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1. I'm an OPT student. I want to verify my W4 form and EDD…

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1. I'm an OPT student...
1. I'm an OPT student. I want to verify my W4 form and EDD form is correct.2. How do I make sure my paycheck is coded correctly so no social security or Medicare taxes are withheld?
Submitted: 8 months ago.Category: Finance
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9/15/2017
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago
TaxRobin
TaxRobin, Senior Advisor
Category: Finance
Satisfied Customers: 17,870
Experience: 15 years of experience in financial advising with emphasis on tax issues.
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Hello, I'm Robin. Welcome to JustAnswer. I'm reviewing your question now and typing up my reply. I'll post that in just a few moments.

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Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

Both the Internal Revenue Code and the Social Security Act allow an exemption from social security/Medicare taxes to alien students, scholars, teachers, researchers, trainees, physicians, au pairs, summer camp workers, and other nonimmigrants who have entered the United States on F-1, J-1, M-1, Q-1, or Q-2 visas and who are still classified as NONRESIDENT ALIENS under the residency rules of the Internal Revenue Code.

This means that foreign students in F-1, J-1, M-1, Q-1 or Q-2 nonimmigrant status who have been in the United States less than 5 calendar years are still NONRESIDENT ALIENS and are still exempt from social security/Medicare taxes.

This 5 year period also includes your practical training time so if you are still non resident you would not be subject to the SS and Medicare withholding.

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Customer reply replied 8 months ago
then how should I fill out my W4? Please check the files I attached. thanks
Customer reply replied 8 months ago
2. How do I make sure my paycheck is coded correctly so no social security or Medicare taxes are withheld?
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

Your employer does this in their system for payroll. There is nothing else on the W4 for you to do

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Customer reply replied 8 months ago
could you please check 3.PNG, and see if my DE4 form is correct?
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

Your employer knows your status (or should) and would know if FICA is applicable.

From what I can see yes, CA income tax would still apply and you cannot claim more allowances than for yourself

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Customer reply replied 8 months ago
is 2.PNG also correct?
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

The line 6 amount is not a place for indicating your resident status (NRA) that is only if you want more income tax withheld. You cannot claim exempt so remove the NRA and it is correct

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Customer reply replied 8 months ago
ok, cause Expert: emc011075 said Line 6.Write “nonresident alien” or “NRA” on the dotted line. If you would like to have an additional amount withheld, enter the amount on line 6. (https://www.justanswer.com/tax/9pnbo-i-m-working-under-opt-don-t-know-fill-w4.html)
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

Line 6 is for indicating if you want to have extra withheld. Here is what the IRS publication says for NRA and the W4 line 6

Line 6. Write “nonresident alien” or “NRA” on the dotted line. If you would like to have an additional amount withheld, enter the amount on line 6.

NRA goes on the ............... line not in the box

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Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

So like I said remove NRA from the BOX then put it on the dotted line

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Customer reply replied 8 months ago
Hi is it like 4.PNG? what amount should I put is the best from your opinion? my annual salary is $40,000
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

That is the way to report that.

You do not need to put any additional amount. They will withhold based on the income and just your own single amount so that should be enough. Leave the box 6 blank or use $0 if you just have to enter something

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Customer reply replied 8 months ago
is my 5.PNG correct?
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

What country are you from? It matters to how many allowances you can claim

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Customer reply replied 8 months ago
from Taiwan
Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

Forget that worksheet.

Box 3 - Check "Single" marital status on line 3 (regardless of marital status)

Box 5 - Enter "1" for the total number of allowances (Residents of American Samoa, Canada, Korea, Mexico, The Northern Mariana Islands and Students from India may claim more allowances.)

Box 6 - Enter the phrase Non Resident Alien or "NRA" above the dotted line on line 6 $0 in the box

Box 7 - Do not complete as "Exempt."

Sign and turn it in.

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Financial Professional: TaxRobin, Senior Advisor replied 8 months ago

IF you stay past the years you are allowed you become a RESIDENT alien and a new W4 will be needed.

I hope this has been useful.

A positive 5 star rating is appreciated so I am credited for assisting.

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