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    fcivano's Avatar
    fcivano Posts: 19, Reputation: 1
    New Member
    		  
    #1

    Apr 9, 2009, 08:34 AM
    Federal taxes
    Hi,
    I am italian postdoctoral fellow under a J1 Visa (second year in US) working for the
    Smithsonian Astrophysical observatory.
    Do you think I am exempted for federal taxes?
    For an unknown reason, on my 1042-S document I have a code 15 (researcher/fellowship) and I have exemption code 00.
    I already did estimated payment for federal taxes for 2008.
    Do you think I can use the Italian-US treaty for being exempt?
    Do you think I have to attach my 1042-S to the taxes form?

    Thanks
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
    		  
    #2

    Apr 9, 2009, 08:50 AM

    On J1 as researcher you are exempt from federal income tax for two year. You will file nonresident form 1040NR-EZ and 8843. Read page 16 of IRS publication 901: The Tax Treaties.
    Read: Your U.S. Tax Return: U.S. Tax Filing Requirements for Non-Residents
    fcivano's Avatar
    fcivano Posts: 19, Reputation: 1
    New Member
    		  
    #3

    Apr 9, 2009, 08:54 AM
    Thanks for the reply.
    I am a J1 researcher but I don't teach. Do you think the tax treaty is still valid?
    What can you tell me about the code 15 and exemption code 00 reported on my 1042-S? Do I have to attach the 1042-S to my tax forms?
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #4

    Jun 8, 2009, 02:27 PM
    You are doing research at the Smithsonian. By any definition, you are a researcher and therefore exempt.

    Yes, attach the Form 1042-S to your tax return.
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