Jump to content

Recommended Posts

Posted

Hi

A young employee is a full-time employee for couple of years under "student visa". 

Is it reasonable to exclude under "anyone who is on a student visa is excluded".

He is also a non-resident alien which is standard exclusion in my documents.

Unfortunately, must be included in all tests due to full-time status which US based income, at least they way I know.

Thank you

Posted
54 minutes ago, Jakyasar said:

Hi

A young employee is a full-time employee for couple of years under "student visa". 

Is it reasonable to exclude under "anyone who is on a student visa is excluded".

He is also a non-resident alien which is standard exclusion in my documents.

Unfortunately, must be included in all tests due to full-time status which US based income, at least they way I know.

Thank you

I doubt he is a non-resident alien. If so we wouldn't be having this discussion. The exclusion seems reasonable to me. He will still count against you for 410b purposes, but the average benefits test should still be available.

Posted
On 6/24/2021 at 7:05 PM, Mike Preston said:

I doubt he is a non-resident alien. If so we wouldn't be having this discussion.

He is not a non-resident alien without US income , but on a student visa he most likely is a non-resident alien*.

*depending on the student visa type, 1-5 years before he would be considered a resident alien for tax purposes.

 

 

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use