Eddie242424
Returning Member

Deductions & credits

@pk Indeed, using that treaty was my intention back then. I had a way to address this mismatch, but it is anyway maybe not very relevant now, as I want to be considered resident for that tax year 2021.

 

I think what you wrote here is precise: "I think you should have gotten a W-2 with no  income taxes withheld if you intend to assert  immunity from income taxation for the federal  side"; I already had a discussion with this past employer (just prior to declaring to the IRS that I used the US-Israel treaty), and we concluded my status as non-resident.

 

I understand your recommendation at the end regarding how to file now with Turbotax (and I already bought the 2021 software), but again my issue is with the W2; must I have a new W2 that has the explicit gross income in that case? or I can use this one that does not have that and still pay the federal and state taxes? sorry if I missed something in your message. Thank you