J-1 Researcher claiming US-UK tax treaty refund
Hi, I was on a J-1 visa as a Researcher in the US in 2008. My employment ran from 15th Jan 2008 to 30th Dec 2008, and I entered and left the US a couple of weeks either side (entered 2nd Jan 2008 and left 6th Jan 2009).
The university where I worked in Massachusetts withheld social security, medicare and federal and state income tax and I've just discovered I can claim all of these back under the US-UK tax treaty. How exactly do I do this? I understand that the federal tax will be refunded via filing with the IRS, and state tax will be refunded via filing with the state (MA). But I saw somewhere else that I need to try and claim the social security and medicare back from the university? Is there a particular procedure for doing this?
And, in my situation, what forms do I need to file to complete my tax filing for 2008?
For IRS: Form 8843, 1040NR. What about Form 8833? Any others?
For state (MA): Form 1? Any others?
And one more question: on my W-2, I have two entries in the box 12 section. With code C, 3.60, and with code P, 2339.84. When I fill in my 1040NR, do I have to enter these amounts anywhere? If I am claiming my salary is exempt under the treaty, then line 8 on the 1040NR will be 0 - or do I need to write in either or both of these W-2 box 12 amounts? Or are they included in line 22 of the 1040NR? Or do I just ignore them?
Many thanks in advance!