Tax Forms to Complete - UCI International Center

UCI International CenterTax Forms to CompleteBelow you will find information about what forms you may need to complete depending on your visa type.Note: This is to be used as a guide, filing federal and state tax income tax forms is the personal responsibility of each international student and scholar. Information on thisform is not a substitute for advice obtained from the Internal Revenue Service or a qualified tax professional.POPULATION SITUATION FEDERAL FORMS STATE FORMSArrived in the United States in 2014You do not have to fill any forms for the 2013 tax yearF-1/J-1Was in the United States in 2013Form 8843Not NeededEarned No Money/Income in 2013STUDENTSWas in the United States for all or part of Form 8843, Form 1040NR-EZ or 1040NR Form 540NR [NR= Non-Resident]2009, 2010, 2011, 2012, 2013 year[NR= Non-Resident]Earned Money/Income 2013J-1 SCHOLARSH-1B or TNArrived in the United States in 2008 or earlierEarned Money/Income 2013BASIC TAX VOCABULARYINTERNAL REVENUE SERVICEThe taxation agency of the United States of America government to which you report your immigration status and to whom you fileyour personal Income tax return.ALIENAny person who is not a United States citizenSTUDENTPerson temporarily in the United States on an F and J visaRESEARCH SCHOLAR/TEACHERPerson who is not a student and who is temporarily in the United States on a J visaINCOME TAX RETURNStatement filed [completed and submitted] by the individual taxpayer to the Internal Revenue Service and State of CaliforniaINCOMEMoney earned by work or investments; wages, salaries, tips, some scholarship and fellowship grantsCOMPENSATION/EARNINGSMoney for work performed; wages, salariesW-2 Standard tax form showing the total wages paid to an employee and the taxes withheld during the calendar year: prepared by anemployer for each employee. Generally, distributed during the last week of January until the second week of February.WITHOLDINGU.S. income tax automatically taken from your paycheckU.S. SOURCE INCOMEAll income, gain or loss from U.S. sourcesUCI International Center • Irvine, CA 92697-5255 • P: 949.824.7249 • F: 949.824.3090 • intl@uci.edu • www.ic.uci.eduIC Office Use Only | Revised On 03.05.2014Form 1040EZ or 1040 [You areForm 540considered a Resident Alien for taxpurposes]You do not have to fill any forms for the 2013 tax yearArrived in the United States in 2014Earned No Money/Income in 2013 Form 8843 Not NeededWas in the United States for all or part of Form 8843, Form 1040NR-EZ or 1040NR Form 540NR [NR= Non-Resident]2012 and 2013 year[NR= Non-Resident]Earned Money/Income in 2013Arrived in the United States 2010 or earlier Form 1040EZ or 1040(Resident Alien for tax purposes)Have been in the in the United States less Form 1040NR-EZ or 1040NR [NR= Nonthan183 days in 2013Resident]Have been in the United States more than Form 1040 [Resident Alien for tax183 days in 2013purposes]Form 540Form 540NR [NR= Non-Resident]Form 540

UCI International CenterTax Forms to Complete2013 Income Tax Return deadline APRIL 15, 2014 (TUESDAY)List of Income Tax Preparations:H&R Blocko 4255 CAMPUS DR., UNIT B-142 IRVINE, CA 92612• Tel No. (949)856-1040• Hours of Operation: 9am to 9pm (during weekdays) 9am to 5pm (on weekends)• Look for Eileen Tsai or Phyllis Wan (Tax preparers for International Students/Scholars Resident or Non-Resident for Tax purposes)Jackson Hewitt Tax Serviceo 4840 IRVINE BLVD, STE 113, IRVINE, CA. 92620• Tel No. (714)544-0290• 6.54 miles from UCI campus (Irvine Blvd and Yale in Northwood)• Hours of Operation: 9am to 9pmoGlacier Tax Prep International Tax Preparation Software for Nonresident Aliens (Formerly known as CINTAX)https://www.glaciertax.com/A web-based nonresident tax preparation system designed primarily for students, scholars and researchers to complete the required federal tax forms.IRS –Internal Revenue Serviceo1-800-829-1040 TOLL-FREE, LIVE TELEPHONE ASSISTANCE FOR INDIVIDUALSHours of Operation: Monday – Friday, 7:00 a.m. – 7:00 p.m. your local timeNOTE: When calling, you may ask questions to help you prepare your tax return or ask about a notice you have received. Please be aware that when youconclude your discussion, their system will not permit you to return to your original responder.Disclaimer: The IC accepts no liability for the content of this information/list, or for the consequences of any actions taken on the basis of the informationprovided. We are not connected with, nor are we an affiliate with the agencies/companies listed above.UCI International Center • Irvine, CA 92697-5255 • P: 949.824.7249 • F: 949.824.3090 • intl@uci.edu • www.ic.uci.eduIC Office Use Only | Revised On 03.05.2014