Tax Forms – due April 15 for the previous year
All international students in the United States in 2014 are required to fill out and mail income tax forms with the Internal Revenue Service (IRS) even if they did not make any money.
The Office of International Student Services has purchased a limited number of access codes for UIS international students to use Glacier Tax Prep (GTP) to complete, sign, and mail their required tax forms. Current UIS F-1 students have first priority in receiving an access code, followed by students who graduated in December and are on OPT. Access codes and instructions will be mailed to students in early February.
Please note the following:
- The OISS does not provide any other tax information or advice. Tax software is provided as a helpful service to the students, but OISS is not qualified to answer any tax-related questions.
- Income tax reporting and payment are the obligation of each individual student.
- Tax-related questions can be addressed to GTP’s free Support Center link, H&R Block (information below) for their fee-based services, or to any other tax service with expertise in international student tax issues and tax treaties.
- International tax forms, when completed and typed online, must be printed, signed and mailed to the appropriate IRS office.
- Tax forms are due on April 15.
- Sharing access codes with any other person is strictly prohibited.
Q: What’s the basic background of U.S. taxes? I just don’t understand it.
A: When students get a pay check from a campus job, or GA/GPSI (or get a scholarship or tuition waiver or make interest on a bank account) taxes are involved. For example, if a student is supposed to make $300 in a month, their paycheck is always a little bit less than that (like maybe $250) because an estimated amount of tax has been “withheld” from it. Students need to fill out and mail in tax forms each spring by April 15 and will probably get some or much of the withheld money back from the government. When filling out tax forms, students will include information on how much money they made, how much money was already taken out in “tax withholding” from their paychecks, how long they’ve been in the U.S., and what country they are from/what tax treaty to review. After completing the federal tax forms using GTP, students will be directed to complete a similar tax form for their state (for example, IL1040NR).
Q: What will Glacier Tax Prep help me with?
A: GTP will help you…
- determine which tax forms you need to complete
- determine your “residency for tax purposes”
- determine if are eligible for tax treaty benefits or a standard deduction
- assists with completion of the 1040NR-EZ or 1040NR form
- prepares a completed federal tax form for you to print, sign, and mail in and what documents to attach to it.
Q: How do I get started?
A: After you receive your pdf instructions and access code and have gathered the required documents (see next question below), go to www.glaciertax.com/login, hit the “create a new account” button, type in your access code. You will then be asked to create your own personal, private login. Then login and begin answering the questions that are posed to you.
Q: What documents do I need in order to use Glacier Tax Prep?
A: You will need the following…
- your GTP access code available from ISS
- GTP instruction sheet emailed to eligible students and available on ISS website
- Social Security Number (SSN) or ITIN if you had any U.S. source income
- U.S. entry and exit dates found stamped in your passport or accessed in the travel history portion of your I-94 record on the CBP website
- foreign and local address
- Tax forms that have been mailed to you or that you have been instructed to download from the University (including, but not limited to W-2, 1042-S, and 1098). Be aware that you may not have any of these.
Q: What if I didn’t make any money last year and didn’t get any scholarships?
A: You still have to complete a basic form. In general…
Students who were inside the U.S. last year but had no income:
complete IRS form 8843 (http://www.irs.gov/pub/irs-pdf/f8843.pdf) top section, parts 1 and 3 and signature on the back. Then mail it to the address on p.3 of the link
Students who were inside the U.S. last year and did have income:
complete the 8843 as above, and also complete the 1040NR-EZ or 1040NR using GTP, print and sign, attach required documents like W-2. Complete State of Illinois IL1040NR, print, sign and attaché required documents like W-2. Mail the federal forms to the address given in the instructions and mail the Illinois form to the state address given in the instructions.
You may also find these resources helpful especially if you decide not to use our tax preparation software.
- All students should fill out and file form 8843.
- Those with any income will also need to file form 1040NR or 1040NR-EZ.
- Other information for students and scholars can be found on the Internal Revenue Service website.
- Your country may have a tax treaty with the United States that affects your tax obligations.
- You may also have an obligation to file a return with the State of Illinois. These links will take you to the form that you will need and the instructions for completing it.
NAFSA: Association of International Educators has prepared a brochure that you may find helpful in understanding more about your obligations to file an income tax return with the Internal Revenue Service. It also contains some additional resources.
The following tax preparation office in Springfield can assist with both your federal and state returns. They have indicated that they are familiar with the requirements for F-1 students. You should inquire as to how much the assistance will cost when you make your appointment.
- H & R Block, 1873 Sangamon Ave. Please call 789-4100 and make an appointment with Carol Rodems.