{"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":"

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

The two main federal<\/strong> Internal Revenue Service (IRS) forms that apply to international students and scholars are as follows:<\/p>\n

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  1. Form 8843 (for F-1 and J-1 students and scholars) \u2013 This form must be filed on or before June 15 <\/strong>regardless of whether you worked in the U.S. the previous year.<\/li>\n
  2. Form 1040 NR\/NR-EZ (for all non-immigrants who work in the U.S.) \u2013 This form must be filed on or before April 15 <\/strong>if you worked in the U.S. the previous year.<\/li>\n<\/ol>\n

    To file state<\/strong> income taxes <\/strong>for work done in New Jersey, you will find information on the 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 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

    ÌÇÐÄvlog has arranged free access to 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 here<\/a> for information about how to register for Sprintax.<\/p>\n

    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 IRS\u2019s website<\/a>. Important tax information regarding international students and scholars can be found on the 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

    Frequently Asked Questions<\/span><\/h2>\n
    Should I file taxes as a resident or a nonresident?<\/div>
    \n

    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. 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 Substantial Presence Test (SPT)<\/a> to determine your residency status for 2023 tax purposes.<\/p>\n<\/div><\/div>\n

    My employer deducted taxes from my paychecks. Do I still need to file a tax return?<\/div>
    \n

    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

    What is the Form W-2?<\/div>
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    After the end of each calendar year, U.S. employers must provide Form W-2, “Wage and Tax Statement,” 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

    I was a student worker/graduate assistant on Montclair's campus. How can I get my W2?<\/div>
    \n

    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