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پر کردن فرم های تکس دانشجویی(Sprintax)

پر کردن فرم های تکس دانشجویی(Sprintax)

پر کردن فرم های تکس دانشجویی(Sprintax)

اطلاعات مندرج در این مطلب ، صرفاً نمونه ای از یک متن راهنما برای دانشجویان  [F] می باشد که مطالعه آن به همه دانشجویان و دارندگان ویزای [J] توصیه میگردد. لازم به ذکر است همه دانشگاه های آمریکا از یک سیستم واحد استفاده نمیکنند و یا بعضی دانشگاه ها برای دانشجویان غیر آمریکایی دانش کافی برای پاسخ به سوالات را ندارند. در نتیجه قبل از هر چیز مطالعه این متن راهنما برای شما مفید خواهد بود. توجه داشته باشید که نرم افزار TurboTax  مخصوص دانشجویان گرین کارت و یا شهروندان آمریکایی می باشد و نه دانشجویان دارای ویزای [F]  هر چند دانشجویان ایرانی بعضاً اقدام به پر کردن فرم های این سایت نموده و مقدار تکس ریترن بیشتری را در انتها مشاهده میکنند ولی اخذ پول حاصل از پر کردن مالیات در سایت اشتباه ممکن است در آینده باعث جریمه دانشجو و اجبار در برگشت پول به خزانه دولت آمریکا شود . در صورتی که دانشگاه شما از این نرم افزار استفاده میکند، حتماً نوع استتوس دانشجویی خود را با واحد payroll دانشگاه متذکر شده و سوالات خود را مطرح نمایید. این مطلب با توجه به اهمیت آن طی روزهای آینده به روز رسانی خواهد شد. چنانچه مطلب مفیدی به فارسی و یا انگلیسی در جهت تکمیل این متن راهنما دارید، لطفاً به آی دی تلگرامی زیر ارسال نمایید:

@Visa4edu

 

Who must file tax forms for the 2020 tax season?

If you were physically in the U.S. in F or J status anytime between January 1 - December 31, 2020, you're obligated to send one form, Form 8843, to the U.S. tax agency IRS (Internal Revenue Service), even if you had no income. For the 2019 tax season, if you earn $1 of US source income or greater, 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:

April 15th, 2021 is the last day for residents and non-residents who earned U.S. income to file Federal tax returns for 2020.

Resident or Non-Resident for Federal Tax Purposes:

Generally, most international students & scholars who are on FJM or Q visas are considered non-residents for tax purposes. International undergraduate students on J1 & F1 visas are automatically considered non-resident for their first 5 calendar years in the US, whilst Scholars/Researchers on J visas are automatically considered non-residents for 2 out of the last 6 calendar years in the US. If you’ve been in the US for longer than the 5 or 2 year periods, the Substantial Presence Test will determine your tax residency.

How to File:

We have teamed up with Sprintax to provide you with easy-to-use tax preparation software designed for non-resident students and scholars in the U.S. We (and all other university staff) are not qualified or allowed to provide individual tax advice. 

After you log in to Sprintax, it will ask you a series of questions about the time you have spent in the United States and in which immigration status, looking back over a period of years. Sprintax will then determine your tax status. If it determines that you are a "nonresident alien" (NRA) for federal tax purposes, you can continue to use it to respond to a series of guided questions. Sprintax will complete and generate the forms you need to print, sign, and mail to the IRS (Internal Revenue Service). If it determines 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 Non-Resident Tax Forms (F and J)

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. the income covered by a tax treaty

  3. payment for other types of services (e.g. by the semester as a note-taker)

If you received this type of income, the 1042-S will be mailed to you by March 15th by the payer.

Note: Only NonResident 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.

U.S. entry and exit dates for current and past visits to the U.S.

In addition to passport stamps, you can review or print your U.S.travel history here

✔*

1099

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

1098-T

This form is NOT needed and can NOT be used for a nonresident tax return because NRAs are not eligible to claim education expense tax credits.

 

2) Create a Sprintax Account:

You will receive an email from the international student office 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 log in using your existing credentials.

3) Follow the Sprintax instructions

If you had No U.S. Income: Sprintax will generate a completed Form 8843 for you and each of your dependents (if you have any).

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

 4)(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, they will give you the option to use Sprintax for an individual fee. However, it is your choice to use them or to do the state tax return on your own.

5)Mail your completed federal and/or state forms to IRS and/or state tax authorities

Remember to read the mailing instructions that Sprintax provides. If you have dependents, each one must mail their 8843 in a separate envelope.

 

Need Sprintax Support?

If you need help while using Sprintax, contact them:

24/7 Live Chat Help

Refer to their FAQs

email at hello@sprintax.com

Call 1-866-601-5695

 

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 to provide further clarity on the subject of using Sprintax and non-resident tax. There is also a Sprintax Blog which goes through tax-related topics and can be of use to you.

https://youtu.be/DgcLFMYgpHo

 

Resources

Sprintax Tax Instructions for students 

DISCLAIMER: International Student & Scholar Services (ISSS) and the school are 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.

 

 

TAX INFORMATION

U.S. FEDERAL TAXES

All F-1 are required to file certain federal tax forms for each year they have been present in the U.S.-- even if they did not earn any income during that year. Federal tax forms for the tax year being reported must be filed no later than April 20 of the following year with the U.S Internal Revenue Service (IRS). Individuals who for any reason are unable to file their tax forms by April 20 must submit an application for extension of the filing deadline on IRS Form 4868.

Determining Your Federal Tax Status

Your first task is to consider whether you were a resident or nonresident for federal tax purposes during the tax year for which you are now filing your return. Do not confuse the immigration designations of "nonimmigrant" and "immigrant" with the tax designations of "nonresident" and "resident." In many cases, they are not the same--all F-1s hold nonimmigrant status, yet many are residents for federal tax purposes! A nonresident is taxed on income from U.S. sources only, whereas a resident is taxed on worldwide income. Nonresidents may also be exempt from certain types of taxes (such as Social Security tax) whereas residents are not. Nonresidents are more restricted than residents as to the types of tax "exemptions" they can claim. (A "tax exemption" is like a tax credit. Each tax exemption that a taxpayer is eligible to claim reduces the amount of his or her total tax for the year.)

For F-1 the following general guidelines apply:

F-1 students are normally considered nonresidents for federal tax purposes only during the first five calendar years of study. Calculations should include any part of a calendar year within the first five years. For example, a student who arrived in August 2014 should count 2014- as an entire year, even though the student was only in the U.S. for five months of that year.

After five years, F-1 students are presumed to be residents for federal tax purposes by the IRS.

 

Determining Which Forms You Must File:

Links to each of the nonresident tax forms referred to below, as well as to other IRS forms and publications that you may find useful, are provided at the end of this section.

If you were a resident for federal tax purposes during the tax year for which you are currently filing your tax return, file form 1040 or 1040EZ, and any attachments as appropriate for your situation.

If you were a nonresident for federal tax purposes during the tax year for which you are currently filing your tax return AND

  • You were not present in the U.S. during the tax year for which you are currently filing: you do not need to file any tax forms.

  • You were present in the U.S. during the tax year for which you are currently filing but did not earn any U.S.-source income at all during that: you only need to file IRS Form 8843 by June 15 of the following year. (Note: An ITIN is not required if you are only filing Form 8843. However, if you have been assigned an ITIN or SSN you must include it on the form.)

  • You were present in the U.S. during the tax year for which you are currently filing and earned U.S. source income from on campus employment: you must file IRS Form 8843 and IRS Form 1040NR EZ or 1040NR by the April 15 deadline. Individuals who are eligible to claim the benefits of a tax treaty and who did not file any treaty claim forms directly with their employer would also need to file Form 8843 and a statement like that provided in Appendix A of IRS Publication 519.

 

Links to IRS Forms and Publications

Complete IRS information, forms and links related to international students and scholars can be found on the IRS's "Foreign Students and Scholars" webpage.

IRS Publication 519 US Tax Guide for Aliens is also a useful website for tax details and information. Please seek professional tax advice from a qualified tax professional or attorney.

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