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Level 2
April 30, 2020
Solved

Should I file 8833?

  • April 30, 2020
  • 2 replies
  • 33 views
I applied for tax treaty in Federal tax. I have stipend from school which I believe is counted as student income. Is this included as the exception of filing form 8833?
Best answer by SusanY1

It depends.  You didn't mention which country's tax treaty you are relying upon, and each treaty is unique.  

 

Some of the treaties with the U.S. do cover stipend's from school and the correct form for filing a treaty-based return position is Form 8833.  However, whether you file it with Form 1040, which TurboTax supports, or Form 1040NR, which TurboTax does not depends on your status as a tax resident or nonresident. 

 

If you are a nonresident and file on 1040NR, we recommend SprinTax.com.  

 

You can learn a bit more about the two different filing statuses here: Which form to file?

 

You can also learn more about some of the unique tax situations that apply to foreign students here: Foreign Student Liability for Social Security Tax.

2 replies

SusanY1
SusanY1Answer
Level 15
May 6, 2020

It depends.  You didn't mention which country's tax treaty you are relying upon, and each treaty is unique.  

 

Some of the treaties with the U.S. do cover stipend's from school and the correct form for filing a treaty-based return position is Form 8833.  However, whether you file it with Form 1040, which TurboTax supports, or Form 1040NR, which TurboTax does not depends on your status as a tax resident or nonresident. 

 

If you are a nonresident and file on 1040NR, we recommend SprinTax.com.  

 

You can learn a bit more about the two different filing statuses here: Which form to file?

 

You can also learn more about some of the unique tax situations that apply to foreign students here: Foreign Student Liability for Social Security Tax.

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Level 2
May 10, 2020

Thank you for response! It's the treaty between China and US.