mariambuzz
Mar 3, 2008, 09:39 PM
Hello there, I hope this finds you well.
I actually have two questions, which I hope you will be able to help me with. My first is in reference to tax year 2006, and the second is in regards to tax filing for 2007.
I have been in the United States since January 2002 on an F-1 visa. Starting in June of 2006, I began employment on OPT. During 2006, social security taxes were being deducted from my wages. While preparing my taxes using software, I was alerted that those deductions should never have been made, and that I was entitled to a refund. Upon filling out form 843 and following up with the tax advocate I was assigned, I was told that I was not eligible for this refund because I met the requirements for the substantial presence test. I have read elsewhere that f-1 visa status excludes me from that category. I am wondering whether this is something that I could appeal at this late stage, and what the chances are, in your estimation, that I may actually succeed in getting these monies returned to me?
My second question is about the 2007 tax year. I left the US after the expiration of my OPT in June 2007, and returned again in October of 2007 to the same employer as a green card holder. Should I file as having dual status? Also, should I be making social security deductions from my wages now that I am a permanent resident?
Thank you so much for your time! However much detail you are able to provide would be much appreciated, including what forms I should fill out and any other advice you are able to think of. Thanks again.
I actually have two questions, which I hope you will be able to help me with. My first is in reference to tax year 2006, and the second is in regards to tax filing for 2007.
I have been in the United States since January 2002 on an F-1 visa. Starting in June of 2006, I began employment on OPT. During 2006, social security taxes were being deducted from my wages. While preparing my taxes using software, I was alerted that those deductions should never have been made, and that I was entitled to a refund. Upon filling out form 843 and following up with the tax advocate I was assigned, I was told that I was not eligible for this refund because I met the requirements for the substantial presence test. I have read elsewhere that f-1 visa status excludes me from that category. I am wondering whether this is something that I could appeal at this late stage, and what the chances are, in your estimation, that I may actually succeed in getting these monies returned to me?
My second question is about the 2007 tax year. I left the US after the expiration of my OPT in June 2007, and returned again in October of 2007 to the same employer as a green card holder. Should I file as having dual status? Also, should I be making social security deductions from my wages now that I am a permanent resident?
Thank you so much for your time! However much detail you are able to provide would be much appreciated, including what forms I should fill out and any other advice you are able to think of. Thanks again.