Hallo everyone,
For 2019, I received a W2 and a 1042-S form (income code 19). From a previous post here (last year), I saw that I can add the income from the 1042-S as a negative number under the federal taxes part under Miscellaneous Income and then "other income". Is that still correct?
How do I know, if I need to file a 8833? And do I need to file in paper and add the 1042-S and W2?
As I was under the J1 treaty from my home country, I used to have to file the 8043, not the 8033 - what is the difference?
Thank you very much for your help!
Form 8833 is for Treaty-Based Return Position Disclosure
https://www.irs.gov/pub/irs-pdf/f8833.pdf
Form 8843 is for claiming exempt from counting days for different visa types like F or J visa
https://www.irs.gov/pub/irs-pdf/f8843.pdf
If you qualify for a treaty benefit between your country and the US, you would file a Form 8833.
To see if you qualify for the treaty exemption, click here: https://www.irs.gov/pub/irs-pdf/p901.pdf
To enter the tax treaty exemption in the program, here are the steps:
Hallo @LinaJ2020 !
Thank you very much for your quick answer! In the 8833 I cannot really understand if I qualify for the treaty of my country. I thought so, because it goes for 2 years and the first month of 2019 it should still be under the treaty. But then I also count as a full resident for tax purposes - does that impact the treaty qualification? Do you happen to know what sections they are referring to at the 8833 (i.e. section 6114 or 7701(b))? Or where I would find that?
Thank you very much!
When did you first enter the US on J 1 visa? Are you still on J? How long have you been living in the US?