Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Social Security Tax

Social Security and Medicare Tax Liability

Topic Activity

Jose is a junior at the state university. He has been in F-1 visa status since he arrived in the U.S. two years ago. In this tax year, he had wages of $3,905 from his job on-campus. His wage statement shows that $220.63 of Medicare and social security taxes were withheld in error. The university has refused to refund his money. Which documents does Jose not need to submit with his Form 843?

Form W-2, Wage and Tax Statement
Form 8316, Information Regarding Request for Refund of Social Security Tax
Form I-797, USCIS Approval Notice
Copy of Form 1040NR, U.S. Nonresident Alien Income Tax Return (or Form 1040NR-EZ), for tax the year in question


Jose