  {"id":701,"date":"2019-11-14T11:07:01","date_gmt":"2019-11-14T16:07:01","guid":{"rendered":"http:\/\/www.montclair.edu\/global\/?page_id=701"},"modified":"2024-02-09T16:13:36","modified_gmt":"2024-02-09T21:13:36","slug":"tax-information","status":"publish","type":"page","link":"https:\/\/www.montclair.edu\/global\/other-resources\/tax-information\/","title":{"rendered":"Tax Information"},"content":{"rendered":"<p>As an F-1 or J-1 international student or scholar in the U.S., it is important that you understand the tax requirements of your immigration status. You are legally required to file a tax return (Form 1040) if you worked in the U.S. or received a stipend, grant, or allowance over a certain amount in the previous calendar year. Even if you did not work or receive income in the U.S., you are still legally obligated to file Form 8843 with the IRS.<\/p>\n<p>The two main <strong>federal<\/strong> Internal Revenue Service (IRS) forms that apply to international students and scholars are as follows:<\/p>\n<ol>\n<li>Form 8843 (for F-1 and J-1 students and scholars) \u2013 This form must be <strong>filed on or before June 15 <\/strong>regardless of whether you worked in the U.S. the previous year.<\/li>\n<li>Form 1040 NR\/NR-EZ (for all non-immigrants who work in the U.S.) \u2013 This form must be <strong>filed on or before April 15 <\/strong>if you worked in the U.S. the previous year.<\/li>\n<\/ol>\n<p>To file <strong>state<\/strong> <strong>income taxes <\/strong>for work done in New Jersey, you will find information on the <a rel=\"noopener noreferrer\" href=\"http:\/\/www.state.nj.us\/treasury\/taxation\/\" target=\"_blank\">State of New Jersey\u2019s Division of Taxation site<\/a>. To file state income taxes for work done in the state of New York, you will find information on the <a rel=\"noopener noreferrer\" href=\"https:\/\/www.tax.ny.gov\/\" target=\"_blank\">State of New York\u2019s Department of Taxation and Finance site<\/a>. For any other states, please refer to that state\u2019s web page for their department\/division of taxation.<\/p>\n<p>ÌÇÐÄvlog has arranged free access to <a rel=\"noopener noreferrer\" href=\"https:\/\/www.sprintax.com\/\" target=\"_blank\">Sprintax Tax Preparation<\/a> for you. Sprintax will guide you through the tax preparation process, arrange the necessary documents and check if you\u2019re due a tax refund. Click <a rel=\"noopener noreferrer\" href=\"https:\/\/www.sprintax.com\/uni-lp.html?utm_ref=montclair-university-lp\" target=\"_blank\">here<\/a> for information about how to register for Sprintax.<\/p>\n<p>You can find forms and information on tax preparation as well as free brand-name software that can assist you with the preparation and e-filing of your federal tax returns on the <a rel=\"noopener noreferrer\" href=\"http:\/\/www.irs.gov\/\" target=\"_blank\">IRS\u2019s website<\/a>. Important tax information regarding international students and scholars can be found on the <a rel=\"noopener noreferrer\" href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\/foreign-students-and-scholars\" target=\"_blank\">IRS\u2019s Foreign Students and Scholars page<\/a>. In addition, International Student and Scholar Services within the Office of Global Engagement provides annual access to a free online tax filing system for foreign nationals; information is e-mailed to international students and scholars by February of each year.<\/p>\n<h2><span style=\"color: #d93434\">Frequently Asked Questions<\/span><\/h2>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Should I file taxes as a resident or a nonresident&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>F-1 and J-1 students are nonresidents for tax purposes for their first five years in the United States. J-1 scholars are nonresidents for their first two years. If you are an F-1 or J-1 student who came to the U.S. for the first time in 2019 or later, you are a nonresident for 2023 tax purposes. <strong>Do not file a resident tax return if you are a nonresident.\u00a0<\/strong> If you are an\u00a0 F-1 or J-1 student who has been in the U.S. since 2018 or earlier, you must take the <a href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\/substantial-presence-test\">Substantial Presence Test (SPT)<\/a> to determine your residency status for 2023 tax purposes.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">My employer deducted taxes from my paychecks&period; Do I still need to file a tax return&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Yes. All nonresidents must file a tax return for every year they are in the United States. Per U.S. law, employers are required to withhold a standard percentage of tax from each employee and to pay that tax to the U.S. government. Individuals must file a tax return at the end of each year to determine whether they owe additional taxes or to request a refund from the U.S. government if their employer deducted too much tax during the year.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">What is the Form W-2&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>After the end of each calendar year, U.S. employers must provide Form W-2, &#8220;Wage and Tax Statement,&#8221; to their employees to summarize the amount paid for work with that employer during the year. A W-2 tax form shows important information about the income you\u2019ve earned from your employer, amount of taxes withheld from your paycheck, benefits provided and other information for the year. You must receive Form W-2 from each U.S. employer for whom you worked during the year. You use this form to file your federal and state taxes. If you did not work in the United States during the year, you will not receive Form W-2.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">I was a student worker&sol;graduate assistant on Montclair&apos;s campus&period; How can I get my W2&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Montclair distributes W-2 forms to its employees through Workday in mid January. Individuals employed by Montclair during 2023 will receive an e-mail when Forms W-2 are ready and can retrieve their 2023 Form W-2 from Workday as follows:<\/p>\n<ul>\n<li>Log into Workday<\/li>\n<li>Click the\u00a0\u201c<em>Pay\u201d\u00a0<\/em>application<\/li>\n<li>Select\u00a0\u201c<em>My Tax Documents\u201d<\/em>\u00a0under the &#8220;View&#8221; column<\/li>\n<li>Click the &#8220;View\/Print&#8221; button in the row\u00a0for Tax Year 2023<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">What is the Form 1098-T&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Form 1098-T is a report of payments received, amounts billed, or refunds made for tuition and related expenses during the tax year. Nonresident students do not need a Form 1098-T and it does not need to be included with a nonresident tax return. Those who qualify as residents for U.S tax purposes may use the information on this form to determine their eligibility for certain education tax credits. Please contact <a href=\"https:\/\/www.montclair.edu\/red-hawk-central\/?\">Red Hawk Central<\/a> with any questions about this form.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">What is the Form 1095&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Form 1095 is a report of health insurance coverage that you had or were offered by a U.S. employer during the previous year.\u00a0 This health care form provides information that <span style=\"text-decoration: underline\">residents<\/span> may need when filing their tax returns. If you are a nonresident, the Form 1095 is for your information only and does not need to be included on your nonresident tax return.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">What is the Form 1099&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Form 1099 is a report of income received during the tax year from sources other than wages.<\/p>\n<ul>\n<li>Form 1099-INT is a report of interest income earned on deposits with U.S. banks. Nonresident students and scholars\u00a0are generally exempt from tax on this type of interest income.\u00a0 However, residents must include any bank interest reported on Form 1099-INT as taxable income on their tax return.<\/li>\n<li>Forms 1099-B and 1099-DIV report proceeds from the sale of stocks and bonds, dividend income and capital gains. Both nonresidents and residents must pay taxes on income reported on Forms 1099-B and 1099-DIV.<\/li>\n<\/ul>\n<p>Not everyone receives these types of tax forms. If you have received one of these forms, you will need them in order to properly prepare your tax return.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">I did not work in the United States this year&period; What should I do&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>All nonresident F and J international students and scholars must file Form 8843, even if they had no income for the year. F-2 and J-2 dependents of nonresident F and J international students and scholars must also file Form 8843.\u00a0 Sprintax can assist you to prepare the required Form 8843.\u00a0 You may also access and prepare the form on your own, here:\u00a0 <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8843.pdf\">Form 8843.<\/a><\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">I arrived in the U&period;S&period; for the first time in December 2023 but I did not work&period; Do I have to file anything for 2023&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Yes. If you were physically present in the U.S. in F or J status at any time from January 1, 2023, through December 31, 2023, you must file Form 8843 for 2023. Sprintax can assist you to prepare the required Form 8843.\u00a0 You may also access and prepare the form on your own, here:\u00a0 <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8843.pdf\">Form 8843.<\/a><\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">I am a nonresident for tax purposes&period; Which tax form do I use&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Nonresidents must use the nonresident designated tax forms. The tax forms, tax rules, and tax software products that apply to residents are very different from the forms, rules and software that nonresidents must use. Both residents and nonresidents should protect themselves and their legal U.S. immigration status by filing the appropriate tax form for their U.S. tax residency status.<\/p>\n<p>Nonresident students and scholars use form 1040<strong>NR\u00a0<\/strong>for their Federal (U.S. government) taxes.\u00a0 &#8220;NR&#8221; means \u201cnonresident\u201d for tax purposes.\u00a0 All nonresident F and J international students and scholars must also file Form 8843, even if they had no income for the year.\u00a0\u00a0Nonresidents for U.S. tax purposes must\u00a0<strong>not\u00a0<\/strong>use Forms 1040 or 1040A.<\/p>\n<p>Individuals who qualify as residents for tax purposes use the same 1040 forms as U.S. citizens. Please see the <strong>&#8220;Should I file taxes as a resident or a nonresident?&#8221; FAQ<\/strong> for more information about determining your residency status for tax purposes.<\/p>\n<p>OGE has partnered with Sprintax to provide nonresident federal tax return preparation software at no charge to Montclair students and scholars. Sprintax will assist you to determine if you are a resident or nonresident, prepare the required forms, and file your tax return electronically if you are eligible to do so. Watch for an e-mail from oge@montclair.edu with instructions for accessing Sprintax for the 2023 tax filing season.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">I am married&period; Can I file a joint tax return with my spouse&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>According to the IRS, nonresident taxpayers cannot file a joint return with a spouse.\u00a0 When filing, you must select the &#8220;Married filing separately&#8221; status on your tax return, regardless of whether or not your spouse lives with you in the United States.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">What happens if I do not file a tax return&quest;<\/div><div class=\"prpl-drawer-content\">\n<p>Failure to properly file a tax return may lead to the IRS charging you substantial interest and penalties on past due taxes. In addition to this, failure to follow tax rules can have far-reaching legal consequences which may impact any future application for additional immigration benefits.<\/p>\n<\/div><\/div>\n<p>&nbsp;<\/p>\n<p><strong>Disclaimer: The resources on this page were prepared by the Office of Global Engagement as general guidelines to assist you in preparing your New Jersey and federal government income tax returns. The information here is not professional tax advice and does not apply to every situation. If your tax circumstances are more complicated you should obtain professional tax advice from resources in the community, such as Sprintax.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an F-1 or J-1 international student or scholar in the U.S., it is important that you understand the tax requirements of your immigration status. You are legally required to file a tax return (Form 1040) if you worked in the U.S. or received a stipend, grant, or allowance over a certain amount in the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":254,"parent":686,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-701","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/pages\/701","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/comments?post=701"}],"version-history":[{"count":7,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/pages\/701\/revisions"}],"predecessor-version":[{"id":4138,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/pages\/701\/revisions\/4138"}],"up":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/pages\/686"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/media\/254"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/global\/wp-json\/wp\/v2\/media?parent=701"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}