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Excellent. Wasn't aware that it is (a) OR (b). I thought both of requirements need to be met. Thanks for the quick clarification

To touch back on the treaty exemption part...

It's been established that I am (my income from US is) NOT eligible for the exemption, that's fine.

But for my wife, I am still a little bit confused. She worked as a part-time Physical Therapist Aide at a private clinic. As mentioned, she made just ...

Thank you very much, nelsona. I really appreciate that. More reading ahead but a lot of things have been cleared up

Thanks.

What I am currently stumped at is the very beginning of the form 1040, Line 8. It says specifically

"do not include amounts exempted under a tax treaty. Instead, include these amounts on line 22 and complete item M on page 5 of 1040NR"

How do I determine the tax exemption?

Thanks again

Hello,

I am still trying to wrap my head around the situation in preparation for the tax filing. Scenario:

- I moved to California in Feb 01, 2008 as a J-1 research scholar (No Canadian income for the entire 2008)
- My W-2 Box 1 is about $40,000 USD with federal, state, social security and ...

Hello,

I am still trying to wrap my head around the situation in preparation for the tax filing. Scenario:

- I moved to California in Feb 01, 2008 as a J-1 research scholar (No Canadian income for the entire 2008)
- My W-2 Box 1 is about $40,000 USD with federal, state, social security and ...