Tax Year Information and Forms
** Note: IRS Forms 8843, 1040NR, and 1040NREZ are current as of 2015 for the 2014 tax year.
If you are a non-resident for U.S. tax purposes, you are not eligible to file your income tax return electronically. Commercially purchased tax software will not complete the forms correctly. Non-residents for U.S. tax purposes should only use the Glacier Tax Prep software. Our office has purchased this product for your use, at no charge to you.
2015 for 2014 Tax Filing Information
As you may be aware, the U.S. tax filing season has arrived. By this time you may have begun receiving tax forms from the university. Following is a brief description of the tax forms you might have received. The tax form preparation workshop will be held March 3 at 3:00 p.m. in the Murie Auditorium.
Form W-2: shows the amount paid by the university during 2014, through payroll. You will get a W-2 if you were employed in any UA/UAF job.
Form 1098-T: shows the tuition and fees paid during 2014. If you registered for spring 2015 semester before December 31, 2014, you may have 2015 tuition and fees showing on the 1098-T.
Form 1042-S: will show the amount of money that you received in qualified, U.S. tax reportable scholarships (such as room and board) or tax treaty benefits for either payroll income or reportable scholarships (or both). The university is required to mail Form 1042-S to you NO LATER than March 15.
Tax forms to be completed:
- IRS form 1040NR or 1040NREZ: If you are a non-resident for U.S. tax purposes. Generally, this is if you are in F or J student status and in the U.S. five years or less; or J-1 status and in the U.S. under three years. All others may be required to use the form 1040 series of forms. Detailed information regarding which form you should use will be provided in the tax workshop to be scheduled in March.
- Form 8843: ALL individuals in F- or J- status who are non-residents for U.S. tax purposes MUST COMPLETE and submit this form Forms must also be submitted for dependents.
IRS Form 8843 for 2014 for F and J Students
IRS Form 8843 for 2014 for J1 Faculty Scholars
IRS Form 8843 for 2014 for J1 Student Interns
IRS Form 1040NR Instructions
IRS Form 1040NR
IRS Form 1040NREZ Instructions
IRS Form 1040NREZ
Glacier Tax Prep. For assistance in completing your tax forms, please read this downloadable PDF from Glacier Tax Prep, which includes complete instructions and links to log-in to Glacier Tax Prep site. Log-in information has been sent to international students, scholars, and faculty via e-mail. If you did not receive the log-in information, please contact our office.
NOTE: Glacier Tax Prep is for use in filing your U.S. federal income tax return. Entering information in Glacier On-line Tax Compliance (you submitted the summary sheet and your immigration document copies to Statewide) is different and does not meet your income tax filing requirements.
IRS MAILING DEADLINES
IRS TAX FORMS MUST BE POSTMARKED NO LATER THAN MIDNIGHT ON APRIL 15
IF YOU ARE FILING ONLY THE FORM 8843 OR IF YOU ARE RECEIVING A REFUND ON FORM 1040NR OR 1040NREZ MAIL TO:
Department of the Treasury
Internal Revenue Service
Austin, TX 73301-0215 USA
IF YOU OWE ADDITIONAL TAX, MAIL TO:
Internal Revenue Service
P.O. Box 1303
Charlotte, NC 28201-1303 USA
The above tax forms may also be found at http://www.irs.gov/app/picklist/list/formsInstructions.html. By entering the form number (1040-nr-ez, 1040-nr, 8843) in the Search box, a listing including the form and form instructions will appear.
Additional tax form information is available through the University of Texas tax website at http://www.utexas.edu/international/taxes/. Forms and information on completing them is available there. They must be printed and mailed to the IRS.
We will also be holding tax form review sessions by appointment again this year in order to reduce your waiting time. You may schedule an appointment to review your forms if you have questions, or drop the forms off for review beginning March 24. Please email Joanna (firstname.lastname@example.org) if you wish to schedule a forms review appointment.