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

    Feb 2, 2009, 02:44 PM
    OPT + H-1B taxes
    Hello,

    I have been working in the US as a student on OPT for the following duration:
    July 2007 - September 2008

    On October 2008, I switched to H-1B status on a "Change of Status" petition.

    For the Financial Year 2008, I have been on OPT for 9 months of the year and I have been paying Social Security and Medicare taxes since October 2008.

    I am not subject to the Substantial Presence test, since I have only been in the country since August 2005.

    I wanted to know if I can reclaim the SS and Medicare taxes that I've paid in this year, since I would be considered a Non-Resident. What forms would I have to fill out? What deductions can I claim? I received a credit refund note from the IRS of $400 that can be applied to my taxes. Can I claim that refund?

    Thanks in advance!

    TRP
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #2

    Feb 3, 2009, 01:47 PM
    TRP:

    The payment of FICA taxes has NOTHING to do with the Substantial Presence Test in your case.

    You become liable for Social Security and Medicare taxes the day your H-1B visa became effective, which was 1 October 2008. Based on your posting, that is when your employer started withholding those taxes, which was correct.
    trpsomewhere's Avatar
    trpsomewhere Posts: 2, Reputation: 1
    New Member
     
    #3

    Feb 3, 2009, 01:51 PM
    Quote Originally Posted by AtlantaTaxExpert View Post
    TRP:

    The payment of FICA taxes has NOTHING to do with the Substantial Presence Test in your case.

    You become liable for Social Security and Medicare taxes the day your H-1B visa became effective, which was 1 October 2008. Based on your posting, that is when your employer started withholding those taxes, which was correct.
    Thanks for the input! Also, should I fill out the 1040NR form for this year? Is it all right if I fill out the regular 1040 forms? Can I use software like TurboTax for filing taxes this year, rather than filling it out manually?
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #4

    Feb 3, 2009, 09:19 PM

    If you are single, you can only file nonresident tax return and Form 8843.

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