Office of International Affairs (OIA)
Tax Information Resources
Which forms do I need to file (fill-out and send to IRS) taxes in the U.S.?
| Status | Forms | Forms needed from Jefferson Payroll |
| J-1, F-1 Non-Resident Alien for tax purposes |
Form 1040NR-EZ (no dependents) AND Form 8843
OR Form 1040NR (eligible dependents) AND Form 8843 OR ONLY Form 8843 if you had no U.S. income |
W-2 and/or 1042-S |
| J-1, F-1 Resident Alien for tax purposes | 1040EZ (single, or married filing jointly w/no dependents; income <$100,000) OR 1040A(no itemized deductions; income < $100,000) OR 1040 (itemized deductions; income > $100,000) |
W-2 |
If you do not know whether you are considered a Resident Alien or a Non-Resident Alien for tax purposes, please contact the Office of International Exchange Services.
If your country has a tax treaty with the U.S., you may claim the Treaty Article Number on your tax forms.
*IMPORTANT: Countries with 2-year Retroactive Treaties
If you are a resident of India, United Kingdom, Luxembourg, Netherlands, or Thailand, and plan to stay in the U.S. for more than 2 years (from the date you entered the U.S.), do not claim the treaty exemption when filing the 1040NR. Otherwise, you will have to repay the entire exempted amount for the 2 years, plus possible penalties.
To find more information about your treaty article, go to: Income Tax Treaties
IRS Help & RESOURCES
Internal Revenue Service International Tax Help 215-516-2000
Internal Revenue Service Online http://www.irs.gov/
IRS Taxpayer Assistance Hotline 1-800-829-1040
Philadelphia IRS Taxpayer Assistance Office (forms and information)
6th & Arch Streets, Room 1232
Walk-in Hours: Monday-Friday from 8:00 AM-4:30 PM, Saturday from 8:30 AM-12:30 PM
IRS TeleTax Phone Number 1-800-829-4477
Call for recorded tax information on nearly 150 tax topics and for automated refund information.
IRS Forms and Publications Phone Number 1-800-829-3676
Order a free copies of IRS forms and publications
IRS Hearing-Impaired Phone Number
Get tax assistance through TTY/TDD equipment, 24 hours a day, 7 days a week.
1-800-829-4059
TAX FORMS Available Online
Internal Revenue Service Forms and Publications Online http://www.irs.gov/formspubs/
Pennsylvania State Tax Forms Online http://www.revenue.state.pa.us/forms
Pennsylvania Department of Revenue Taxpayer Assistance Office
1400 Spring Garden Street (215) 560-2056
New Jersey State Tax Forms Online http://www.state.nj.us/treasury/taxation/forms.htm
New Jersey Taxpayer Hotline 609-292-6400
Delaware State Tax Forms Online http://www.state.de.us/revenue/
Delaware Division of Revenue Public Service, Wilmington Office (302) 577-8200
Other University Websites for Resources on Filing Taxes
University of Texas, International Office Guide to Preparing Taxes
SUNY Binghamton, International Student and Scholar Taxes
