Tax Filing Support

Tax Filing Season and Deadline

The 2022 tax filing season is for income earned in the U.S. from January 1 – December 31, 2022. The tax filing deadline is April 15, 2023.

Tax Filing Requirement

1. If you did not earn income and did not receive a scholarship, fellowship or grant in 2022, but you were physically present in the U.S., you are only required to complete IRS Form 8843, “Statement of Exempt Individuals.” You can file 8843 on your own or you can use Sprintax (see How to File below.)

  • Documents you may need to file: none
  • When to file: by June 15, 2023

2. If you earned income in 2022, you are required to file a federal tax return (1040 NR) and possibly a state tax return. Earned income is reported on a W-2 which can be found in your Duckweb account under Employee information. You must also file IRS Form 8843 which is required of all international students. 

  • Documents you may need to file: W-2 (found in Duckweb under Employee Information)
  • When to file: By April 15, 2023

3. If you did not earn income but received a scholarship, fellowship or grant in 2022, you are required to file a federal tax return (1040 NR) and possibly a state tax return. Scholarship, fellowship or grant information is reported on Form 1042-S which will be mailed to you around March 15, 2023. Not all international students who receive scholarships, fellowships and grants will be issued Form 1042-S. Only those whose awards exceeded their qualified tuition and education-related expenses will receive a 1042-S. If you receive a 1042-S, you must file a federal tax return with information from the 1042-S. You must also file IRS Form 8843 which is required of all international students. 

  • Documents you may need to file: 1042-S (Not all international students who receive scholarships, fellowships and grants will be issued Form 1042-S. Only those whose awards exceeded their qualified tuition and education-related expenses will receive a 1042-S.)
  • When to file: After March 15 and by April 15, 2023 (if you receive Form 1042-S)

Social Security Number or ITIN

If you do not have a social security number or individual taxpayer identification number (ITIN), you will need to apply for an ITIN with the Internal Revenue Service before you can file your taxes. You should apply for an ITIN before the tax season begins because it can take several weeks to get an ITIN. For instructions on how to apply for an ITIN, go to https://isss.uoregon.edu/individual-taxpayer-identification-number-itin

***How to File***

ISSS has partnered with Sprintax to offer tax filing support to international students and visiting scholars. Below is 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. All other required tax forms will be your responsibility.

After you login to Sprintax, you will be asked a series of questions about the time you have spent in the US over recent years. Sprintax will then determine your tax status. Generally, most international students & scholars who are on F or J visas are considered nonresidents for tax purposes. International students on F and J visas are automatically considered nonresident for their first five calendar years in the US, whilst Scholars/Researchers on J visas are automatically considered nonresidents for two out of the last six calendar years in the US. If you’ve been in the US for longer than the five- or two-year periods, the Substantial Presence Test will determine your tax residency. Sprintax will help you determine your tax status, so you don't have to figure this out on your own.

If Sprintax determines that you are a "resident alien" for federal tax purposes, you won’t be able to continue using the software. Instead, you can use other online tax preparation software like TurboTax, H&R Block, or you can get personal assistance from a professional tax preparer in the community.

1. Create a Sprintax account

Click on SPRINTAX to set up your account. The unique code (22UOR750F) for University of Oregon international students and scholars is embedded in the Sprintax link and will cover the cost of filing the federal tax return and 8843 at no cost to you. Open your new Sprintax account by creating a User ID and password. If you have an existing account on Sprintax you can login using your existing credentials. 

2. Follow the Sprintax instructions

If you did not earn any US Income: Sprintax will generate a completed Form 8843 for you and each of your dependents (if you have any). If you did earn US Income: Sprintax will generate your “tax return documents”, including form 1040NR, depending on your circumstances.

Sprintax Instructions for UO International Students

3. 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 them or to do the state tax return on your own.

4. Follow 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. Depending on your circumstances, you may be able to E-file your Federal tax return. However, this will depend on certain eligibility criteria. You can learn more about eligibility in this Sprintax blog - https://blog.sprintax.com/nonresident-federal-tax-efiling-live/

If you have a state filing requirement, you must also mail this to the state tax authorities.

Finally, if you only need to file Form 8843, this will also need to be mailed to the IRS.

Documents You May Need for Filing your Taxes

Passport

Have handy when filing with Sprintax

I-20 (F status) or DS-2019 (J status)

Have handy when filing with Sprintax

Social Security Number or ITIN

Have handy when filing with Sprintax. 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 e mailed to you by 15 March.

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.

US entry and exit dates for current and past visits to the US

In addition to passport stamps, you can review or print your US travel history here https://i94.cbp.dhs.gov/I94/#/home

1099

This form reports miscellaneous income. Can be 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.

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 (available once you create a Sprintax account and login)

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 nonresident taxes. These will provide further clarity on nonresident tax and how to use Sprintax.

Sprintax also offers a range of useful content on their blog to help you file your return.

UO RESOURCE:

UO Tax Information for International Students

 

DISCLAIMER: The University of Oregon, International Student & Scholar Services (ISSS) and the university 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.