Tax Filing Support

RESOURCES:

Sprintax Instructions for UO International Students

UO Tax Information for International Students

 

Sprintax Discount Code:

The Sprintax Instructions above include the discount code for UO international students. You can also click on this link to set up your Sprintax account and have access to the discount code pre-purchased by International Student & Scholar Services. This unique discount code (21UOR500F) is embedded in the link and will cover the cost of filing a federal tax return and/or 8843 at no cost to you. 

Who must file tax forms for 2021 tax season?

If you earned any 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). Sprintax will help you file all required tax returns quickly and easily. Keep reading!

If you did not earn any income, but you were physically in the US in F or J status anytime between January 1 – December 31 2021, you’re obligated to file a Form 8843 with the IRS (the Internal Revenue Service.) You can complete Form 8843 by yourself, or you can use Sprintax.

Tax Filing Deadline

April 18, 2022 is the last day for residents and nonresidents who earned US income to file Federal tax returns for the 2021 tax year.

Who is considered Resident or Nonresident for Federal Tax Purposes

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 when you use their tax preparation software, so you don't have to figure this out on your own.

How to File?

ISSS has partnered with Sprintax to offer tax filing support to international students and visiting scholars by purchasing discount codes to be applied to the filing of the federal tax return and Form 8843. The discount code is a unique code for the University of Oregon and is embedded in the link provided below when you create an account with Sprintax.

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. If it determines that you are a “nonresident alien” (NRA) for federal tax purposes, you can continue to use the software and respond to a series of guided questions. Sprintax will then complete and generate the tax forms you need to send to the IRS.

However, 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.

Step-by-Step Guide on How to File Your Nonresident Tax Forms

1. Gather the documents you may need for Sprintax

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 by the payer.

Note: Only Nonresident Aliens receive this form. If your taxstatus 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.

2. Create a Sprintax Account

Click on this link to set up your account and have access to the discount code to use on Sprintax. This unique discount code (21UOR500F) will cover the costs of 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.

3. 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.

4. 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.

5. 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. 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.

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.

 

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.