Tax Filing Season 2022

Tax Filing Season 2022

Sprintax Introduction to US Taxes for Nonresidents (EA) 

Sprintax is offering a workshop to introduce international students and scholars to U.S. taxation.  The workshop will aim to provide useful tax information such as what to expect during employment or receipt of U.S. income, lay out the core information about tax obligations for non-residents in the U.S., and share tips to get ready for the 2022 tax filing season.

Tax Filing Season 2021

A recording of the OVIS Tax workshop, held on February 11, 2021, can be found using the link https://ovis-intl.dartmouth.edu/taxes-legal/tax-workshop-february-11-2021.

International students and scholars who are Non-Resident for tax purposes may have receive one or several COVID stimulus payments and may need to return them. Visit the Sprintax blog for more information.

Sprintax non-resident tax preparation software

OVIS has purchased the Sprintax non-resident tax preparation software to assist international students and scholars filing non-resident tax returns. The access code for the software has be sent on March 15. If you have not received it, please email ovis@dartmouth.edu.

Sprintax is offering free webinars to help students and scholars prepare for tax season.

OPT/CPT Pre Employment Tax Documents: SprintaxTDS Personal can determine your residency for tax purposes, FICA exemption, tax treaty eligibility and generate the pre-employment tax forms that you need (for a fee), such as the W-4, 8233, W8-BEN and more. You can watch a recent Sprintax webinar recording of helpful tax information for OPT/CPT participants or join a life webinar:

Who must file tax forms for 2021 tax season?

Even if you did not earn any income, if you were physically in the U.S. in F or J status anytime between January 1 to December 31, 2020, you are obligated to file a Form 8843 with the IRS.

If you earned more than $0 of 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).

Tax Filing Deadline:

The deadline to file federal tax returns for the 2020 tax year for residents and non-residents who earned U.S. income has been extended to May 17, 2021.

Who is considered Resident or Non-resident for Federal Tax Purposes:

Generally, most international students and scholars who hold F or J status are considered non-residents for tax purposes. International undergraduate students on J-1 and F-1 visas are automatically considered non-resident for their first five calendar years in the U.S., while J-1 Exchange Visitors in J-1 status are considered non-residents for two out of the last six calendar years in the US. If you've been in the U.S. for longer than the five or two year periods, the Substantial Presence Test will determine your tax residency.

How to File:

We have teamed up with Sprintax to provide you with an easy-to-use tax preparation software designed for non-resident students and scholars in the U.S. OVIS staff are not qualified to provide individual tax advice.

After you log in to Sprintax, you will be asked a series of questions about the time you have spent in the U.S. in recent years. Sprintax will then determine your tax status. If it determines that you are a "non-resident alien" (NRA) for federal tax purposes, you can continue to use the software to 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.

Step by Step guide on How to File Your Nonresident Tax Forms (F and J)

tax_timelime_image.jpg

Sprintax timeline
  1. Gather the documents you may need for Sprintax
 

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:

  1. stipend, scholarship, fellowship income and travel grants (not tuition reduction or exemption)
  2. income covered by a tax treaty
  3. 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 mailed to you by the payer.  For Dartmouth, Dartmouth Payroll issues the Form 1042-S.

Note: Only Non-resident 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 U.S. travel history here

✔*

1099

This form reports miscellaneous income. This can be interest on bank accounts, stocks, bonds, dividends, earning through freelance employment

1098-T

This form is NOT needed and cannot be used for a non-resident tax return because NRAs are not eligible to claim education expense tax credits.

  1. Create a Sprintax Account:

You will receive an email from OVIS providing you with a link to Sprintax to set up your account as well as 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 UserID and password or if you have an existing account on Sprintax you can login using your existing credentials.

  1. Follow the Sprintax instructions

If you did not earn any U.S. Income: Sprintax will generate a completed Form 8843 for you and each of your dependents (if you have any).

If you did earn U.S. Income: Sprintax will generate your "tax return documents", including either a 1040NR-EZ or a longer form 1040NR, depending on your circumstances.

  1. (With U.S. income only) If required, complete your state tax return

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 Sprintax or to do the state tax return on your own.

  1. Read the instructions for filing/mailing your returns

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 (note that e-filing is available in some cases). 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.

Need Sprintax Support?

If you need help while using Sprintax, you can contact their support team using the options below

Email - hello@sprintax.com

24/7 Live Chat Help

Refer to their FAQs

Sprintax Educational Tax Videos and Blog:

You also have access to the Sprintax YouTube account where there are a number of educational videos on non-resident taxes. These will provide further clarity on non-resident tax and how to use Sprintax. Sprintax also offer a range of useful content on their blog to help you file your return.

DISCLAIMER: OVIS is not permitted to assist any 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.