Hi all, I have a question regarding tax treaty benefit and retroactive tax pay. I entered US on J1 visa in Oct 2022 (and currently residing in US), and availed tax treaty benefits from Oct 2022 to Oct 2024. Since I stayed for more than two years, I may be subject to retroactive tax for the entire period of two years. I have checked with the IRS helpline (in mid-feb) and they said, there is no balance or due from my side and I do not need to anything. I still only received W2 (at the time of writing this).
With this information, I have the following questions:
1.) Do I have to pay the retroactive tax, based on my interaction with the IRS staff?
2.) If yes, how do I initiate this retroactive payment?
3.) I read online that I should amend the tax return for the years 2022 and 2023. If that is the case, should I just treat the previous tax returns for 2022 and 2023 as erroneous and amend tax return by simply treating it as a tax return without tax treaty benefits?
Thank you so much in advance.
