Suppose I entered US in year x month y with J1 visa, as a scholar/postdoctoral researcher. My question regards my status during year x+2: assuming that I also stay in US during full year x+2, is it true that during such year I will still be considered non-resident alien for tax purposes until month y-1, and therefore
- I will still benefit from tax treaty article 20, and
- I won't pay social security/medicare tax
exactly until that month (as opposed to ending in previous calendar year), because art. 20 is protected by saving clause in such treaty?
- For this same year, which form(s) of 1040 series will I have to file?
EDIT 3: MY CURRENT UNDERSTANDING: answer to 1 is positive, because of exemption from saving clause. For full year x+2, I will however be resident alien and therefore file 1040 and pay social sec/medicare. Now I don't see any contradiction, but please feel free to correct me.