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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 OIA.

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

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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

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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

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Other University Websites for Resources on Filing Taxes