2005 Tax Information Treaty Country List


 

Scholarship/Fellowship Excluded

Excludable Service Income

TREATY COUNTRIES – 2005

For Students

 

 

* Barbados (Article 20)

No

0

Belgium (Article 21)

Yes

$2,000

** Canada (Article 15)

No

$10,000

China (Article 20)

Yes

$5,000

Cyprus (Article 21)

Yes

$2,000

Czech Republic (Article 21)

Yes

$5,000

Egypt (Article 23)

Yes

$3,000

Estonia (Article 20)

Yes

$5,000

France (Article 21)

Yes

$5,000

**** Germany (Article 20)

Yes

$5,000

* Hungary (Article 18)

No

0

Iceland (Article 22)

Yes

$2,000

* India (Article 21)

No

0

Indonesia (Article 19)

Yes

$2,000

Israel (Article 24)

Yes

$3,000

* Jamaica (Article 21)

No

0

Japan (Article 20)

Yes

$2,000

Kazakhstan (Article 19)

Yes

0

Korea (Article 21)

Yes

$2,000

Latvia (Article 20)

Yes

$5,000

Lithuania (Article 20)

Yes

$5,000

Luxembourg (Article 21)

Yes

0

* Malta (Article 22)

No

0

Morocco (Article 18)

Yes

$2,000

*** Netherlands (Article 22)

Yes

$2,000

Norway (Article 16)

Yes

$2,000

***** Pakistan (Article 13)

No

$5,000

Philippines (Article 22)

Yes

$3,000

Poland (Article 18)

Yes

$2,000

Portugal (Article 23)

Yes

$5,000

Romania (Article 20)

Yes

$2,000

Russian Federation (Article 18)

Yes

0

Slovak Republic (Article 21)

Yes

$5,000

Slovenia (Article 20)

Yes

$5,000

****** Spain (Article 22)

Yes

$1,950

Thailand (Article 22)

Yes

$3,000

Trinidad and Tobago (Article 19)

Yes

$2,000

Tunisia (Article 20)

Yes

$4,000

Ukraine (Article 20)

Yes

0

Venezuela (Article 21)

Yes

$5,000

  

*

Under the Barbados, Hungary, India, Jamaica and Malta treaties you may elect to be treated as a U.S. resident for tax purposes, thus, taking a standard deduction as well as a personal exemption.  In order to do this, include on Line 11 of Form 1040NR-EZ the amount of the U.S. standard deduction, which in 2005 is $5,000.

 

**

If you are a resident of Canada, you cannot exclude your scholarship or fellowship stipend.  If you earn less than $10,000 service income, then such service income can be excluded.  However, if you earn $10,000 or more in service income all such income is subject to tax.

 

***

The fellowship exception for the Netherlands only applies if you know you will not be here for more than three years.  If you are here for more than three years retroactive tax is imposed.

 

****

The German treaty allows the scholarship and fellowship exemption for an unlimited period of time.  However, the exemption for service income is only available if you will be physically present in the U.S. for less than 4 years.

 

*****

If you are a resident of Pakistan, you cannot exclude fellowship income.  However, you can exclude up to $5,000 service income.

 

******

The treaty with Spain allows you to exclude $5,000 service income less the personal exemption amount which is $3,200 for 2005, for an exemption of $1,950.