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Level 5
April 1, 2021
Question

MA State Return

  • April 1, 2021
  • 11 replies
  • 47 views
 

Hi we trying to file taxes through 

 

I am US citizen and my spouse is on F-1 Visa since Aug 2017. My husband have got a 1042-s form(tax treaty). 

 

For MA state tax return "Income Exclusion for Massachusetts" Can we select "Resident of a foreign country that has a tax treaty with the U.S." and enter the amount of tax treaty in Exempt student wage of salary income.

 

Thanks for your time.

 

11 replies

MarilynG
Level 15
April 2, 2021

Yes, you can select 'Resident of Foreign County with Tax Treaty' for your husband's 1042-S in Massachusetts.

 

With an F-1 Visa, he is not yet considered a Resident, until his sixth year in the US.

 

Click this link for more Tax Tips for Resident and Non-Resident Aliens

 

 

 

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Level 5
April 2, 2021

@MarilynG  Thanks 

 

But he is married to a US citizen and filling taxes married filing jointly will he NOT be considered as Resident for tax purposes. 

 

Thanks 

 

MarilynG
Level 15
April 2, 2021

Yes, he can be considered as a Resident on your joint return.

 

You will need to mail your return and attach a statement if you choose to do this.

 

Click this link for more info on US Citizen Married to F1 Visa Holder

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