Tax Information for Students & Scholars
Taxes will be due on April 17, 2018
All F-1 and J-1 students and scholars are required to file for U.S. taxes. It doesn’t necessarily mean you will end up paying taxes; that is determined through many factors. At the very least, every student and scholar must submit the Form 8843.
If you are considered a resident or non-resident for tax purposes, or if you received income in the last year, this will determine if you file Form 8843. In general, visa holders will file Form 8843 if they:
- Were an exempt individual.
- Were unable to leave the United States because of a medical condition or medical problem.
W-2s – Paid employment
If you have been employed or received W-2s, you probably will need to file. Again, you may not owe money. You may even get a refund. In any case, you definitely must file.
Determining Tax Residency
To determine if you are a resident for tax purposes, please visit this website.
If you determine that you were a resident for tax purposes, you can file the regular tax forms, for example 1040, 1040EZ, etc. You may also use services like Turbo Tax, H&R Block, and/or other certified tax accountants.
Social Security and Medicare Taxes
If you need help filing your tax forms, you have several options:
IRS recommended Tax Preparation Sites
- Be sure to call ahead and ask if they prepare 1040NR, 1040NR-EZ, 540NR and 540NR-EZ
- Sprintax - Tax preparation assistance specifically for international students (use the discount code: CSUMB2017F5)
- GLACIER Tax Prep - Individual License Online help for Federal Tax forms
Please be careful using tax software on your own. Many programs do not have adequate features for international students and scholars.
For more information and access to the forms, visit the links below:
- Form 1040-NR
- Inst 1040-NR
- Form 1040-NR-EZ
- Inst 1040-NR-EZ
- See “Form Number and/or Keywords” type 540-NR for a complete list
NOTE: The International Programs Office does NOT have an advisor trained in the complexities of the U.S. tax codes and therefore cannot advise on tax issues. If you need assistance, please consult one of the websites above.