How to File US Tax Return as an International Student
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- Опубликовано: 19 апр 2021
- Get a better understanding of the US tax return process for international students on F, J, M, and Q visas. Most importantly, learn how to get back money from the IRS in the form of a tax refund which you might be eligible to obtain as an F1, J1, or M1 visa international student.
In this video, we also discuss a major mistake international students make when filing their tax returns and how you can prevent making the same mistake.
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1️⃣ LIMITED OFFER!! Get $5 off when filing a federal tax return with Sprintax using Our Code
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2️⃣ Check out our blog with more details on US FEDERAL AND STATE TAX RETURNS FOR INTERNATIONAL STUDENTS
sojourningscholar.com/interna...
3️⃣ Check out our video with more details on US TAX RESIDENCY
• US Tax Residency Test ...
- Links to Related Videos and Resources-
4️⃣ How to Get an ITIN Number (Individual Tax Id Number) as an International Student
• How to Get An ITIN Num...
5️⃣ How to Get a Social Security Number (SSN) as an International Student
• Social Security Number...
6️⃣ IRS Website for Tax Forms
1040 NR: www.irs.gov/pub/irs-pdf/f1040...
8843: www.irs.gov/pub/irs-pdf/f8843...
Four (4) Reasons why you should file a US tax return as an international student:
1. Receive a tax refund from excessive tax payments
2. Satisfy immigration requirement for anytime spent in the US
3. Claim a benefit for any tax deductions or tax credits you qualify for if you are an international student from a country that has a tax treaty with the US. Currently, there are 66 countries that have tax treaties with the US. This tax deduction or tax credit would effectively reduce your tax bill.
4. Pay any outstanding taxes owed to the IRS before tax deadline.
International students considered as non-resident aliens for tax purposes must file their federal tax return using the Form 1040-NR (called the U.S. Nonresident Alien Income Tax Return).
This form along with a 1040NR instruction guide could be obtained from the IRS website at IRS.gov/form1040NR.
In addition to the 1040 NR, you would also need to submit the Form 8843
And if you live in a state that levies income taxes, the form required to file your state tax return would depend on your state of residence: www.taxadmin.org/state-tax-ag...
A major mistake US international students make when filing their tax return is using free online tax filing services from big companies such as H&R block & TurboTax.
The free online tax services provided by these companies cater to US resident aliens for tax purposes and US citizens, and not to non-resident aliens for tax purposes.
To avoid making this tax filing mistake, you can either
i) Print, prepare and submit the 1040 NR along with Form 8843 to the IRS for free
ii) Prepare the 1040 NR for free using special tax filing services provided by your university for it’s international students, after which you can submit the 1040 NR and Form 8843 to the IRS
iii) Alternatively, you could also consider a paid option with a tax preparation software such as Sprintax. Sprintax offers an online self-preparation software providing an all-in-one solution for non-resident aliens filing US federal and state taxes. sprintax.com/sojourningscholar
Who does not need to file a US Form 1040NR
International students who are nonresident aliens with no US source of income are still required to submit the form called the form 8843.
How to submit your 1040 NR tax paper tax forms
On the Form 1040NR instruction guide, you can find the address where the 1040 NR should be mailed.
By mail: (if you are getting a tax refund)
Department of the Treasury;
Internal Revenue Service Center;
Austin TX 73301-0215
U.S.A
By mail: (if you are paying a tax balance)
Internal Revenue Service;
P.O Box 1303;
Charlotte, NC 28201-1303
U.S.A
#TaxReturn #USInternationalStudents
//RECOMMENDED RESOURCES FOR US NON-RESIDENTS
○ Chat with a US Immigration Attorney 24/7: sojourningscholar.com/attorney
○ US Tax Return Filing for Non-Residents - sojourningscholar.com/tax
Disclaimer: As a disclaimer the content in this video should not be considered as tax or financial advice, given the complexities of the US tax codes, I highly recommend you seek a licensed tax specialist for personalized tax advice.
Affiliate Disclosure: This video description contains affiliate links. Which means that when you choose to make a purchase using the link, we may receive a small commission at no extra cost to you.
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I regret discovering this channel this late,WOW,just WOW. Thank you sir.
Glad to be of help to you here, enjoy!
Hi good morning!
Thank you so much for your videos. As always are so helpful!!
I'm not sure which tax form should I fill out. All these 5 years I filled 8843 since I didn't work. During my OPT a tax preparer helped me. But now that I'm back to A school to finish with my B.A degree I'm not sure what tax form should I fill since I passed the 5 years of substantial presence and not working.
Thank you so much!!
Keep up the good content! Thanks to your info I've got to travel out of state on an expired visa 😄
You're welcome! Glad to provide value!! If you're now considered a US resident for tax purposes, then the regular Form 1040 is the right document. Check out Sprintax in the description section for more guided help!
Thanks for the info! How about State tax returns and forms? How we are filing state tax?
Sprintax can help you prepare your state tax. use the code in the description of this video and save up to 15% off your filing.
I want to use Tax ID and apply for home health aid . Do you think it will affect my F1 visa status ?
How different is 1040 NR from 1042S ? I received money from an international organization and was sent the 1042S, do i file both with sprintax along with the general form that all internal students with or without income should file?
Form 1040 NR is the main tax return form for non residents. 1042S is a supporting document showing the scholarships received, just like a W2 is a supporting document for employment wages received. So if you've received a 1042S you will need that when filing your tax returnz with Sprintax. As that'll be sent to the IRS along with the Form 8843.
Hi, thanks for this video - Quick question that I hope you may be able to help with please: First time filing tax returns in the USA as I am a freshman from the United Kingdom on a F1 visa. I have a part time job on campus which I earn a few hundred dollars a month on which tax is taken at source plus I have my scholarship's which I have also paid tax on. I thought that I would receive all the tax back I paid when filing, but when filling in the information I only seem to be eligible for a small portion of a rebate. I have filed incorrectly do you think, or am I incorrect in my thinking I get 100% back and I still have to pay some tax on income earnt? Thanks in advance for your reply
Can't really speak on your exact circumstance. Depending on your total income (from US sources) you might be eligible to receive all the tax withheld. That's why I recommend you use tax filing professionals like Sprintax as they can help foreign nationals max out their tax refund.
Hi there! Do you know if non-resident alien F-1 students who are on STEM OPT who are not from India, whether they can claim standard deduction on their income?
Non-resident aliens (which includes F1 students who have been in the US for less than 5 years) do not qualify for the standard deduction. The only exception is if you're an F-1 student from India.
Hello! What if I was studying as an Undergraduate student a couple years ago and came back last year as a graduate student?
If you were in the US in the last year, you still have to file a tax return even if you didn't earn any US income.
Hey, what’s forms do I have to fill with my opt? Can I exempt fica on my w-4? How?
File with Sprintax, link in description.
Do I have to do anything if I have filed my taxes with TurboTax for the past few years? 😅
The appropriate tax return form for non-resident aliens is the 1040-NR, which is not available in TurboTax. To be compliant, you would need to file an amended tax return.
What is form 1098-T? I got this in email from my university’s billing services and i don’t understand anything
If you've received a scholarship from the University, you'll get that document.
I’m an international student on a F-1 VISA in US. To see if I understood, so I cannot feel a tax return at the turbo tax website?
Fill*
No you should not. You have to file a different form which is not available of TurboTax.
Hi,i am an international student on F1 visa,I came here on Dec 2021,I didn't work in 2022,But currently i has started my CPT from january 2023.I would like to know should i have to file both the forms like 1040-NR and 8843.
Those two documents are a must.
Hello, I am an International student F1 status, can I include 1098-T form to claim my tax return?
I want to know the answer too.
You know if that’s is possible ???
@@l.o.w6148 no we can’t do that !! International students can’t include 1098-T .. Which only Citizens can use the benefits
@@gowthams1584 so the payment can not be tax return???
Can International Students claim tax?
If you mean being entitled to a tax return for overpaid taxes, then yes.
I'm an international student and I already file with turbo tax. What do I do?
If you filed the 1040 with Turbotax instead of the 1040NR as discussed, you will need to file an amended tax return . You can do so with Sprintax here sojourningscholar.com/tax
What if I didn't file at all?
It's best to file for any unpaid taxes to be compliant.
Filing IS required by nonresident alien students and scholars who have:
A taxable scholarship or fellowship grant, as described in Chapter 1 of Publication 970, Tax Benefits for Education;
Income partially or totally exempt from tax under the terms of a tax treaty; and/or
Any other income that is taxable under the Internal Revenue Code.
Filing IS NOT required by nonresident alien students and scholars who have income ONLY from:
Foreign sources;
Interest Income from a:
U.S. bank
U.S. savings & loan institution
U.S. credit union
U.S. insurance company
An investment that generates Portfolio Interest (Described in Chapter 3 "Exclusions From Gross Income" - "Interest Income" - "Portfolio interest" of Publication 519, U.S. Tax Guide for Aliens);
A scholarship or fellowship grant that is entirely a Tax Free Scholarship or Fellowship Grant as described in Chapter 1 of Publication 970, Tax Benefits for Education; and/or
Any other income that is nontaxable under the Internal Revenue Code. However, income that is not taxable because of an income tax treaty must be reported on a U.S. income tax return even though no income tax is due on the U.S. income tax return.
Straight out from the IRS. If I fall under the not required category I don’t have to file, right?
Use Sprintax for your filing. Link in description.
How come I had to pay $290 to the IRS for my taxes and my advisor said I’ll not receive any refund. I used sprintax
I cant say, maybe you owed taxes to the Fed/State government and had to pay that back. It's not always the case that you receive money when you file your taxes. You only do if you've paid more money in taxes than you were supposed to.