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tzword06
New Member

How to apply Chinese student $5000 exemption treaty to the federal tax return? I didn't see any information included while filling out the forms.

 
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3 Replies
LinaJ2018
Intuit Alumni

How to apply Chinese student $5000 exemption treaty to the federal tax return? I didn't see any information included while filling out the forms.

Here are the instructions:

1.  Report your full income. Then enter the treaty exempt amount as negative amount ( -5000) under                                            Federal Taxes / Less Common Income / Miscellaneous Income 1099A, 1099C / Other Reportable Income

2.  You will have to file form 8833 from IRS to claim an exception.  https://www.irs.gov/pub/irs-pdf/f8833.pdf

3.  You cannot e-file.  You can still use the TurboTax program to prepare your tax forms, but you need to print them out            and submit by mail along with the form 8833. 

 

How to apply Chinese student $5000 exemption treaty to the federal tax return? I didn't see any information included while filling out the forms.

Hi, I want to point out that 8833 is NOT necessary for STUDENTS claiming treaty benefits. Exact wordings from IRS: "You claim a treaty reduces or modifies the taxation of ...income of…students...This includes taxable scholarship and fellowship grants". See publication 519. Further, can you show the IRS official documentation banning e-file in this situation? I am unable to find any publication that documents this.

How to apply Chinese student $5000 exemption treaty to the federal tax return? I didn't see any information included while filling out the forms.

Hi,

I want to point out that 8833 is NOT necessary for STUDENTS claiming treaty benefits.  Exact wordings from IRS: "You claim a treaty reduces or modifies the taxation of ...income of…students...This includes taxable scholarship and fellowship grants".  See publication 519.

Further, can you show the IRS official documentation banning e-file in this situation?  I am unable to find any publication that documents this.
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