I have been a J1 researcher from April 2017 to Jan 2020. The 2019 taxes is the first year the substantial presence test is active and I have become resident for tax purposes. The two years before I could fill out form 1040NR and tax exemption was easy to report. I have a W2 form with my wages. My taxes were not withheld for Jan-March of 2019, but were withheld starting April 2019. How do I claim my last 3 months of US-German tax treaty? Can I do this with TurboTax free edition? Do I need form 8833?
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@taba do you still need help?
Please look at your W-2 because I suspect that your employer would have adjusted the line 1, line 3 and line 5 for the situation-- as long as they were aware of the treaty situation ( form your post they appear to have been ).
If that is not true then you do have to prepare a form 8833 and therefore use file-by-mail. You can prepare the return based on adjusted return i.e excluding the J-1 period income and attach a copy of the W-2 and 8833.
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