If you want to file a tax return as a non-resident in the US, you’ll need a few important documents and some vital information. We’ve listed them below so you can prepare for tax time in the US!
What you’ll need:
- Your Passport
- All U.S. entry and exit dates for current and previous visits
- Any tax forms you received (Form W-2, 1042-S and/or 1099, etc.)
- Visa/Immigration status information, including Form DS-2019 (for J visa holders), Form I-20 (for F visa holders)
- Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- If you are using Sprintax for State Tax Return(s) preparation only, you will need a copy of your already prepared Federal Tax return
So, what are these documents?
This is the US Non-resident Alien Income Tax Return and you must file this form if you earned US sourced income. It is due by 15 April each year.
If you work in the US, you’ll get a W-2 form from your employer. They should give you this by the deadline and it will reflect your income from the previous year.
The form is divided into state and federal sections and there are fields with employer information and details of your income.
If you receive a scholarship, fellowship or grant, you’ll need a form 1042-S to complete your tax return. You can also use this form for many other income types such as teaching, research, and investment income. You should receive form 1042-S from your university’s payroll department or the party that provided the income.
The Individual Taxpayer Identification Number (ITIN) is assigned in the place of a social security number. If you don’t have an ITIN, Sprintax can help organize this for you.
If you don’t need to file a tax return and are just filing a form 8843, you won’t need one, however, if you have been supplied with one, you must still include it on the form.
If you didn’t earn any income in the US, you must still file a form 8843. A form 8843 ‘’Statement for Exempt Individuals with a Medical Condition” is not an income tax return, it’s a statement you file for the US Government if you are a certain non-resident alien (including spouses/dependents of certain non-resident aliens). You can read more about form 8843 here.
You should file your tax return by the deadline of 15 April (this date may change to accommodate holidays or weather conditions). For example this date is extended to 17th of April for 2016 tax year, first working day after the deadline.
Hey I'm Stacy!
I'm dealing with US taxes and can't wait to help you prepare your tax return!
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