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    pkohli's Avatar
    pkohli Posts: 2, Reputation: 1
    New Member
    		  
    #1

    Mar 5, 2006, 05:34 PM
    F1- H1B Social Security and Medicare refund
    I read through some the posts, I was working on OPT (F1 Visa) from Jan - Oct 2005 and was on H1-B from Oct 1, 2005 onwards. It seems since I did not complete 183 days on H1-B I still qualify as a non resident and should
    File 1040NR or 1040NREZ with the standard deductions (from India).
    Am I also applicable for a refund of the medicare and social security that has been deducted from Oct - Dec 2005 while I was on H1-B ? If yes, could you advise how to go about it (what forms to fill etc).

    Thanks a lot ! All the information here is very helpful !:)
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Mar 5, 2006, 07:34 PM
    Yes, you should be able to claim the refund by filing Form 843.

    Download IRS Pub 519 from www.irs.org and read pages 45-47 for the procedure and supporting documentation you will need.
    vikramdesai's Avatar
    vikramdesai Posts: 6, Reputation: 1
    New Member
    		  
    #3

    Mar 6, 2006, 01:46 PM
    Hi pkohli,

    I don't think you are entitled a refund of the SS and Medicare taxed while you were on H1B (Oct 2005 onwards)

    You can only claim for a refund if your SS and Medicare were withelf while you were on OPT... that is Jan 2005 to Oct2005

    Please correct me if I am wrong.
    pkohli's Avatar
    pkohli Posts: 2, Reputation: 1
    New Member
    		  
    #4

    Mar 6, 2006, 06:01 PM
    Hi Vikram,

    I think you are right, I talked to my employer and they said the same thing that I would not be entitled for a refund from oct-dec 2005 while I was on H1B.

    Thanks for the response !
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #5

    Mar 6, 2006, 10:47 PM
    You are both right! I mis-read the posting.
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