Forgot to claim tax treaty

[eahan99]

Hi!

I am a citizen of China and I am currently working under an F1 visa using my OPT. After I submitted my tax return through Turbotax I realized that I should be eligible for tax treaty. Now should I wait for my federal return to be accepted and then submit a 1040-X form and form 8833 to claim my tax treaty?

[SabrinaD2]

Yes, you should wait for your federal return to be accepted before submitting a 1040-X form and Form 8833 to claim your tax treaty benefits. Here's a quick guide:

1. Wait for Acceptance: Ensure your federal return is accepted by the IRS.
2. File Form 1040-X: Use this form to amend your return.
3. Include Form 8833: turboTax will help you complete this form is used to disclose your tax treaty position.

To log in and amend your return in TurboTax, follow these steps:

1. Log In: Go to the TurboTax login page
2. and enter your credentials.
3. Select the Year: On the Tax Home screen, scroll down to "Your tax returns & documents" and select the year you want to amend. (If this is a 2024 return just open your return and click the link that says amend)
4. Amend Return: Select the "Amend (change) return" dropdown, then "Amend using TurboTax Online"
5. Make Changes: Continue through the screens, make the necessary changes, and carefully answer the remaining questions to finish amending your return.

For more details, you can check the IRS guidelines on claiming tax treaty benefits.