International Students and Scholars Office

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Tax Information

• April 15, 2008 if you have U.S. sources of income, or
• June 13, 2008 if you have no U.S. source income. (We recommend you file Form 8843 by April 15, 2008).
  

ALL international students and scholars who were physically here during the year 2007 must file Form 8843, "Statement for Exempt Individuals with a Medical Condition". The purpose of this form is to confirm your non-resident status. If you earned income, you should have received, in the mail, W-2 form from your employer, or you may receive Form 1042-S sometime in March if you claimed a tax treaty or received funding from Brandeis that is not taxable. If you have earned income in the U.S., you will need the form W-2 and / or form 1042-S to file your tax return.

Many students and scholars find that completing tax forms can be complicated. Our office purchases a group license for CINTAX, a tax software specializing in completing tax forms for international students and scholars. You may purchase the software for $5 (cash only please) at the ISSO and we will email you a login and password the same day.

DISCLAIMER: The ISSO and its staff are not tax experts, accountants, or attorneys. The links provided are for reference only and do not constitute legal advice. For assistance on your tax questions, please do contact the resources/assistance/"help line" identified by the U.S. Internal Revenue Service (for federal tax returns/questions) or the designated department of revenue or taxation in the State for which you are filing a State tax return. Information on assistance resources is available in each tax entity's publications and website.

Tax Treaty

• Memo from Brandeis Payroll - Foreign Nationals claiming tax treaties for 2008 - (Issued on 12/03/2007)

Tax Forms Online

• U.S. Federal Tax Forms - (U.S. Internal Revenue Service)
• Important Federal Tax Publications:
  • Publication 519-US Tax Guide for Aliens
  • Publication 901-US Tax Treaties
• U.S. Federal Tax Forms:
  • Form 8843 (Required of all international students and scholars)
  • Non-Residents:1040NR-EZ or Form 1040NR
  • Resident Forms: 1040EZ
• Massachusetts Tax Forms:
  • Non-Residents or Part-Year Residents:
    Form 1 NR/PY, Instructions for Form1-NR/PY
    
  • Residents:
    Resident Tax Forms/Instructions

Useful Web Sites

• The U.S. Internal Revenue Service (IRS) offers free advice and answers to international tax questions
• IRS resource on Foreign Students and Scholars -- great overview/Q&A on tax issues for international students and scholars
• Arctic International, LLP -- CINTAX software provider
• An easy guide to prepare federal tax forms - University of Texas at Austin
• Foreign National Tax Information from Brandeis' Payroll Office