echo0o
Returning Member

Tax residency for a researcher under H-1B

Hello,

I am a newly arrived alien under H-1B visa (September 2020) with no immigration history in the US. I am French and I have been paying taxes in France up until departure. I am employed as a research associate by an American University.

My US financial institution requests that I fill in a W-9 form. I am puzzled by having to declare I am a US tax resident whereas I will not pass the substantial presence test for this year. Is W-9 the correct form in my case?

Furthermore, would I be eligible to the 2-year tax exemption under the Tax Treaty between the United States and France (article 20 - Teachers and Researchers)?

Thank you