Tax Filing Support

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Tax Filing Support

Where to Get Help  |  Taxation Overview  |  How to File a Tax Return

The 2024 tax filing season is for income earned in the U.S. and scholarships/fellowships received from January 1 – December 31, 2024. The tax filing deadline is April 15, 2025.

Determining one's tax obligation can be a serious challenge, especially as it varies on a case-by-case basis. If you earned any taxable US income, you may need to file a federal and state tax return with the Internal Revenue Service (IRS) and State of Oregon, unless a tax treaty applies. This includes income from on-campus employment, CPT and OPT. 

Note: All international students must file Form 8843 with the IRS if you were physically in the U.S. for any part of 2024, even if you did not earn any income

Tax Treaty Exemption:

A number of foreign countries have income tax treaties with the United States, which can often reduce or eliminate U.S. tax on income earned. View the Tax Treaty Chart for Students to see if you are from a tax treaty country. 

If you did not submit Form 8233 (not to be confused with IRS Form 8843) and attachment letter with the UO-NRA form when you were hired, you should contact UO Payroll: payroll@uoregon.edu, 541-346-3151.

Where to Get Help

Sprintax Resources

Free educational tax webinars
Sprintax is hosting a number of free educational tax webinars that will be available to nonresidents prior to and during the US tax filing season. You may register using the registration links below for a session that works well for you. *All times are in Pacific Standard Time (PST)

January
Wednesday Jan. 22 @ 12 p.m.

February
Thursday, Feb. 6 @ 10 a.m.
Tuesday, Feb. 18 @ 9 a.m.

March
Tuesday, Mar. 4 @ 1 p.m.
Wednesday, Mar. 19 @ 11 a.m.
Wednesday, Mar. 26 @ 10 a.m.

April
Thursday, Apr. 3 @ 12 p.m.
Thursday, Apr. 10 @ 9 a.m.
Monday, Apr. 14 @ 10 a.m.

If you need help while using Sprintax, you can contact their support team
Email: hello@sprintax.com
24/7 Live Chat Help (available once you create a Sprintax account and login)

UO Resources

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.

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Taxation Overview

Review which scenario below best fits you

Who is Considered Resident or Non Resident for Federal Tax Purposes?

Generally, most international students & scholars who are on F and J visas are considered nonresidents for tax purposes. International students on J-1 & F-1 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.
 

 

1

If you had no income or taxable scholarships, grants, or fellowships in 2024 but were present in the U.S.

You are only required to complete IRS Form 8843 if you are a 'nonresident' for tax purposes. For more information and step-by-step instructions, go to IRS form 8843.
When to file: April 15, 2025 

2

If you earned income in 2024

You are required to file a federal tax return (1040 NR) and 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); 1042-S (mailed by UO Business Affairs) if your income is covered by a tax treaty.
When to file: April 15, 2025

3

If you did not earn income but received a 'taxable' scholarship, fellowship or grant in 2024

You are required to file a federal tax return (1040 NR) and possibly a state tax return (Form OR 40-N.) Scholarship, fellowship or grant information is reported on Form 1042-S which will be mailed to you in March 2025. 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, 2025 (if you receive Form 1042-S)

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How to File a Tax Return

Cost  |  Step 1: Tax Documents  |  Step 2: Sprintax Account  |  Step 3: Receive Tax Forms  |  Step 4: Mail Your Forms

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

Please follow steps 1-4 below. After you create an account with Sprintax (step 2), you will be asked a series of questions about the time you have spent in the U.S. over recent years. Sprintax will then determine your tax status. International students on F and J visas are automatically considered nonresidents for tax purposes for their first five calendar years in the US, while Scholars/Researchers on J visas are automatically considered nonresidents for two out of the last six calendar years in the U.S. If you’ve been in the U.S. 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' 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.

 

Cost

  • If you are a UO international student (or OPT/STEM OPT student) filing as a non-resident for tax purposes, ISSS has pre-paid the Sprintax fee to prepare the federal tax return (Form 1040 NR) and Form 8843, but you must create an account or login to Sprintax using the link in step 2 below. You are responsible for paying the Sprintax fee to prepare a state tax (Form OR 40-N), or any other required forms other than the federal tax return.
  • If you are a current international Graduate Employee (GE) and filing as a non-resident for tax purposes, the CBA requires that the UO provide free access to state and federal tax filing software to all international graduate students who have held GE positions in the relevant tax year. The UO has pre-paid the Sprintax fee to prepare a state tax return (Form OR 40-N) in addition to the federal tax return and Form 8843. You must create an account or log in to Sprintax using the link in step 2 below and request the state tax code directly from ISSS by sending an email to intl@uoregon.edu. ISSS, in collaboration with the Division of Graduate Studies, will also send an email to all international GEs in January with the state tax code.
  • If you are a current international student (or OPT/STEM OPT student) filing as a resident for tax purposes, you cannot file through Sprintax and all fees associated with filing your federal and state tax returns are your responsibility. Sprintax only supports non-resident tax filers.

 

Step 1: Gather all Tax-related Documents You May Need

Document

Description

Passport, visa, I-20 or DS-2019

Documents you need for filing with Sprintax

1095 -B

Proof of health insurance coverage. This form will be mailed to you.

Social Security or Individual Taxpayer Identification Number (ITIN)

If you do not have a social security number but have a scholarship, fellowship or grant, you must apply for an Individual Taxpayer Identification Number

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 (e.g. by the  semester as a note-taker)

If you received this type of income, the 1042-S will be e-mailed to you by March 15 from 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

1099

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

098-T

This form is to claim education expense tax credits by those who are resident tax filers. Nonresident tax filers cannot claim education expense tax credits.

 

Step 2: Create Your Free Sprintax Account 

Read the Sprintax Instructions for International Students and educate yourself on the tax filing process. As a UO student, you have access to free federal tax return preparation and Form 8843 filing through Sprintax. Your exclusive UO discount code: UOO750F24.

New to Sprintax? Create your account with a new User ID and password. Already have an account? Simply log in with your existing credentials.

Log in or Create Sprintax Account

 

Step 3: Receive Tax Forms

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 will inform you if you are required to also file a state tax return. If so, you will have the option to receive a state tax return from Sprintax for an additional fee. However, it is your choice to use them or to do the state tax return on your own.

 

Step 4: Mail Your Federal and State Tax Returns and Form 8843

Form 8843
Department of the Treasury
Internal Revenue Service
Austin, Texas 73301-0215

Federal Form 1040 NR
You will be required to download, print and sign your federal tax return and mail it  to the IRS.

Department of the Treasury
Internal Revenue Service
Austin, Texas 73301-0215

State Form OR 40-N
If you have a state filing requirement, you must also mail to the State of Oregon.​

Oregon Department of Revenue 
PO Box 14555
Salem, OR 97309-0940Finally, if you only need to file Form 8843, this will also need to be mailed to the IRS.

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