View Full Version : Social security and medical taxes deducted on OPT/F1
 
 swapnil700
Mar 19, 2013, 06:53 AM
I was on F1 status from August 2009- January 9, 2012. My OPT started from Jan 9 ( effectively still f1 visa status), my employer deducted medicare and social  security taxes during the period of January - March, I applied for H1 in  April and got approved and effective in Oct.  As I understand I shouldn't have paid those social and medical taxes during that period. I asked my employer about the deducted taxes and they said its not in their hands.  I want to know if there is a separate form to describe those deductions and also if I am eligible to use turbo tax based on Substantial presence test ? 
 
Also. social and medical taxes were also deducted from April until October, do I have to claim that too? I got H1 approval notice in May though the H1 starts in Oct.
 AtlantaTaxExpert
Mar 19, 2013, 07:05 AM
Your employer is wrong; they can get you a refund if they wanted to.
 
Get a refusal letter from the employer, then submit Forns 843 and 8316 to get the FICA tax refund.
 swapnil700
Mar 19, 2013, 07:12 AM
I am planning to talk with my employer one final time, should I be requesting refund till April (when I applied for H1), or May (when H1 was approved), or Oct ( when H1 Status started).
 
Appreciate your quick response.
 swapnil700
Mar 19, 2013, 07:13 AM
Your employer is wrong; they can get you a refund if they wanted to.
 
Get a refusal letter from the employer, then submit Forns 843 and 8316 to get the FICA tax refund.
 
I am planning to talk with my employer one final time, should I be requesting refund till April (when I applied for H1), or May (when H1 was approved), or Oct ( when H1 Status started).
 
Appreciate your quick response.
 AtlantaTaxExpert
Mar 19, 2013, 07:20 AM
Your refund is based on the EFFECTIVE date of the H-1 visa.
 swapnil700
Mar 19, 2013, 07:24 AM
Your refund is based on the EFFECTIVE date of the H-1 visa.
 
I already have a W2 ? 
 
If my employer complies on refund, should I request for a new corrected W2 ?
 
Should I be filing dual status?
 AtlantaTaxExpert
Mar 19, 2013, 07:29 AM
A corrected W-2 will be needed.
 
If the effective date is 1 Oct 12, file as a non-resident alien.
 
If the effective date is May 2012, then file a dual-status return is needed.
 swapnil700
Mar 19, 2013, 07:35 AM
a corrected W-2 will be needed.
 
If the effective date is 1 Oct 12, file as a non-resident alien.
 
if the effective date is May 2012, then file a dual-status return is needed.
 
I was going through your profile, your webpage does not entertain 1040NR.
 
I wanted to ask you if you could do my taxes, and how much it would cost
 AtlantaTaxExpert
Mar 19, 2013, 07:44 AM
Please send me an email, as I cannot quote fees on the forum.