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Filing Taxes as a Non-Resident with US Income

You qualify as a Non-Resident Alien with Income if you meet the following criteria:

  • Have been in the U.S. as an听F-1, or听J-1听Student for听less听than 5 calendar years
  • Have been in the U.S. as a听J-1听non-student听(Research Scholar/Professor)听for听less听than 2 calendar years
  • Have been in H-1B status for less than 183 days during the past year.
  • Did not obtain Permanent Residency status (Green Card) at any time in the past year.
  • Did not obtain U.S. Citizenship at any time in the past year.

If you meet these criteria and earned income from听any US source during the tax year, you must file tax returns using听

  • Form 1040-NR, U.S. Nonresident Alien Income Tax Return

You must also听file a Form 8843听Statement for Exempt Individuals or Individuals With a Medical Condition.

Using Sprintax Returns to file your tax report

美高梅官网 International purchased Sprintax Returns to help you file your taxes online through iBearcatsGlobal. To access your Sprintax Returns password:

  1. Log on to听
  2. Go to eForms
  3. Select the听Insurances and Finances听迟补产
  4. Submit the听Annual Tax Return (Report) Assistance eForm. Do听NOT听select the Tax Analysis eForm.

After submitting the eForm, 美高梅官网 International will evaluate if Sprintax Returns will work for you. If Sprintax Returns will work for you, we will email you with a code and instructions.听This review can take five business days.

There is also听no charge听for accessing Sprintax Returns. This will help you file your federal taxes only.听You can file your state taxes through Sprintax Returns for a small fee.

In order to use Sprintax Returns you will need:

  • Any computer that has web access, Adobe Acrobat Reader, and access to a printer听
  • Sprintax Returns Access Code
  • Passport and Visa
  • I-20/DS-2019 (if F-1/J-1 Visa)
  • I-797 Approval Notice (if H-1B Visa)
  • I-94 Card
  • Form W-2听
  • Form 1042-S听
  • Any Form 1099s you may have received
  • Checkbook (for paying taxes or providing refund information)
  • The name and office telephone number of your academic advisor/supervisor.
  1. Only give Sprintax Returns what it is asking for. In the past, students have felt the need to put information that appears on their I-20 Sources of Support into the software. If Sprintax Returns is asking for Box 1 of your W-2, only put the number that appears in Box 1 of your W-2. Do not add other information.
  2. Do NOT include University Graduate Scholarship (UGS) information on Sprintax Returns.听You do not need to report or pay taxes on UGS awards.
  3. After completing your tax return using Sprintax Returns, you must print听your documents, sign听them and mail听them.
  4. Information that you input using this software is only saved until June 15.听Don't forget to print it out!
  5. Do not forget to complete a听State Tax Return.
  6. Avoid using Firefox and Macs.

There are many tax services available to assist people with filing a Federal and State tax report.听Be warned before attempting to use other services:听

Off Campus Tax Firms, Advisors and Software
If you are a Non-Resident Alien for tax purposes, it is not recommended that you use services like H&R Block, Jackson Hewitt or computer software such as Tax Act or Turbo Tax. Most of them will not be able to give you accurate advice on how to file a Non Resident Alien tax report.

These services can be expensive and often do not give the correct advice or assistance to our students and scholars. Every year, the IRS catches mistakes, and it often takes months of work to recover the money that the student or scholar may be owed.

E-Filing
E-File is a service on the IRS Website. This program is not available for Non-Resident Aliens.

Accountants
Some accountants or other individuals offer tax services to international students and scholars. Most individuals do not know all the rules for international filings and make mistakes.听Even though someone else filled out your report, you are the one held responsible for the report and will have to pay any penalties (fines, fees and criminal action) if discovered.

Dependents also must file a tax report for this year. Usually, this is a straightforward process that only requires you to file a听Form 8843.

If you are using Sprintax Returns, it will ask you if you want to also print out the 8843 for each of your family members. Alternatively, you or your dependents can听听on their own.

File a state tax report

After completing and printing your Federal Income Tax Report you will need to complete a State Tax Report for the states that you were living and working in.听听

For a small fee, you can use Sprintax Returns to file your state taxes.

You can file state taxes for free. If you worked in Ohio, you can听听补苍诲听.

If you worked in a different state and want to do your taxes by hand, email听James.Tenney@uc.edu.

Social Security and Medicare Tax Refund

Some students and scholars are exempt from Social Security and Medicare taxes. This means that they can ask the government not to take money for those programs out of their paycheck. In order to qualify, you must fulfill the following criteria:

  • You hold an F-1 or J-1 visa.
  • You are considered a听nonresident alien for tax purposes.
  • You work on-campus, off-campus with DHS permission, or are undergoing approved practical or academic training.

To claim an exemption from social security tax, you must provide verification of visa status and proof of work permission to the employer.

Occasionally, Medicare Taxes are withheld in error. Nonresidents听may not听request a refund of Medicare Taxes on their annual income tax report.

File a refund request

  1. Complete 鈥淐laim for Refund and Request for Abatement.鈥澨�Put an address on Form 843 that will be accurate for the next 3-4 months.
  2. Attach copies of the Form W-2, a copy of your Form I-94, and proof of work permission:
    1. An EAD (for example, for OPT),听
    2. Page Two of your I-20 (if CPT), or听
    3. your DS-2019 (if Academic Training)听
    4. If the employer was 美高梅官网, copy your W-2 and I-20 / DS-2019. 鈥樏栏呙饭偻�� is printed somewhere on both. Highlight where it says 鈥樏栏呙饭偻�� and attach them to your documents. This is your work permission.
  3. If you are a F or J Visa holder, you also need to complete .
  4. Make copies of the documents and keep them with your tax records.
  5. MAIL听the forms with copies of your W-2 and I-94 card to the required IRS service center.

This is not a fast process. Wait at least 60 days before contacting the IRS by phone to verify the status of the refund request.听

Instructions for filling out the Form 843 by question.
Form Question Instructions
Question 1 Indicate the dates that you were employed where Medicare Taxes were withheld. If you worked for more than one tax year, you will need to complete a Form 843 for each tax year.
Question 2 Write the amount of Medicare Taxes that were withheld.
Question 3 Place a checkmark in the "Employment" box.
Question 4 LEAVE BLANK
Question 5 LEAVE BLANK
Question 6 Indicate the tax return on which the Medicare taxes were originally reported.
Question 7 Write "Medicare Tax erroneously withheld by employer. See attached Forms 8316, W-2 and I-94."
Signature Line Sign your name and put today's date.
Instructions for Form 8316 by question.
Form Question Instructions
Question A If Medicare Taxes were withheld from your paycheck and you meet the requirements described earlier, place an "x" in the "Yes" box.
Question 1-8 Should be answered "No" and "$0.00."
Signature line Sign your name and put today's date. Include a telephone number and best time to be contacted by the IRS.