Question

1. Liam, an international student from Ireland, has a Form W-2 that shows amounts withheld for Social Security and Medicare taxes. Laim is an F-1 nonresident alien for tax purposes. Which form should he file to receive a refund of these taxes once attempts to obtain a refund through his employer have failed?

a. Form 843 b. Form 8233 c. Form 8880 d. Form 8962

2. Carlos and Sophia are from Mexico. Carlos is a scholar at a local university in J-1 scholar immigration status and Sophia is in J-2 immigration status. Sophia worked at a local boutique in 2017. Her Form W-2 shows Social Security and Medicare withholding. Sophia found out her spouse does not have to pay Social Security or Medicare taxes. Sophia is not eligible for a refund of the Social Security and Medicare taxes.

a. True

b. False

3. Wei, an international student from People’s Republic of China, received $10,563 of interest income in 2017 from accounts he opened when he first arrived in the U.S. on August 27, 2014. What type of federal income tax return does he need to file?

a. Form 1040 b. Form 1040NR c. Form 1040NR-EZ d. He does not need to file a return

4. Harold, his wife and son entered the United States for the first time in 2016. They are all residents of France, and Harold is in F-1 immigration status. Harold won $500 at the local casino. Which federal income tax return does Harold use to report this income?

a. Form 843 b. Form 1040 c. Form 1040NR-EZ d. Form 1040NR  

5. Charles Windsor is a visiting scholar from England. He arrived in the U.S. on August 28, 2016 in a J-1 immigration status and was accompanied by his wife Camilla and his son Henry. Since his arrival, his second son, William, was born in the U.S. Charles earned $70,000 in 2017 from State University. When he files his federal tax return, can he claim the exemptions for his wife and children?

a. Yes b. No

6. Staffan, a graduate student of physics from Sweden, is in F-1 immigration status. He first arrived in the U.S. on April 18, 2014. Staffan needs help preparing his tax return. He has receipts for his donations to a local charity and wants to know where to claim them. Staffan cannot claim charitable contributions on Form 1040NR-EZ.

a. True b. False

7. Adi is in F-1 immigration status from Indonesia. He entered the United States in September 2015 and enrolled as a full time undergraduate student. Adi is pursuing his first degree in mathematics. Can he claim his education expenses on his tax return?

a. Yes b. No

8. Siobhan is a single, nonresident alien who began studying in the U.S. in 2016 in F-1 immigration status from South Africa. She has wages of $6,700, interest income from her savings account of $230, and sold a few U.S. shares of stock that her aunt left to her for $6,000. She donated $2,000 of the proceeds to a local charity. Which tax form must Siobhan use to report her income?

a. Form 1040 b. Form 1040NR c. Form 1040NR-EZ d. Form 8843

9. Some students and scholars may owe money with their tax return. Nonresidents have which of the following payment options?

a. Ask for an extension of time to pay or an installment agreement.

b. Pay the entire balance by the due date for the return.

c. Put the balance on a credit card.

d. All of the above.

10. Gariagdy, who is from Turkmenistan, earned $9,248 in 2016. He had $195 withheld for state income taxes. He listed the taxes as a deduction on his federal return for 2016, and it lowered his taxable income for 2016. Gariagdy received a state refund of $117 in 2017 from the 2016 tax return. He would include this refund on his 2017 federal return.

a. True b. False

11. Teresa came to the U.S. in 2013 for postgraduate study. She took out a student loan to help pay the tuition. Teresa graduated in December 2016, but remained in the U.S. for one year of practical training. She began repaying the loan on July 1, 2017 and paid $49 in interest during 2017. Teresa can claim this interest as a deduction.

a. True b. False

12. Frederick, a student from Malta, had $8,785 in wages reported to him on Form W-2. Although all of his wages are excluded from tax by treaty, he is required to file a tax return.

a. True b. False

Answer 1