PPrasad
Returning Member

Which form to select for Tax - 8233 or W4?

Dear Expert,

I am a F-1 Visa student (from India) and will start working full-time on my first OPT in US. I am married and my husband is on F-1 visa too but he is still in school.

While filling the pre-employment documents, I have been asked to take Federal Survey with following optiions:

1. Foreign Earned Income Exclusion - I expect to qualify for foreign earned income exclusion under either bona fide resident or physical presence test for calendar year

2. Nonresident Alien - I am exempt from withholding on compensation for independent (or eligible dependent ) personal services of a nonresident alien individual Instructions for Form 8233

3. I want to continue in English

 

Option 2 leads me to form 8233 (asking Treaty name and article number information) and option 3 leads to Form W4 (which says that I have to apply as single even if I am married)

I am confused which option is applicable for an Indian F-1 Student and any guidance would be hoghly appreciated.

Thank you in advance,