J1 Research Scholar- Retroactive Tax- Repayment Advice
Need advice. I am an Indian citizen, currently on a J1 research scholar visa (since 2018) in the USA, working at a University. For the year 2018 and 2019, I had a tax treaty applied to my paycheck, which made me exempt from paying federal income tax. The tax treaty had a retroactive clause (pay back all of that federal tax if you stay in the US over 2 years, i.e., pay back the tax for 2018 and 2019 in my case). Now since I am in the USA for over 2 years, and planning to stay longer, I need to pay back the tax I owe as soon as possible. Does anyone have any experience with this, and please share it in that case? I assume I need to submit form 1040X but I'm not sure what else. Also, do I need to pay interest/penalty?
‎September 27, 2020
6:44 PM
