Even if you did not earn any income, if you were physically in the US on F or J status anytime between January 1 – December 31, 2023, you’re obligated to file a Form 8843 with the IRS (the Internal Revenue Service, or ‘IRS’, are the US tax authorities).
Meanwhile, if you earned any taxable US source income, you may need to file a federal tax return with the IRS. Depending on your individual circumstances, you may also need to file a state tax return(s).
April 15, 2024 is the last day for residents and nonresidents who earned US income to file Federal tax returns for the 2023 tax year.
Generally, most international students & scholars who are on F, J, M or Q visas are considered nonresidents for tax purposes. International students on J-1 & F-1 visas are automatically considered nonresident for their first five calendar years in the US, whilst Postdoctoral Fellows/Scholars/Researchers on J visas are automatically considered nonresidents for two (2) out of the last six calendar years in the US.
If you’ve been in the US for longer than the five or two year periods, the Substantial Presence Test will determine your tax residency.
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.
We (and all other university staff) are not qualified or allowed to provide individual tax advice.
After you login to Sprintax, you will be asked a series of questions about the time you have spent in the US over recent years. Sprintax will then determine your tax status. If it determines that you are a “nonresident alien” (NRA) for federal tax purposes, you can continue to use the software and respond to a series of guided questions. Sprintax will then complete and generate the tax forms you need to send to the tax authorities.
However, if Sprintax determines that you are a resident alien for federal tax purposes, you won’t be able to continue using the software.
| Document |
Description |
| Passport |
|
| Visa/Immigration information, including form I-20 (F status) or form DS-2019 (J status) |
|
| Social Security or Individual Taxpayer Identification Number (if you have one) |
This is not needed if you had no income and the 8843 is the only form you have to file. |
| W-2 |
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. |
| 1042-S |
This form is used to report:
- Stipend, scholarship, fellowship income and travel grants (not tuition reduction or exemption)
- Income covered by a tax treaty
- 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 e mailed 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. |
| US entry and exit dates for current and past visits to the US |
In addition to passport stamps, you can review or print your US travel history here |
| 1099 |
This form reports miscellaneous income. Can be interest on bank accounts, stocks, bonds, dividends, earning through freelance employment |
| 1098-T |
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. |
You will receive an email from either the Belfer Institute, Office of International Services or the Graduate Division providing you with a link to Sprintax to set up your account. You will need to email the correct office to obtain 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.
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”, including 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.
If you need help while using Sprintax, you can contact their support team using the options below:
24/7 Live Chat Help
Refer to their FAQs
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 offer a range of useful content on their blog to help you file your return. View the webinar schedule here.
Sprintax Nonresident Tax Webinars
In these tax webinars, international students, scholars and professionals will be run through everything they need to know about nonresident tax for the 2023 tax season. Topics will include who must file, tax residency, FICA, State returns, implications of misfiling as well as how to use Sprintax to prepare a compliant tax return. View the Sprintax 2023 Tax Season Webinar.
DISCLAIMER:The International Services Office (ISO) and the school are NOT permitted to assist any postdoctoral fellow/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.
