Meeting Your Tax Obligations

Meeting Your Tax Obligations

 

We have teamed up with Sprintax to provide you with an easy-to-use tax preparation software designed for nonresident students and scholars in the US. You will receive an email from the Office of International Students and Scholars (OISS), well before the tax filing deadline, providing you with a link to Sprintax to set up your account as well as your unique code to use on Sprintax. This unique code will cover the costs of the federal tax return and 8843 at no cost to you. 

We (and all other university staff) are not qualified or allowed to provide individual tax advice. We hope the following information will be helpful as you consider filing your taxes. 

Determine Your Tax Status For 2021

Refer to the following table to determine your tax status for the 2022 calendar year (January 1 -- December 31, 2022).  Please remember that tax filing obligations apply if you were physically present in the U.S. during 2022 even if for only one day and even if you earned no income whatsoever during the 2022 calendar year.

In general, if you had no income or only interest income during 2022, you will have tax filing obligations to the U.S. federal government's Internal Revenue Service (IRS) only.  If you earned income during 2022, you may have tax filing obligations to New York State or your state of residence as well as to the IRS.

TAX REFERENCE GUIDE (Non-Resident Taxation Only)

Your Tax Status During the 2022 Calendar Year

Your Tax Filing Requirements:

How to file:

(A) I was not present in the U.S. during 2022; I arrived in the U.S. on or after January 1, 2023

 

 No filing requirements

 Not applicable

(B) I was present in the U.S. during 2022, but I did not have any U.S.-source income

 

 File IRS Form 8843 only  

Use Sprintax or download the paper form from www.irs.gov  

(C) I was present in the U.S. during 2022, and my only source of U.S. income was interest earned from a savings account.  I had no other U.S.-source  income.

 

 File IRS Form 8843 only  

Use Sprintax or download the paper form from www.irs.gov  

(D) I was present in the U.S. during 2022, and I had U.S.-source income (from salary/wages, interest or dividend income, or taxable scholarships and fellowships)

 

 File IRS Form8843   and IRS Form 1040NR by April 18, 2023.

 &

(For New York State residents): Refer to NY State Department of Taxation and Finance for further information and resources. 

 Residents of New Jersey or Connecticut who earned income in New York or in their home states may have different tax obligations. Consult the tax sites of the individual states for more information.

 

Use Sprintax or download the paper form from www.irs.gov. Sprintax also provides the option of producing state tax forms (fee may apply)

Step 1: Gather the Following Documents You May Need for Filing Taxes

Before you begin to prepare your tax returns, make sure you have the following documents and information in front of you: 

  • Your passport, visa and travel history, with an estimate of the number of days you spent inside and outside of the U.S. during 2022 and previous years, if applicable. You can access your travel history information here
  • Social Security or Individual Taxpayer Identification Number (if you have one). This is not needed if you had no income during the most recent tax year and the 8843 is the only form you have to file.
  • The name and address of your academic program.  For most students, the correct address will be:
    • Department/Program Name
    • Your Program Director or Chair
    • Teachers College, 525 West 120th Street, NY, NY, 10027
  • If applicable, tax forms and statements that you have received from U.S.-based employers, banks or other financial institutions, and scholarship agencies that reflect your U.S.-source income from employment, interest, and scholarship or fellowships.  Some of the forms and statements that you may have received include the following.  Note that different persons will receive different forms depending on their employment/financial activity for 2022.
    • W-2 Wage and Tax Form. This form reports your wage earnings if you worked.

      If you had more than one employer you should get a W-2 from each employer. It is issued by the end of January for the previous year. Make sure all employers from last year have an up-to-date address for you.

    • 1099 Form. This form reports miscellaneous income. Can be interest on bank accounts, stocks, bonds, dividends, earning through freelance employment 
    • 1042-S Form. This form is used to report:
      1. Stipend, scholarship, fellowship income and travel grants (not tuition reduction or exemption)
      2. Income covered by a tax treaty
      3. Payment for other types of services (eg by the  semester as a note-taker)

      If you received this type of income, the 1042-S will be emailed to you by 15 March by the payer.

      Note: Only Nonresident Aliens receive this form. If your tax status changes to a Resident Alien you will not get a 1042-S. Login to Sprintax to check your tax status if you’re not sure.

      NOTE: If you received a TC scholarship, or had income exempt from taxation due to a tax treaty, you will receive a 1042-S from Teachers College or your employer by the end of January each year.)
    • Form 1098-T, Tuition Statement. This form is NOT needed and can NOT be used for a nonresident tax return because NRAs are not eligible to claim education expense tax credits. 

If you believe that you had income or scholarship/fellowships that are tax reportable, but you have not received the appropriate form, contact your employer, financial institution, educational institution or sponsoring agency.

Step 2: Create a Sprintax Account

Sprintax Tax Prep will soon be available through your Teachers College MyTC portal. 

Sprintax is designed for non-resident alien students and scholars (who have been in the U.S. for less than 5 years) and who have tax filing obligations. 

You will receive an email from the Office of International Students and Scholars (OISS) providing you with information on how  to access Sprintax to set up your account as well as your unique code to use on Sprintax. This unique code will cover the costs of the federal tax return and 8843 at no cost to you. 

Open your new Sprintax account by creating a User ID and password, or if you have an existing account on Sprintax you can login using your existing credentials.  Click on the link below for more information on how to get started with Sprintax:

Sprintax_Instructions _For_Students 

After you have completed your federal tax return, if you have state tax filing obligations, please review the tax information on the websites of the states in which you lived and/or worked during 2022 for more information.  

--You should not use Sprintax if you have been in the U.S. for more than 5 years, because you will most likely be a resident for tax purposes.  The IRS also lists free on-line tax preparation services for U.S. citizens and residents.  Popular commercial tax preparation services include TurboTax (http://www.turbotax.com) and H&R Block (http://www.hrblock.com).

Cost for using Sprintax is free for federal IRS tax forms, including IRS Form 8843

If you prefer not to use Sprintax, you may download updated Adobe Acrobat PDF versions of tax return from the appropriate tax websites.  Please keep in mind that due to legal restrictions, the OISS is unable to assist you in completing your individual tax return. 

Step 3: Print Out and Mail Your Tax Return

If you did not earn any US Income: Sprintax will generate a completed Form 8843 for you and each of your dependents (if you have any).

If you did earn US Income: Sprintax will generate your “tax return documents”, which may include Form 1040NR, depending on your circumstances. 

After you finish your federal return, Sprintax will inform you if you need to complete a state tax return. If so, you will have the option to use Sprintax for an additional fee. However, it is your choice to use them or to do the state tax return on your own.

Remember to read the instructions that Sprintax provides.

You will be required to download, print and sign your federal tax return and mail it  to the IRS. Depending on your circumstances, you may be able to E-file your Federal tax return. However, this will depend on certain eligibility criteria. You can learn more about eligibility in this Sprintax blog - https://blog.sprintax.com/nonresident-federal-tax-efiling-live/

If you have a state filing requirement, you must also mail this to the tax authorities. 

Finally, if you only need to file Form 8843, this will also need to be mailed to the IRS.

IMPORTANT: KEEP COPIES OF YOUR TAX RETURN AND ALL SUPPORTING DOCUMENTS FOR YOUR OWN PERMANENT RECORDS.

Deadline for Filing Your Return: April 18, 2023.


 

Need Sprintax Support?

If you need help while using Sprintax, you can contact their support team using the options below

Email - hello@sprintax.com

24/7 Live Chat Help

Refer to their FAQs

 Sprintax Educational Tax Videos and Blog:

You also have access to the Sprintax YouTube account where there are a number of educational videos on nonresident taxes. These will provide further clarity on nonresident tax and how to use Sprintax. Sprintax also offers a range of useful content on their blog to help you file your return.


 

Special Notes

Tax Forms and Further Advice

All tax forms and further information about U.S. federal and individual state tax requirements are available on the following tax websites:

Internal Revenue Service 

http://www.irs.gov

New York State Department of Taxation 

http://www.tax.ny.gov/

New Jersey State Division of Taxation

http://www.state.nj.us/treasury/taxation/

Connecticut Department of Revenue Services 

http://www.ct.gov/drs/site/default.asp 

 

Tax advice is also available through H&R Block and other commercial tax preparation services.

Dependents in F-2 or J-2 Status

Dependents in F-2 or J-2 status are required to file IRS Tax Form 8843.  J-2 dependents who had employment authorization and worked during 2022 must also file federal IRS and the appropriate state tax forms.  You may use Sprintax to assist your dependents in filing these forms.

Reporting Your Social Security Number

If you and/or your dependents have a Social Security Number, you should use that number on all tax forms that you submit to the IRS and/or state tax authorities.  However, if you and/or your dependents are filing Form 8843 only and do not have a Social Security Number or Individual Taxpayer Identification Number (ITIN), you do not need to report a SSN or ITIN.  Do not use your TC ID number formatted "T000xxxxxx" on any tax returns; this number is for internal TC purposes only.


 

DISCLAIMER: The Office of International Students & Scholars (OISS) and the school are NOT permitted to assist any student/scholar with any IRS tax form preparation or tax related questions. The information provided is intended for your benefit. Any questions or concerns should be directed to Sprintax, a certified tax preparer or a local IRS field office.

 

 

 

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