, especially for
2018 ・ 2019, since I am a non-resident in the US and have been in the US since 2018. Since I am in the U.S., I did not file a tax return for that amount in the U.S. and had a Japanese tax accountant pay the taxes in Japan, as I thought it would fall within the two-year period under the tax treaty. \모듈을 보려(I received a small amount from the American university as insurance premiums, which is listed on the 1042-S. \I am sorry for the length and lack of coherence, but my question is:

① Is Form 1040 the only document I need to submit to the IRS this time ？ and what is the face value of the income to be included in the 1042-S? Also, is it correct to include the face value of the income of the resident alien but 1042 － the face value of the S ＋ the face value of the salary from Japan for the month after 2 years have passed since he/she came to the US (in this case after fall 2020 - end of year) ？
However, it is not correct to include the face value of the salary from Japan like W-2 or 1042-S. I am not sure if the face value of the salary from Japan is correct. However, the only proof of salary from Japan like W-2 or 1042-S is the pay check issued by the university here. Will I have to ask the Japanese university to submit some documents in English? ？

② The income for the documents to be submitted to California is the total of all the salary received from the Japanese university for the year 2020 ＋ The face value of 1042-S. Is this correct? ？ In this case, do I have to attach some documents to prove the amount of salary from Japan? I was wondering if I could find any information about the actual documents to prove it.

• Un fair
• 2021/03/13 (Sat) 14:42
• Report

Last year's Tax Return returned over $3000, but this year, even though my income is down, I only got $870 back.
I can't get Stimulus checks, so I'm stumped.

• 自分でファイル
• 2021/03/13 (Sat) 15:07
• Report

Can I do it myself looking at last year's TAX returns ？ It looks like Turbo TAX

No house, 1 child, only husband works
I don't do any investments

The person who was doing my TAX has returned home and a good person I can't find a good one. I feel like I am being ripped off.

• Tax
• 2021/03/13 (Sat) 15:59
• Report

Will child tax credit be given with next year's tax return ？ ？?

• Tax Return
• mail
• 2021/03/13 (Sat) 16:35
• Report

#65
I think it depends on the person if they can do it themselves. I have been doing it myself for many years, but friends and others said they couldn't tell by looking at it. Tax laws change every year （ sometimes suddenly ） so you need to be careful.

One time, I couldn't refuse a friend's referral and hired an accounting firm. The accounting firm never took responsibility for it, and it was all over after the fact.

As tax man wrote on the information board, those who are receiving unemployment insurance in 20 years will have to wait until the software is updated according to the new law.

• ？？
• 2021/03/13 (Sat) 17:02
• Report

I always wonder why that tax man doesn't reveal his identity ？
You can't give important personal information to someone who doesn't reveal his identity, maybe he is a black marketer ？.

• LOOP
• 2021/03/13 (Sat) 17:10
• Report

Dear Tax man

May I ask you a question ？
I am working as a post-doctoral researcher at this university since fall 2018.
I was able to file my 2018 ・ 2019 tax return last year using the non resident alien software registered at the university, but
this 2020 tax return is my third year, so when I entered my tax return into the university's However, when I input my 2020 tax return into the university's tax return software, it says "you are a Resident Alien for US federal tax purposes for 2020" and I can't use this software, so I have to file the same as a US citizen.

I think all I have to do is to submit Form 1040, but
I have only 1042-S, which is written on the internet that it is issued to non resident aliens, and when I contacted the department that issues W-2s at my university, I was told that my W-2 was not available. I was told that they don't have any, and all I am told is to ask all the places that issue 1042-S. \ム"I can't get a response if they are busy when I inquire there …. )
By the way, my salary is paid by the university I belong to in Japan, and it is listed monthly on my pay check here, but no taxes are deducted,
for 2018 ・ 2019, because I am a non-resident in the US and have been in the US since 2018. Since I am in the U.S., I did not file a tax return for that amount in the U.S. and had a Japanese tax accountant pay the taxes in Japan, as I thought it would fall within the two-year period under the tax treaty. \모듈을 보려(I received a small amount from the American university as insurance premiums, which is listed on the 1042-S. \I am sorry for the length and lack of coherence, but my question is:

① Is Form 1040 the only document I need to submit to the IRS this time ？ and what is the face value of the income to be included in the form? Also, is it correct to include the face value of the income of the resident alien but 1042 － the face value of the S ＋ the face value of the salary from Japan for the month after 2 years have passed since he/she came to the US (in this case after fall 2020 - end of year) ？
However, it is not correct to include the face value of the salary from Japan like W-2 or 1042-S. I am not sure if the face value of the salary from Japan is correct. However, the only proof of salary from Japan like W-2 or 1042-S is the pay check issued by the university here. Will I have to ask the Japanese university to submit some documents in English? ？

② The income for the documents to be submitted to California is the total of all the salary received from the Japanese university for the year 2020 ＋ The face value of 1042-S. Is this correct? ？ In this case, do I have to attach some documents to prove the amount of salary from Japan? I was wondering if I could find any information about the actual documents to prove it.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 18:59
• Report

68
Why should I be the only one to reveal my identity on a forum where many unspecified people participate?
You can email directly to the person in question.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 19:30
• Report

Maybe he is a self-proclaimed accountant who is not qualified.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 20:11
• Report

70 71
Lives alone and feels increasingly lonely, and to fill that loneliness,
pokes around at people who are completely unrelated.
He is thought to be looking for someone else's rough edges to relieve his exasperation.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 20:29
• Report

72
You don't say that today.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 21:01
• Report

73
You don't want me to tell you, ？?

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 21:08
• Report

#72
Don't pry into other people's affairs without permission.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 21:37
• Report

75

There are people here who live alone and feel lonely, and to fill that loneliness,
they poke around on completely unrelated people.

There are also a lot of people on this board who are looking for someone to blame and vent their frustrations
I'm just warning you.

• 自分でファイル
• 2021/03/13 (Sat) 21:51
• Report

I don't think I can do it 😅I'm having trouble now because as TAX RETURN said, they did a good job of researching and doing it every year.

Someone said bad things about TAX MAN ！ First negative post I've seen. I don't know anyone who would be that nice and give free advice like that. I'm surprised.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 22:04
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#76

Big deal.

• tax man
• 2021/03/13 (Sat) 22:05
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j visa This is in response to your question regarding the postdoc's tax return.

＞ 2018 ・ Since I am a non-resident in the US for 2019 and have been in the US since 2018,
＞ I thought it would fall within the 2 year period under the tax treaty, so I did not file that amount in the US and
＞ had a Japanese tax attorney I had a Japanese tax accountant pay the tax in Japan.

This was a big mistake.

For the first two years on the J visa, I should have reported that income in the US and treated it
tax free under Article 20 of the US-Japan tax treaty. Salary paid from Japan through a US university, even if
not properly processed by the US university, should be reported in writing with a copy of the payment record and attached to the tax return
, stating that this income is not subject to US-Japan' Tax Treaty Article 20
taxation. You should have filed a tax return in the U.S., explaining in writing that this income is exempt from taxation under Article 20 of the U.S. Japan's Tax Treaty.

If you had asked earlier, I could have answered your question, but I think it is too late now.

＞ ① Is it correct that I only need to submit Form 1040 to the IRS this time ？
＞ Also, what is the face value of the income that I should enter, even though I am a resident alien but I have 1042 － S ＋
＞
＞ for the month after 2 years have passed since coming to the U.S. (in this case, after fall 2020 - end of year) ？

For the 3rd year, the amount of 2,042 for the 1st year is not included. With respect to the tax return, unlike the first and second years,
the tax exemption amount from the end of the two-year tax exemption period
until then, and the income from the third year until December 31 are calculated separately and reported as taxable income at
1040 for that portion.

Thus, two returns are made: one for income
up to the end of the second year on 1040NR, which is reported on 1040NR and treated tax free under Tax Treaty.
Next, income from the third year through December 31 is filed normally on a 1040.
The 1040NR is a Dual Status Statement and the 1040 is marked as a Dual Status Return
. In other words, the two returns are prepared and filed together.

＞ ② The income on the form to be submitted to California is
＞ the sum of all salaries received from Japanese universities for 2020 ＋ the face value of 1042-S
＞. ？ Do I have to attach any documents to prove the amount of salary from Japan
＞ ？

Since there is no special tax treaty treatment for California tax returns, I am not sure if I can file a tax return for the entire year.
I will report all income earned for the year.
You will pay quite a bit.

This is how we will process your tax return based on the information you provided.
This year, I have five tax returns for J visa holders, including the one I completed yesterday, and
every well-known university is processing them in different ways and cannot process them without a letter of explanation
and I have already sent a J visa to the S University in San Francisco. I have already agreed to contact
the J visa holder at S University in San Francisco to see what documents he should submit to the university
from the beginning of his assignment
due to the university's payroll processing.

Even if you understand the concept of filing, documentation is a whole other world, and I don't think you can do Dual Status Returns
if you are a professional and have never handled them. If you decide
that you cannot do it, please do not hesitate to contact me directly.

E Mail AddressはTAXMAN215@YAHOO.COM

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 22:07
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＞ I was just giving you a heads up

you don't do that.

• 昭和のおとっつぁん
• 2021/03/13 (Sat) 22:13
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76
gone

• 昭和のおとっつぁん
• 2021/03/14 (Sun) 08:29
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80
Some people notice something when they get a reminder,
others don't seem to notice anything.