Okay, thanks. I know by experience that the fellowship qualifies; we filed our tax returns in the same way for many years and never had to pay additional state taxes. This is a first. So I have one last question: do I understand correctly that the resident alien status for tax purposes is "retroactive"? That is, even if the tax withheld situation was different when the 1042-S was issued in 2023, when we were still non-resident aliens for tax purposes, now that we file as resident aliens then those rules do not apply anymore? This might explain why we owe taxes to the state this year, whereas our tax return was clear last year.
Thank you for your patience and assistance. This tax season's been a learning curve.
