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  • Keep your tax records when Tax season is over. Here’s why

    Here are the tax records you need to keep and how long you should keep them

    When tax season ends it can feel like a big weight has been lifted off your shoulders – an opportunity to exhale and relax (until it all starts again next year that is!) But before you expel all tax topics completely from your mind, there is one final task you must complete.
    Continue reading “Keep your tax records when Tax season is over. Here’s why” »

  • How you can participate in the #SaveJ1 Campaign

    On 22 June, the US government suspended a number of non-immigrant visa programs until the end of 2020.

    The government’s proclamation affects a range of different visa programs including the J-1 Exchange Visitor Program.

    J-1 participants who were hoping to travel as an intern, trainee, teacher, camp counselor, au pair, or summer work travel program participant will now not be able to enter the US before the end of the year.

    The government has stated that the intention behind the visa suspensions is to boost jobs for Americans during the economic crisis.

    However, as the J-1 Exchange Visitor Program is an important cultural exchange program – and not a work program – a new #SaveJ1 Campaign has been established with the aim of lifting the suspension of J-1 visas.

    What is the J-1 Program?

    The J-1 visa is a non-immigrant visa that provides a range of opportunities for international cultural exchange participants who are looking to travel and gain life and work experience in the US.

    Benefits of the J-1 Program to the US

    The combination of J-1 Programs – such as the Camp Counsellor, Intern, Trainee and Summer Work Travel – contribute more than $2.1 billion to the US economy each year.

    The J-1 Exchange Visitor category was introduced in 1961 in an effort to enhance understanding between US citizens and people from all around the world through educational and cultural exchanges.

    It also provides an opportunity for US citizens to learn about new cultures.

    What is being done to save J-1 visas?

    The #SaveJ1 campaign is striving to protect the J-1 Program for all participants. This hashtag is being shared across social media to spread awareness of the issue.

    Our partners at the Alliance for International Exchange have played a key role in driving this campaign and you can learn more about the #SaveJ1 campaign here.

    How can you help?

    Learn the facts

    This fact sheet outlines everything you need to know about the suspension of the J-1 Program and the #SaveJ1 campaign. 

    Harness the power of social media

    Share your support for #SaveJ1 on social media.

    Not sure what to post? Check out this Social Media Tool Kit.

    Sign a petition

    You can sign a petition – like this one to save the Au Pair Program.

    Write a letter

    You can share your support for #SaveJ1 by writing an online letter to the White House or Congress.

    Where to find more information

    Learn more about the #SaveJ1 campaign at the links below.

    https://www.americansforculturalexchange.org/take-action-now

    https://www.iapa.org/call-to-action-help-us-to-save-the-u-s-a-au-pair-program-savej1/

    https://www.iena.org/blog/savej1-campaign/

     

     

  • A Complete Tax Guide for Au Pairs in the U.S.

    Au Pair Taxes Explained by Sprintax

    According to the IRS (Internal Revenue Service) there are up to 12,000 au pairs in the US at any stage during the year.

    An au pair is an individual between the ages of 18-30, who travels from their home country to live in the US with a family and work as a caregiver. Working as an au pair is an unrivalled opportunity to experience the American way of life – and for those who are not native English speaker, it’s a chance to learn and practice the language.

    One of the many challenges that an au pair may face when they arrive in the US is coming to terms with the US tax system.

    With that in mind, we’ve put this handy guide together to fill you in on everything you need to know about foreign au pairs and tax in the US.

    So let’s get started!

    Do Au Pairs have to file a US tax return?

    In short, yes.

    All payments that you have received as an au pair from your host family, which cover the cost of any required academic coursework, room and board, or compensation for childcare work are subject to income tax.

    As a nonresident, au pairs will owe tax on all of the money they earned from US sources.

    You will need to apply for a Social Security Number (SSN) or for an Individual Taxpayer Identification Number (ITIN), whichever is applicable in your case, in order to file your taxes.

    In the United States, besides federal tax, there are also state taxes and local taxes. Whether you need to file a state tax return will depend on the tax rules of the state in which you lived and /or worked, as some states do not require you to pay state tax.

    In order to reduce your tax liability during filing, the IRS permit au pairs to pay tax in quarterly instalments. To do this, all you’ll need to do is submit Form 1040NR-ES (estimated tax return) to the IRS on a quarterly basis and enclose a cheque for the amount you are paying. You may also pay your tax in full in the end of the tax year with your 1040NR-EZ.

    Prepare your Au pair taxes hassle-free with Sprintax

    What taxes are Au Pairs exempt from?

    Because au pairs are paid for their work in the setting of a private home, they are not subject to mandatory US income tax withholding and reporting on Form 941 and W-2.

    Wages will also be exempt from social security and Medicare (FICA) taxes because of the au pair’s status as a nonresident alien. However, if you had previously been in the United States as a student, teacher, trainee, or researcher in F, J, M, or Q non-immigrant status, then you may be classed as a resident alien, meaning you may be subjected to these taxes.

    Tax deductions

    Most au pairs are considered nonresident aliens for tax purposes, so they are not eligible for the Earned Income Tax Credit, the Hope Credit or the Lifetime Learning Credit.

    What happens if I don’t file?

    It’s important to note that, by not filing your tax return, you can severely jeopardize your chances of securing a US visa or Green Card in the future.

    If the case arises where you end up owing additional taxes along with your return, you have various options to pay. The most common forms of paying are pay by check, bank transfer or your credit or debit card.

    You may need to prepare a payment voucher and mail it to the IRS with a check or money order if you choose this payment method.

    If you choose to pay with a payment voucher, Sprintax will provide the filled out form for you. You will find detailed information about the method you have chosen in your instructions.

    Check out this guide on what to do if you missed the tax deadline.

    How to file my US tax return as an Au pair

    Usually, you have until 15 April of every year to file your tax return, however – with the ongoing COVID19 pandemic causing chaos across the globe, the deadline for 2020 has been moved forward to 15 July.

    At Sprintax, our software has the capabilities to help you to prepare your federal tax return easily online. We will also assist you with your state tax return.

    By preparing your tax documents with Sprintax, you can also ensure that you receive your maximum tax refund! And with the average Sprintax user receiving a tax refund of $1,153, it’s easy to see why it’s worth your time checking to see what you are owed!

    With Sprintax you can:

    • Save time and stress!
    • Determine your residency status
    • Prepare a fully compliant US tax return
    • Maximize your State tax refund if available
    • Avail of our 24/7 Vita Qualified Live Chat facility

    Prepare your US tax return today!

  • Топ 5 ошибок, которые нерезиденты совершают в своих налоговых декларациях и как их избежать

    Woman Doing Finances at Home

    Налог в США сложен, и при подаче налоговой декларации легко ошибиться.

    Такие ошибки могут досадными и привести к задержкам как в обработке вашей налоговой декларации, так и в получении возврата налогов.

    В этом руководстве мы выделим пять наиболее распространенных ошибок, допускаемых нерезидентами при подаче налоговой декларации, и дадим советы о том, как их избежать! Continue reading “Топ 5 ошибок, которые нерезиденты совершают в своих налоговых декларациях и как их избежать” »

  • The top 5 mistakes nonresidents make on their tax returns and how to avoid them

    US tax is tricky and it is easy to make a mistake when filing your tax return.

    Such mistakes can be frustrating and lead to delays in both processing your tax return and retrieving your tax refund.

    In this guide, we’ll highlight the five most common mistakes made by nonresidents while filing their tax return and provide top tips on how to avoid them!

    1. Filing as a ‘resident’ instead of a ‘nonresident tax alien’

    This is easily one of the most common tax errors.

    Every year thousands of nonresident aliens mistakenly file resident tax documents.

    In short, a resident should file a Form 1040 and a nonresident should file with a Form 1040NR or 1040NR-EZ.

    Even if you are living full time in the US and working or going to school, this does not necessarily qualify you as a resident according to the IRS.

    Before you file your tax documents, it’s a good idea to double check your tax residency status by completing the substantial presence test. You can work out your residency status for free using Sprintax!

    What happens if I file a Form 1040 instead of a 1040NR?

    Filing the wrong form can lead to complications when applying for a future US visa or for a Green Card.  If an amended tax return is not filed in this case it can lead to problems with the IRS later in the year and you could be hit with fines and penalties. If you’re confused about your tax residency, don’t hesitate to contact our Live Chat team with your questions anytime 24/7.

    2. Failing to include all income on your return

    What if you forgot to include something on your taxes?

    Failure to include all your income or entering the incorrect income figure on your tax return is another common mistake made by tax filers. It is essential to declare all of the income you earned from US sources on your tax return.

    When you sit down to prepare your tax documents, be sure to have your income forms – such as your W-2, 1042-S and/or 1099 – at hand.

    3. Students on F of J visas forgetting to file a Form 8843

    Every nonresident in the US has a tax filing requirement.

    Nonresident aliens in the US under J or F visas must file a Form 8843 “Statement of Exempt Individuals and Individuals with a Medical Condition” even if they received no income in the US.

    Form 8843 is used to support your claim and to exclude your days of presence in the US for the substantial presence test.  The Form is not an income tax return.

     4. Not claiming a tax treaty benefit

    Unsure of their tax entitlements, many nonresidents miss out on claiming their tax treaty benefits.

    The US has income tax treaties with 65 countries. For nonresident aliens, these treaties can often reduce or eliminate US tax on various types of personal services and other income, such as pensions, interest, dividends, royalties, and capital gains.

    5. Filing under an incorrect marital status

    This is a common mistake made by filers. For example if you filed as a single person but got married on the last day of the tax year, you will be required to amend your tax return by filing your taxes under the appropriate status of married filing jointly or married filing separately.

    How to amend your tax return with Sprintax

    If you realize that you made an error on a tax return you already filed or you have come across new information, you should file an amended tax return.

    For more on this and a step-by-step guide to amending your tax return, check out our guide here.

     

    tax return time

    Got questions about US tax?

    At Sprintax, we know tax can be confusing.

    That’s why we developed our tax preparation software to help nonresidents prepare their tax documents easily online.

    By using Sprintax you can:

    • Prepare your nonresident federal & state tax documents and form 8843 easily online
    • Claim your maximum US tax refund
    • Determine your residency status for free
    • Discuss your US tax questions with our Live Chat team anytime 24/7

    Simply create a Sprintax account to get started

     

     

     

  • Your US Tax Residency Status Explained

    US bridge

    Determining your tax residency status is important, as it will decide how much tax you must pay while in the US.

    The most common mistake nonresidents make is filing their taxes as a resident. If a nonresident files as a resident they can claim benefits and receive refunds that they’re not entitled to. Incorrect filing breaks the terms and conditions of a nonresident visa, this can lead to fines and penalties and you may also jeopardise your future visa or green card applications.

    In this article, we will discuss everything you need to know about your residency and how you can determine your residency status.
    Continue reading “Your US Tax Residency Status Explained” »

  • I filed as a resident in 2018. I have since left the US. I received the CARES payment. What should I do?

    Filed as resident in 2018, but since then left the US and now received the CARES act stimulus check, what should I do?

    In response to the COVID-19 outbreak, the US government rolled out the emergency CARES (Coronavirus Aid, Relief and Economic Security) Act.

    Essentially, it is a stimulus package which provides workers (earning less than $75,000 per year) with a one-time payment of $1,200.

    The stimulus payment can only be claimed by US citizens, permanent residents and residents for tax purposes (individuals who can pass the Substantial Presence Test) who have a valid Social Security Number (SSN), who have filed their 2018 tax return (in 2019), or their 2019 return (in 2020) and who will be considered a qualifying resident alien for the 2020 tax year.

    For more details on how US residency for tax purposes is determined, check out this blog post.
    Continue reading “I filed as a resident in 2018. I have since left the US. I received the CARES payment. What should I do?” »

  • Key takeaways from our COVID-19 Tax Webinar!

    Sprintax COVID-19 tax webinar

    Updated 7 May 2020

    How coronavirus has affected nonresident tax compliance & how you can support your international students & scholars

    The US government introduced the CARES (Coronavirus Aid, Relief and Economic Security) Act in direct response to the COVID-19 pandemic. The act provides for a one-time stimulus payment of $1,200 to be paid to workers who are earning less than $75,000 per year.

    However, almost as soon as the CARES Act was introduced, a number of questions about the payment sprang up.

    What are the eligibility requirements for the payment, can nonresidents benefit from the CARES Act, and what should an international student do if they receive the payment in error – these are just a handful of the queries being asked every day by students and universities alike.

    In our webinar – How COVID-19 has affected nonresident tax compliance & how you can support your international students, scholars or J1 participants – we explore the common tax issues that COVID-19 has presented for international offices, payroll departments, visa sponsors and their nonresidents. We also answer some of the most common questions on the topic.
    Continue reading “Key takeaways from our COVID-19 Tax Webinar!” »

  • 我提交了一份错误的报税表。我是否应该提交修正报税表来修正它?怎样做?

    How to amend your US tax return - Sprintax

    如果你在纳税申报单上写错了,或者忘记申请抵税或扣减,也不要担心。你可以提交一份修改过的申报表来解决这个问题。——美国国税局

    在申报非居民外国人所得税时犯了错误?别担心,修复它并不像你想象的那么困难!

    美国的税收是很棘手的——尤其是如果你是一个不熟悉美国税收制度的非美国居民。美国国税局(IRS)知道税收代码很复杂,而且人们会犯错误。

    由于各种不同的原因,报税表可以被认为是“不正确的”或“不完整的”。像忘记签署表格这样的简单事情,像虚报收入或计算扣减额这样的大问题,都可能影响报税表的有效性。虽然在报税表上犯错不一定是什么大问题,但重要的是你要在适当的情况下提交经修订的报税表,以改善情况。

    如果你意识到你在已经提交的报税表中犯了错误,或者你遇到了新的信息(例如你收到了额外的W-21042-S),只需提交一份修改过的报税表进行更正

    需要注意的是,你不应该试图通过提交另一份原始的1040NR申报表来纠正这种情况。这将使事情更加混乱,可能会给你带来额外的麻烦。相反,提交一份1040-X,修改后的美国个人所得税申报单,即使你的原始申报单是在几天前提交的。

    Continue reading “我提交了一份错误的报税表。我是否应该提交修正报税表来修正它?怎样做?” »

  • I filed an incorrect tax return. Should I file an amended return to fix it and how?

    How to amend your US tax return - Sprintax

    “Don’t worry if you made a mistake on your tax return or forgot to claim a tax credit or deduction. You can fix it by filing an amended return.” – The IRS

    Made an error on nonresident alien income tax return? Don’t worry, fixing it is not as difficult as you might think!

    US tax can be tricky – especially if you’re a nonresident who is not familiar with the American tax system. The Internal Revenue Service (IRS) knows the tax code is complex, and that people make mistakes.

    A tax return can be considered ‘incorrect’ or ‘incomplete’ for a variety of different reasons. Simple things like forgetting to sign a form to big issues like misreporting income or incorrectly calculating a deduction can all affect the validity of a tax return. While making a mistake on your return is not necessarily a big deal, it is important that you rectify the situation by filing an amended tax return, where appropriate.

    If you realize that you made an error on a tax return you already filed or you have come across new information (for example you received an additional W-2 or 1042-S), simply file an amended tax return to make a correction.

    Continue reading “I filed an incorrect tax return. Should I file an amended return to fix it and how?” »

  • Nonresident aliens: Your guide to navigating the COVID-19 CARES Act Stimulus Payments

    Can I claim the CARES payment as a nonresident?

    Updated 7 May 2020

    In response to the COVID-19 pandemic, the US government has introduced the CARES (Coronavirus Aid, Relief and Economic Security) Act.

    In short, the CARES Act is a stimulus package which aims to support workers (earning less than $75,000 per year) with a one-time payment of $1,200.

    Married couples (who file jointly and earn less than $150,000) will receive $2,400 and families will also get $500 per child.

    Taxpayers who have filed US tax returns in 2018 or 2019 have already begun to receive CARES payments.

    With that in mind, in this guide, we’ll take a closer look at the CARES payment, who is entitled to receive it, and what you should do if you receive the payment when you are not eligible. 
    Continue reading “Nonresident aliens: Your guide to navigating the COVID-19 CARES Act Stimulus Payments” »

  • COVID-19,CARES支付和缴税截止日期-所有非居民税务问题都得到了解答!

    COVID-19 tax questions

    作为一个非美国居民,你可能有很多关于税收的问题。

    这就是为什么在Sprintax,我们提供24/7的实时聊天服务。我们的团队可以在任何时间为您提供支持和回答您所有的税务问题。

    在这个博客中,我们整理了我们团队最近收到的一些最常见的税务问题。

    最近关于非居民税的问题 Continue reading “COVID-19,CARES支付和缴税截止日期-所有非居民税务问题都得到了解答!” »

  • COVID-19, the CARES payment and the tax deadline – all of your non-resident tax questions answered!

    COVID-19 tax questions

    As a non-resident in the US, you probably have a lot of questions about tax.

    That’s why, at Sprintax, we offer a 24/7 Live Chat service. Our team are available any time day or night to support you and answer all of your tax questions.

    In this blog, we’ve compiled some of the most common tax questions that our team have received recently.
    Continue reading “COVID-19, the CARES payment and the tax deadline – all of your non-resident tax questions answered!” »

  • US Tax deadline extended to 15 July 2020

    Due to the Coronavirus (COVID-19) outbreak, the IRS have announced a 90 day extension to the deadline to file and pay your federal taxes.
    Continue reading “US Tax deadline extended to 15 July 2020” »

  • The ultimate US tax guide for J-1 participants

    Tens of thousands of people flock to the US on J-1 visas each year.

    Every J-1 participant has a tax filing requirement, it’s the law!

    Many J-1 visa holders are confused by the often tricky US tax jargon. However, it’s not as bad as it seems, and knowing even a little about your filing requirements can go a long way!

    With this in mind, we’ve created a blog post that will answer some common queries from J-1 participants in the US!

    Table of Contents:

    Continue reading “The ultimate US tax guide for J-1 participants” »

  • US tax season survival guide for international students on F-1 visas

    US tax season guide for international students on F-1 visa

    While tax filing might not be the most exciting aspect of international student life in the US, the importance of completing these forms correctly cannot be underestimated.

    In fact, the way you handle your international student tax affairs will have a major impact on future Green Card and visa applications.

    With this in mind, we’ve created this handy tax guide for international students and scholars in the US on an F-1 visa.

    We’ve covered everything you need to know about tax returns, refunds, and how to stay in the taxman’s good books! So, let’s get started!

    To easily navigate this guide, we’ve listed the main covered topics in the table of contents below.

    Table of Contents

    Continue reading “US tax season survival guide for international students on F-1 visas” »

  • 给持F-1签证的国际学生的美国税收季节生存手册

    US tax season guide for international students on F-1 visa

    尽管纳税申报可能不是国际学生在美国生活中最令人兴奋的方面,但正确填写这些表格的重要性不容低估。

    事实上,您处理国际学生税务事务的方式将对您未来绿卡和签证申请产生重大影响。

    考虑到这一点,我们为持F-1签证在美国的国际学生和学者制作了这份方便的税务指南。

    我们已经涵盖了所有你需要知道的关于纳税申报,退款,以及如何留在税务人员的好书!那么,让我们开始吧!

    为了方便浏览本指南,我们在下面的目录中列出了主要涉及的主题。 Continue reading “给持F-1签证的国际学生的美国税收季节生存手册” »

  • The new W-4 form explained

    The importance of correctly filling out US tax forms can often be disregarded as the process can be, let’s face it, quite boring!

    However, the importance of these forms cannot be underestimated, as it is absolutely crucial for any nonresident to abide by the strict tax laws in The States.

    In fact, the way that you handle your US tax affairs can play a big part in whether your future visa or Green Card applications succeed or not.

    In this blog we’ll lay out some of the key information you need to know before filling out the W-4 form, so that the correct amount of taxes is withheld from your paychecks.
    Continue reading “The new W-4 form explained” »

  • Form 8843 – what is it and how do I file it?

    Form 8843_Guide_Sprintax

    There are 3 things that every US international student and J-1 visa holder needs to know about American tax:

      1. Every US international student and J-1 visa holder has a tax filing requirement
      2. It doesn’t matter if you have earned income. You must still file your documents before the deadline
      3. The IRS takes this stuff seriously! In other words, if you don’t comply with your tax obligations, you may encounter complications when applying for US visas in the future

    Regardless of whether you have earned income during your time in the US, you will still need to file what’s known as a Form 8843 “Statement for Exempt Individuals and Individuals With a Medical Condition”.

    This blog post will focus on exactly what you need to do in order to file this form and remain compliant with the IRS.
    Continue reading “Form 8843 – what is it and how do I file it?” »

  • 表格8843 -是什么及如何提交?

    Form 8843_Guide_Sprintax

    关于美国的税收,每个美国国际学生和J-1签证持有人需要知道三件事:

      1. 每个美国国际学生和J-1签证持有人都有纳税申报要求
      2. 是否有收入并不重要。你必须在截止日期前提交文件
      3. 国税局会认真对待这件事的!换句话说,如果您不遵守您的税务义务,您可能会遇到复杂的申请美国签证在未来

    无论你在美国期间是否有收入,你仍然需要提交8843表格“豁免个人和有健康状况的个人声明”。

    这篇博客文章将着重于你需要做什么才能提交这个表格,并保持符合美国国税局。 Continue reading “表格8843 -是什么及如何提交?” »

  • 5 Important US tax documents every international student should know

    Tax solutions for nonresidents in the US

    Let’s face it – tax is super boring!

    And when you move to the US as an international student or scholar, the local tax system will likely be the furthest thing from your mind.

    However, boring or not, compliance with the American tax authorities – the IRS – is crucial for any international student. In fact it’s one of the conditions of your visa! And how you handle your US tax affairs can play a big part in the outcome of your future visa or Green Card applications.

    But, by doing some research into US tax when you first arrive, you can save you a lot of hassle down the line.
    Continue reading “5 Important US tax documents every international student should know” »

  • 5 вещей, которые каждый нерезидент в США должен знать о налогах

    Когда вы приедете в США как иностранный студент или участник J-1, вы, вероятно, будете очень заняты.

    Без сомнения, вы будете стремиться найти жилье, осмотреть свой новый район и завести новых друзей!

    Налог, с другой стороны, будет самым последним на вашем уме.

    Однако, хотя размышления о скучных финансовых формах могут быть не самой захватывающей перспективой, для каждого нерезидента в США очень важно понимать и соблюдать свои налоговые обязательства.

    Почему?

    Ну, если вы не выполняете свои налоговые обязательства, вы можете поставить под угрозу ваши будущие заявления на получение американской визы и грин-карты. С вас даже могут быть взяты штрафы и пени (да-да!).

    Но это еще не все. Многие иностранные студенты и участники J-1 имеют право требовать большие налоговые возвраты в конце налогового года.

    Итак, имея все это в виду, мы создали это удобное руководство, чтобы  разложить по полочкам все, что вам нужно знать о налоговой системе США.

    Мы обсудим тип налога, который вы должны уплатить во время пребывания в США, документы, которые вам необходимо подать, и способы возврата налога!

    Вот 5 вещей, которые каждый нерезидент в США должен знать о налогах:

    1 – Определение вашего статуса налогового резиденства

    Очень важно правильно определить свой статус налогового резиденства, как только вы приезжаете в США.

    Когда вы определите свой статус налогового резиденства, вы сможете подать полностью соответствующие требованиям налоговые документы США.

    В целом, иностранные студенты и участники J-1 считаются «иностранцами-нерезидентами» при налогообложении в течение первых пяти календарных лет их пребывания в США.

    Основное различие между резидентами и нерезидентами заключается в том, что граждане США облагаются налогом на всю их прибыль вне зависимости от места /страны её получения, в то время как иностранцы-нерезиденты должны сообщать только о своем доходе, полученном в США.

    Налоговые органы США – Налоговое Управление США – используют Тест Долгосрочного Прибывания (The Substantial Presence Test (SPT)), чтобы определить, должно ли физическое лицо облагаться налогом как гражданин США или как иностранец-нерезидент в течение определенного года.

    Физическое лицо будет проходить Тест Долгосрочного Прибывания, если он находился в США не менее 31 дня в текущем году и в общей сложности 183 эквивалентных дня в течение текущего года и предыдущих двух лет.

    Если вы не пройдете Тест Долгосрочного Прибывания, вы будете классифицированы как иностранец-нерезидент при налогообложении.

    2 – Подача налоговых документов

    Если вы зарабатываете доход как иностранец-нерезидент в США, вы должны заполнить форму 1040NR или 1040NR-EZ до истечения срока подачи налоговой декларации – 15 июля.

    И важно отметить, что, даже если вы не получаете никакого дохода в США, у вас все равно есть обязанность по подаче налоговой декларации. Вы должны подать форму 8843 в Налоговое Управление США к сроку уплаты налогов.

    Что вам понадобится для подачи налоговых документов

    Когда вы садитесь за подготовку налоговых документов США, у вас должны быть под рукой следующие материалы:

    • Ваш статус резиденства

     

    • Ваш номер социального страхования (SSN) или индивидуальный идентификационный номер налогоплательщика (ITIN):

    Если вы хотите работать в США, вам потребуется SSN или ITIN, чтобы идентифицировать вас при налогообложении. Вы должны указать свой идентификационный номер налогоплательщика в налоговых декларациях, выписках и любых других налоговых документах.

    SSN являются наиболее распространенным видом налогового идентификационного номера. Тем не менее, вам понадобится ITIN, если вы ожидаете получить налогооблагаемый стипендию или гранты и не имеете права на номер социального страхования (SSN).

     

    • Ваши документы о доходах

    Существует три основных вида документов о доходах:

     

    – Если вы получали заработную плату или чаевые в США, вы должны были получить форму W2 от своего работодателя в США к концу февраля.

    – Вы получите форму 1042-S от своей школы или учреждения, если вы получили налогооблагаемую стипендию (например, стипендию или жилищное пособие).

    1099 встречается реже, но вы можете получить этот документ, если заработали арендный доход, инвестиционный доход или работали в качестве независимого подрядчика.

    При неподаче

    Если вы не подаете налоговую декларацию:

    • с вас могут быть взяты штрафы и пени
    • вы можете также поставить под угрозу ваши будущие заявления на визу
    • вы не получите возврат налога

    3 – Требование налоговых льгот по договору

    США заключили налоговые соглашения с 65 странами по всему миру о том, что нерезиденты не подлежат двойному налогообложению (другими словами, чтобы они не платили налог в двух странах).

    Согласно условиям налоговых соглашений, многие нерезиденты в США:

    • облагаются налогом по сниженной ставке
    • Освобождены от налога США на доход, полученный из определенных источников в США

    США подписали налоговые соглашения с:

    Армения, Австралия, Австрия, Азербайджан, Бангладеш, Барбадос, Беларусь, Бельгия, Болгария, Канада, Китай, Кипр, Чехия, Дания, Египет, Эстония, Финляндия, Франция, Грузия, Германия, Греция, Венгрия, Исландия, Индия, Индонезия , Ирландия, Израиль, Италия, Ямайка, Япония, Казахстан, Корея, Кыргызстан, Латвия, Литва, Люксембург, Мальта, Мексика, Молдова, Марокко, Нидерланды, Новая Зеландия, Норвегия, Пакистан. Филиппины, Польша, Португалия, Румыния, Россия, Словакия, Словения, Южная Африка, Испания, Шри-Ланка, Швеция, Швейцария, Таджикистан, Таиланд, Тринидад, Тунис, Турция, Туркменистан, Украина, Великобритания, США, Узбекистан, Венесуэла.

    Если вы попадаете под эту категорию, вы можете подать заявление на получение налоговых льгот, подав налоговую декларацию в конце налогового года.

    Word “Tax” with clock on the office workplace. Business concept.

    4 – Требование возврата налогов

    Целью подачи налоговой декларации является проверка дохода, полученного вами в течение налогового года, и вычтенного налога.

    Это также возможность требовать любые вычеты, на которые вы можете претендовать.

    Если произошла недоплата налога, вы должны будете оплатить остаток задолженности Налоговому Управлению США.

    С другой стороны, если вы переплатили по своему налоговому счету, вы будете иметь право требовать возмещения переплаченной суммы.

    Каждый год тысячи иностранных студентов и участников J-1 имеют право требовать возврат налога США.

    Это хорошая идея, потребовать налоговые выплаты, причитающиеся вам. Для многих нерезидентов сумма возврата может состоять из четырех цифр!

    Вы действительно хотите оставить столько денег у налоговика? Конечно, нет!

    5 – Подготовка налоговых документов простым способом!

    Когда наступает налоговый сезон, вы всегда можете самостоятельно подать налоговую декларацию в Налоговое Управление США.

    Основным преимуществом подачи заявки самостоятельно является то, что это бесплатно. Основным недостатком является то, что, подавая документы самостоятельно, бремя обеспечения того, чтобы ваша налоговая декларация полностью соответствовала требованиям, ложится исключительно на вас.

    Как мы уже упоминали выше, если вы подаете неправильную налоговую декларацию, вас могут оштрафовать. Вы можете даже поставить под угрозу вашу будущую визу в США или получение грин-карты.

    И именно по этой причине многие нерезиденты обращаются за помощью к таким компаниям, как Sprintax, при подготовке своих налоговых документов.

    Sprintax партнер TurboTax для нерезидентов и единственное программное обеспечение для самостоятельной подготовки налоговых деклараций США.

    Determining US tax residency status

    Когда вы создаете свой аккаунт Sprintax  вы можете:

    – определить свой статус налогового резидента США за минуты

    – подготовить полностью соответствующие требованиям налоговые декларации на федеральный налог и налог штата и заполнить форму 8843 онлайн

    – получить максимальный законный возврат налога

    – и многое другое

    Если у вас есть вопросы о ваших налоговых обязательствах нерезидентов, Sprintax также предлагает круглосуточную поддержку в чате.

    Узнайте больше о Sprintax здесь

  • 5 documentos de impuestos de EE.UU. que todo participante J1 o estudiante internacional debe conocer

    Aceptémoslo – El tema de impuestos es muy aburrido!

    Y cuando vas a EE.UU. como participante J1 o estudiante internacional, el sistema tributario local será probablemente lo último en lo que pienses.

    Sin embargo, aburrido o no, el cumplimiento con las autoridades fiscales– el IRS – es crucial para todo participante J1 o estudiante internacional. En efecto, es una de las condiciones de tu visa! Y el manejo de tus asuntos fiscales en territorio americano. puede jugar un papel muy importante en el resultado de tu futura visa o aplicación para una Green Card.

    Pero, hacer una lectura rápida sobre los impuestos de EE.UU. al llegar al país, puede ahorrarte muchos dolores de cabeza en el futuro.

    Como no-residente, hay un número de formularios y documentos con los que necesitas familiarizarte mientras te encuentres allá

    En este blog, encontrarás una guía de 5 de los documentos fiscales más importantes y los casos en que deben ser utilizados, por qué necesitas presentarlos, y la manera más fácil de completar cada uno.

    Los documentos que veremos serán:

     

    Términos clave

    Pero antes de empezar, hay un par de términos clave que verás en muchos formularios. Estos términos, a menudo pueden causar una confusión, teniendo esto en cuenta, vamos a explicarlos a continuación.

    Tax year – Año fiscal

    Un ‘año fiscal’ en EE.UU. se cuenta del 1 Enero – 31 Diciembre. Una de las fechas más importantes durante el ‘año fiscal’ es el 15 Abril– esta es la fecha límite de presentación de impuestos (por causa del Covid-19, la fecha límite para la presentación de la declaración del 2019 ha sido extendida hasta el 15 de Julio en el 2020). La declaración de impuestos a presentar siempre debe contener la información del año fiscal anterior.

    Aunque el año fiscal en EE.UU. es igual al año calendario debes saber que no en todos los países un año fiscal coincide de esa manera con el año calendario al que estamos acostumbrados, esa es la razón por la que debes tener en cuenta que un término como este tiene tanta importancia.

    Residency status- Estatus de residencia

    La mayoría de los estudiantes internacionales serán tratados de manera diferente a los ciudadanos americanos en cuanto a impuestos. Por no ser ciudadanos, ni residentes, estos son considerados ‘Nonresident aliens’ para efectos fiscales en EE.UU.

    Withholding Agent – Agente de retención

    Por lo general, una organización que pague sus ingresos también retendrá impuestos de esos ingresos. Esta organización es conocida como ‘withholding agent’. En otras palabras, si recibes ingresos de tu empleador (en caso de participantes J1) o de tu universidad en EE.UU. (en caso de estudiantes) estos serán tus agentes de retención – ‘withholding agent’.

    Tax Treaty – Tratado fiscal

    Un ‘tax treaty’ es un acuerdo entre dos países sobre la imposición de impuestos sobre sus residentes. Muchos participantes J1 o estudiantes pueden aprovechar los beneficios de los tratados fiscales y hacer uso del derecho a reducciones en la cantidad de impuestos que se deducen de su salario.

    Taxpayer Identification Number (TIN) – Número de identificación del contribuyente

    El ‘Taxpayer Identification Number’ (TIN) es un número único que se utiliza para identificar a cada contribuyente de impuestos en EE.UU. Dos de los tipos más comunes de TIN incluyen el ‘Social Security Number’ (SSN) y el ‘Individual Taxpayer Identification Number’ (ITIN).

    1. Form SS-5 & W-7

    Social Security Number applications Sprintax

    Una de las primeras cosas que debes hacer al llegar a EE.UU. es solicitar el Social Security Number (SSN) si tu propósito es trabajar allá.

    No podrás trabajar ni obtener ingresos en EE.UU. sin un TIN que el IRS pueda usar para identificarte.

    El SSN es el tipo de identificación más común e importante si estás autorizado a trabajar en EE.UU.

    Puedes aplicar por un Social Security Card en la oficina de ‘Social Security Administration’ (SSA) más cercana completando el Form SS-5. Al presentar tu SS-5 necesitarás también proporcionar cierta documentación que muestre tu edad, identidad, estatus de inmigración, y permiso para trabajar en EE.UU.

    Por otro lado, si esperas recibir ingresos por becas, subvenciones gravables o cualquier otro ingreso que no sea laboral, lo más probable es que no califiques para un Social Security Number (SSN), en vez de ellos deberás solicitar un ‘Individual Taxpayer Identification Number’ (ITIN). ITIN es solo utilizado para fines fiscales y solo es reconocido por el IRS y algunas oficinas fiscales estatales, pero no por el ‘Social Security Administration’ (SSA).

    Puedes solicitar tu ITIN directamente con el IRS completando el form W-7.

    1. Form W-4

    Cuando empieces a trabajar y obtener ingresos en EE.UU. tu empleador te proporcionará el form W-4 en tu primer día de trabajo.

    El propósito de este formulario es determinar cuánto impuesto debe retenerse de tus ingresos.

    Es crucial que completes tu Form W-4 de manera correcta, de lo contrario, pagarás menos impuestos de lo que deberías y te enfrentarás a un gran pago de saldo de impuestos al final del año fiscal.

    De ninguna manera indiques que estás exento de pagar impuestos, esto te resultará en una gran deuda con la oficina fiscal.

    Completando el Form W-4 

    Para completar tu Form W-4 necesitarás proporcionar detalles personales como tu nombre, dirección en EE.UU., TIN y estado civil (tip: ingresa o escribe ‘single’ a menos que estés casado(a) con un residente de EE.UU., solo en ese caso podrás realizar una declaración conjunta).

    Antes de terminar con tu formulario, es importante hacer una revisión para asegurarse de que cada detalle proporcionado es correcto. Una vez hecho esto, deberás imprimir tu W-4, firmarlo, fecharlo y dárselo a tu empleador.

    1. Form W-8BEN

    W8 BEN Form Sprintax

    Para reclamar el beneficio de un tax treaty, debes completar un formulario W-8 o un formulario 8233.

    Estados Unidos tiene muchos tax treaties diferentes con muchos países de todo el mundo.

    Como estudiante internacional en EE.UU., es posible que puedas hacer uso de un tax treaty para pagar una cantidad reducida de impuestos sobre tus ingresos.

    Hay una variedad de formularios W-8 y cada uno es bastante complejo. El W-8BEN es el tipo más común utilizado por lo empleados no-residentes.

    Completando el W-8BEN

    A decir verdad, el form W-8 es bastante complejo y puede ser difícil de completar.

     

    Aunque requiere los conceptos básicos como nombre, país de origen y TIN, también solicita los contactos de los cuales recibes el ingreso que informa.

    A menudo, se consulta a un profesional para ayudarlo a completar la Parte II del formulario, en relación con la elegibilidad y los detalles del tax treaty.

    Sin embargo, determinar la elegibilidad de un tax treaty es bastante fácil con Sprintax.

    Todo lo que debes hacer es ingresar tu información en nuestro cuestionario. Nuestro Software determinará si estás permitido de reclamar un tax treaty.

    Y, si tienes derecho a reclamar un tax treaty, nuestro sistema lo aplicará automáticamente al cálculo en tu declaración de impuestos. Es así de fácil!

     

    1. Form 8233

    Form 8233 Sprintax

    Si recibes ingresos de becas o becas no compensatorias e ingresos por servicios personales (incluidas las becas compensatorias o ingresos de becas) de tu universidad y deseas reclamar un beneficio de tax treaty para ambos y pagar una cantidad reducida de impuestos, deberás completar un Formulario 8233 y enviarlo a tu universidad.

     

    Deberás completar un Form 8233 separado:

    • Para cada año fiscal (asegúrate de especificar el año fiscal en el espacio indicado sobre el ‘Part I’ del formulario)
    • Para cada agente de retención (Universidad)

    y

    • Para cada tipo de ingreso

    Form 8233 for nonresidents

    Para completar el Form 8233 necesitarás:

    • Información personal como tu nombre, TIN y dirección en tu país de residencia
    • Detalles de tu tipo de visa de EE.UU. incluyendo:
      – la fecha de tu entrada a EE.UU. (en relación con tu estado actual de no inmigrante) y la fecha en que vence tu estado actual de no inmigrante
      – También necesitarás una copia de tu visa
    • La descripción de los servicios prestados, y el monto total de ingresos obtenidos
    • El tax treaty exacto (y el artículo del treaty) en el que basas tu reclamo de exención de impuestos
    1. Forms 1040NR & 1040NR-EZ
    1040NR-EZ-2019 - file with Sprintax

    https://www.irs.gov/pub/irs-pdf/f1040nre.pdf

    Todos los extranjeros no residentes que estudian/trabajan en los EE. UU. tienen la obligación legal de presentar una declaración de impuestos y debes hacerlo presentando un formulario 1040NR o 1040NR-EZ, según tus circunstancias.

     

     

    Qué declaración de impuestos debo presentar?

    La mayoría de estudiantes y participantes J1 no-residentes deberán presentar una declaración de impuestos 1040NR-EZ.

    Deberás utilizar el form 1040NR-EZ en vez del Form 1040NR si cumples con los siguientes enunciados:

    • Tu ingreso sujeto a impuestos es menor a $100,000.
    • Tu única fuente de ingresos de EE.UU. son de ingresos, salarios, propinas, reembolso de impuestos estatales o locales, becas e intereses o dividendos no-taxables. Nota: Si tienes intereses gravables o ingresos por dividendos, deberás utilizar el Form 1040NR.
    • Los únicos impuestos que debes son:
    • El impuesto de la Tabla de Impuestos

    o

    • Social security no declarado y los impuestos de Medicare del Form 4137 o 8919
    • No reclamas ningún crédito fiscal
    • La única deducción detallada que puedes reclamar es para los impuestos estatales y locales.
    • La única exclusión que puedes reclamar es la exclusión de becas, y el único ajuste a los ingresos que puedes tomar es la deducción de intereses de préstamos estudiantiles
    • No reclamas ningún crédito fiscal por el cuidado infantil de hijos
    • No puedes reclamar ninguna deducción de intereses de préstamos estudiantiles, ni la deducción detallada de impuestos estatales y locales sobre los ingresos
    • No reclamas ningún dependiente
    • No puedes ser reclamado como dependiente en la declaración de impuestos de otra persona (como la declaración de tus padres)
    • Si expatriaste o finalizaste tu residencia en EE.UU., o estás sujeto al impuestos de expatriación, deberás utilizar el Form 1040NR, en caso estés obligado a presentar este formulario

    US tax refund sprintax

    Para completar tu 1040NR-EZ necesitarás…

    • Información personal
      Nombre, Dirección y TIN
    • Detalle de tus ingresos, salarios, propinas, etc.
      Tu empleador te proporcionará el Form W-2 (Resumen de ingresos e impuestos) a inicios de Febrero, este documento es esencial para realizar tu declaración de impuestos al finalizar el año fiscal. El formulario incluye detalles importantes sobre tus ingresos totales incluyendo salarios, propinas, beneficios adicionales imponibles, y los impuestos Federales y Estatales retenidos.
    • Detalles de tu beca, si corresponde
    • Detalles de ingresos exentos de tax treaties
      Si tienes derecho a beneficiarte de algún tax treaty, debes informar todos tus ingresos exentos en tu Form 1040NR-EZ
    • Tu firma!
      No olvides firmar tu declaración. El Form 1040NR-EZ no se considera una declaración de impuestos a menos que se encuentre firmada y fechada.

    La fecha límite para presentar un 1040NR-EZ es generalmente el 15 de abril (debido al brote de Covid-19, la fecha límite para la presentación de impuestos 2019 se extendió hasta el 15 de julio del 2020).

    Quién te puede ayudar?

    Si, como muchos otros estudiantes internacionales o participantes J1 encuentras el tema de impuestos bastante engorroso, es posible que necesites ayuda preparando tu declaración y completando tus documentos fiscales correctamente para garantizar el cumplimiento con el IRS.

    La respuesta?

    Sprintax es el único software de preparación de impuestos en línea para no-residentes en los EE. UU. Sprintax, te proporcionará un servicio sin estrés de principio a fin. Además, si tienes alguna pregunta, nuestro equipo de chat en vivo está disponible las 24 horas, los 7 días de la semana para ayudarte.

    Luego de crear tu cuenta, el software Sprintax te ayudará a preparar tus declaraciones de impuestos federales y estatales 1040NR-EZ totalmente legales. Sprintax también te permitirá recibir tu reembolso máximo de impuestos legalmente posible. Descubre más aquí.

     

    Sprintax TDS

    Nuestro Tax Determination Software (TDS) está diseñado para garantizar que los estudiantes y empleados sean gravados sin errores y que el monto de deducción de impuestos sobre sus ingresos sea correctamente reportado al IRS. Puedes también solicitar fácilmente tu SSN, establecer tu estado de residencia fiscal y determinar el derecho a un tax treaty. Sprintax TDS también te ayudará a preparar fácilmente tus forms SS-5, W-8BEN, 8233 y W-4.

  • The International Students Guide to US College Application Letters

    How to write the perfect US college application essay

    If you want to study in the US as an international student, you should probably start thinking about your college application letter.
    Continue reading “The International Students Guide to US College Application Letters” »

  • Filing 1042-S – How to Prepare for Tax Season

    tax filing regulations of international students

    Preparing a 1042-S isn’t an easy task, and to make matters worse, filing incorrectly can lead to penalties, fines and unnecessary stress.

    But not to worry, today we will address some of the most common questions associated with filing a 1042-S: What is a 1042-S? How do I know what income to report? What deadlines should I be aware of when filing a 1042-S? Should I be aware of any changes in filing regulations since last year?
    Continue reading “Filing 1042-S – How to Prepare for Tax Season” »

  • Hiring nonresident employees at your school? Here’s how to ensure you are tax compliant

    Withholding tax on nonresidents working in US universities

    The number of international students in the US spiraled over 1 million in 2018.

    And with many of these students also working part-time at their chosen schools, the proper documentation and withholding on payments to nonresidents has become an increasingly important topic for educational institutions in recent years.
    Continue reading “Hiring nonresident employees at your school? Here’s how to ensure you are tax compliant” »

  • The Ultimate International Student Freshman Survival Guide

    International Student Survival Guide

    Congratulations! You have been accepted into college or university in the US.  That makes you one in around 1 million international students studying in the USA.

    Moving to the US to study is a big decision. It takes courage to move to a new place where the language and culture can be very different from what you’re used to in your home country.

    American’s refer to their first year of college as their freshman year, and your freshman year in the US is going to be a lot of fun – as long as you’re prepared.

    There are plenty of challenges that you may face, especially in your first few weeks in the US… but not to worry, Sprintax are here to help make sure you start your first week of college prepared for just about anything.
    Continue reading “The Ultimate International Student Freshman Survival Guide” »

  • 终极国际学生新生生存指南

    恭喜你!你已经被美国的学院或大学录取了。在美国学习的国际学生中,你是百万分之一。

    去美国留学是一个重大决定。搬到一个语言和文化与你在家乡所习惯的完全不同的地方是需要勇气的。

    美国人把他们大学的第一年称为他们的大一,而你在美国的大一将会非常有趣——只要你做好了准备。

    你可能会面临很多挑战,尤其是在你来美国的头几周。但是不用担心,Sprintax会帮助你在大学的第一周准备好应对任何事情。 Continue reading “终极国际学生新生生存指南” »

  • Revealed: the 14 US tax questions every nonresident student asks us!

    How to file a nonresident tax return with Sprintax

    Are you a nonresident student in America? Do you find US tax to be confusing?

    Don’t worry, you’re not alone! Even for the most financially savvy US citizen, American tax can be pretty tricky.

    At Sprintax, we offer a 24/7 live chat service. Our chat team are on hand to guide our customers and answer all of their tax questions throughout the prep-process.

    Following the close of the 2018 tax season, we thought it would be a good idea to run the numbers on the most common questions our team have received throughout the year and answer them here in this handy blog!
    Continue reading “Revealed: the 14 US tax questions every nonresident student asks us!” »