SM2025
Returning Member

F1 Student to J1 Scholar

Hi,

I was a f1 PhD candidate from 2015 to 2023 with multiple entries and exits. I left USA on Nov 11 2023 for India having completed PhD. I am a Indian citizen. On Nov 8, 2024 I returned to USA to a different university as a postdoctoral fellow on J1 Research Scholar visa. I stayed from Nov 8 -Dec 3 2024. Then left for India for the winter break. I returned on Jan 23, 2025. I have these questions:

1) Can I be eligible for the J1 exemption from federal tax for two years for research scholars, teachers (art 22 India US tax treaty)?

2) What forms should I file now for 2024? Would a 1040 NR, form 8843, part time State tax (new Jersey), form 8233 all be needed? The University has been deducting federal, state and social security etc from the salary. Can I file a form 843 to get the social security etc back for 2024?

3) I plan to finish the contract in Oct 2025 or July 2025 and return to India. What forms will I file for next year to get the tax treaty exemption?