Reply To: Retroactive Tax Treaty – Tax return

[Guillaume]

I’m a french citizen who did an internship in a US University from August 2023 to February 2024. As a french citizen working in public research, I got a total tax exemption because of a tax treaty between the US and France.

When I arrived in the US, I didn’t got my SSN, so, for my first three paychecks, I got taxed at 30% of my total income. After I received my SSN, the tax treaty applied and I got a total tax exemption. Nevertheless, my tax treaty should be retroactive and I should do a tax return to recover the 30% of my first three paychecks. The University gave me a Form 1042-S which doesn’t reflect any tax withholding.

What do you think I should change or add to correctly do my tax return and recover the taxes of my first three paychecks ?

[HurryUp]

Also, there might be a specific IRS form that is used for just such an issue. The University might have a department to help out. Maybe you can ask one of the international finance/accounting professors.