Knowledge Base/FICA Exemption

FICA Exemption

This is general information, not professional tax advice. For your specific situation, please consult a qualified tax professional.

The Rule

  • Au pairs on J-1 visas who are nonresident aliens are exempt from FICA taxes (Social Security and Medicare).
  • Legal basis: IRC Section 3121(b)(19) — services performed by a nonresident alien temporarily in the US on a J-1 visa.
  • This is NOT a treaty benefit. It applies to all J-1 NRAs regardless of country.

What FICA Taxes Are

  • Social Security tax: 6.2% of wages (employee portion)
  • Medicare tax: 1.45% of wages (employee portion)
  • Total: 7.65% of wages

If FICA Was Incorrectly Withheld

  • Some host families or payroll services incorrectly withhold FICA taxes from au pair wages.
  • The au pair can get this money back.

Step 1: Ask the Employer

  • First, ask the host family or their payroll service for a refund.
  • The employer can file Form 941-X (amended employment tax return) to correct the error and refund the taxes.

Step 2: File with the IRS (if employer can't refund)

If the employer refuses or is unable to refund:

  • File Form 843 (Claim for Refund and Request for Abatement)
  • Attach Form 8316 (Information Regarding Request for Refund of Social Security Tax)
  • Attach a copy of the W-2 showing the FICA withholding
  • Attach a letter from the employer stating they cannot provide the refund
  • Attach a copy of the J-1 visa or I-94

Where to Mail

  • Internal Revenue Service, Ogden, UT 84201-0038

Processing Time

  • IRS FICA refund claims typically take 6-12 months to process.
  • The refund amount = W-2 Box 4 (Social Security tax) + W-2 Box 6 (Medicare tax).

Important

  • This exemption only applies while the au pair is a nonresident alien.
  • If an au pair becomes a resident alien (after 2+ calendar years and meeting the substantial presence test), FICA taxes apply normally.

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