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Question About Income Tax  
User currently offlineeinsteinboricua From Puerto Rico, joined Apr 2010, 3104 posts, RR: 8
Posted (1 year 8 months 6 days 19 hours ago) and read 1212 times:

So, this summer I worked at PSU and got deductions from my paycheck (something that surprised me since as a student I thought I would be exempt from paying taxes). Anyway, I've been told that if I file income tax with the state of PA I can get refunded for that amount. However, being from PR, I don't know of any hurdles I might face since I'd be filing an out of state income tax report.

Can anyone shed more light on whether this is true and how to proceed?


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6 replies: All unread, jump to last
 
User currently offlinetugger From United States of America, joined Apr 2006, 5608 posts, RR: 8
Reply 1, posted (1 year 8 months 6 days 19 hours ago) and read 1201 times:

Quoting einsteinboricua (Thread starter):
Can anyone shed more light on whether this is true and how to proceed?

Here you go: www.portal.state.pa.us/portal/server.pt/document/629041/rev-758_pdf

(You'll need, and I am assuming you have, Acrobat Reader to open the link.)
Tugg

[Edited 2013-01-18 07:51:23]


I don’t know that I am unafraid to be myself, but it is hard to be somebody else. -W. Shatner
User currently offlinerfields5421 From United States of America, joined Jul 2007, 7607 posts, RR: 31
Reply 2, posted (1 year 8 months 6 days 18 hours ago) and read 1190 times:

1) Students are not exempt from paying taxes - just many to most young students do not have an income high enough to owe federal income tax.

2) Part of the deduction you saw was likely for Social Security and Medicare. You are not going to be refunded those amounts.

3) PA has a state income tax rate of 3.07%. You might not owe any state income tax based on your total income level.

You should receive a W-2 form from the employer which list the exact amount deducted for Federal Income Tax (FITW), State Income Tax, Social Security and Medicare.

Though most Puerto Rican residents do not have to file federal income tax, because you were employed outside Puerto Rico, you probably are required to file a US Federal Income Tax form for the 2012 tax year. You should definitely file a PA state income tax return if after doing the calculations you could get money refunded, or if your total income reaches levels requiring filing a return.

Being from Puerto Rico really has no impact on filing state income tax return. Hundreds of thousands to millions of people file state income tax returns for states where they do not live every year. When I was stationed overseas in the US Navy, I had to file Arkansas state income tax returns each year.

(My father and a lot of other people in my home town always had to file two state income tax forms each year - because he lived in Arkansas and was employed in Louisiana. He had to pay LA state income tax on his income, but he got to deduce the amount of income tax paid in LA from the amount of tax he owed in Arkansas. Most years he had no tax payable in Arkansas.)

[Edited 2013-01-18 08:03:54]

User currently offlineeinsteinboricua From Puerto Rico, joined Apr 2010, 3104 posts, RR: 8
Reply 3, posted (1 year 8 months 6 days 17 hours ago) and read 1154 times:

Quoting rfields5421 (Reply 2):
1) Students are not exempt from paying taxes - just many to most young students do not have an income high enough to owe federal income tax.

Then I imagine that varies by state. The summer of 2011 I earned about $5500 and received the full amount without any payments to SS and Medicare, and received it every two weeks. That was in WA.

Quoting rfields5421 (Reply 2):
2) Part of the deduction you saw was likely for Social Security and Medicare. You are not going to be refunded those amounts.

3) PA has a state income tax rate of 3.07%. You might not owe any state income tax based on your total income level.

I figured as much. Oh well   



"You haven't seen a tree until you've seen its shadow from the sky."
User currently offlineSSTeve From United States of America, joined Dec 2011, 706 posts, RR: 1
Reply 4, posted (1 year 8 months 6 days 12 hours ago) and read 1092 times:

Quote:
The Internal Revenue Code provides an exemption from FICA and Medicare taxes for students paid by the colleges and universities in which they are enrolled.

So Google informs me. So if you were enrolled in WA, but not enrolled in PA, that could explain the FICA withholding differences.

[Edited 2013-01-18 14:13:18]

User currently offlinerfields5421 From United States of America, joined Jul 2007, 7607 posts, RR: 31
Reply 5, posted (1 year 8 months 6 days 10 hours ago) and read 1064 times:

Quoting SSTeve (Reply 4):
So Google informs me.

Thanks for the info.

I wish that had applied back 40 years ago when I was in college.


User currently offlineN1120A From United States of America, joined Dec 2003, 26499 posts, RR: 75
Reply 6, posted (1 year 8 months 5 days ago) and read 984 times:

Quoting einsteinboricua (Reply 3):
Then I imagine that varies by state. The summer of 2011 I earned about $5500 and received the full amount without any payments to SS and Medicare, and received it every two weeks. That was in WA.

Remember, WA has no state income tax. When you combine that with the IRS exemption for FICA/Medicare, you only have federal taxes withheld.



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