How to claim the US-Hungary tax treaty on a J1 retrospectively?

To‌ possibly receive the US-Hungary tax treaty benefits backward for your J-1 visa, you will need to change the years you used to get the benefits. Here are the steps to change in TurboTax.

1. Collect your J-1 visa, tax returns for 2020 and 2021, and income statements (e.g., W-2, 1042-S).
2. Use the same TurboTax account you used to file your original return.
3. On the Tax Home screen, scroll down to "Your tax returns & documents" and select the year you want to amend.
4. Amend Return: Choose "Amend (change) return" and follow the prompts to amend using TurboTax Online or Desktop. For detailed instructions, visit TurboTax Support and How to Correct Federal Tax Returns.
5.  Attach a statement to your amended returns explaining your J-1 status and the treaty benefits you're claiming.
6. Submit Forms: Save and file your amended return. Mail the amended returns and documents to the IRS.

For more details, refer to:

• Taxation of Alien Individuals by Immigration Status – J-1
• Claiming Tax Treaty Benefits