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Level 5
April 1, 2021
Question

MA State Return

  • April 1, 2021
  • 1 reply
  • 3 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.

 

1 reply

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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