Office of International Affairs


For International Visitors Already at Jefferson > Tax Information Resources

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  iflag India,  ukflag United Kingdom, lflag Luxembourg,   nflag Netherlands, or   tflag 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 AND RESOURCES

Internal Revenue Service International Tax Help 215-516-2000

Internal Revenue Service Online http://www.irs.gov/index.html

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

UCLA Alien Manuel for Taxes

SUNY Binghamton, International Student and Scholar Taxes