Dear Experts,

I am a fellow from Thailand with J-1 visa. I am employed by the U.S. federal government. On my earnings statement, there are deductions for both OASDI and Medicare. Am I eligible for exemption? If so, how do I file for the exemption?

Will I be eligible for any tax treaty such as Treaty Article Citation 22(1) in Publication 515? I do not know whether I am qualified under "fellowship grant".

Thank you in advance for your kind advice.

Heng

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Originally Posted by Heng

Dear Experts,

I am a fellow from Thailand with J-1 visa. I am employed by the U.S. federal government. On my earnings statement, there are deductions for both OASDI and Medicare. Am I eligible for exemption? If so, how do I file for the exemption?

Will I be eligible for any tax treaty such as Treaty Article Citation 22(1) in Publication 515? I do not know whether I am qualified under "fellowship grant".

Thank you in advance for your kind advice.

Heng

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How long have you been in the US and how long on the J1 visa? That's going to have a big impact.

TTE has this one and I expect he will cover it with his normal thoroughness! :-)

Thank you both The Texas Tax Expert and AtlantaTaxExpert for your prompt response. I am sorry for a late reply as I was disconnected.

I had been on F-1 visa for 6 years for my graduate training. Recently I have received a J-1 visa for 2 years to work as a fellow. I appreciate your advice.

Because of your previous6 year's on F-1, youhave LOST your exempt status under the J-1 visa and are liable for all taxes (federal and state income, Social Security ann Medicare).

Many thanks for your expert advice!

Glad to help!