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Tax Resources and Support

Most foreign nationals who were physically present in the US during 2019 are required to file tax forms during the 2020 tax season. Those who earned US income typically have additional reporting obligations. Based on your individual tax residency status and US earnings, Federal and relevant state tax requirements will vary. The GLACIER system can help you identify which tax category you may fall under. Please consult the sections below for appropriate guidance and resources.

Please see our poster on Navigating US Tax Requirements!

 

Nonresident Aliens for Tax Purposes

As a Nonresident Alien, you may utilize GLACIER Tax Prep (GTP), a free software program that can help international students & scholars to prepare US Federal tax forms. GTP is accessible through your GLACIER record, using your existing UserID and Password. Please note that electronic filing is not possible through GTP; all forms should be printed, signed in ink, and mailed directly to the IRS.

In order to capture various needs and levels of support, ISO has segmented various resources to provide basic guidance based on several common situations for Nonresident Alien tax filings.

  • No or Minimal Income

    If you received no income in 2019, or minimal income less than $5 total, you do not need to file US income tax forms. However, even without US earnings, you must still complete, sign, and mail Form 8843 (Statement for Exempt Individuals and Individuals with a Medical Condition), to comply with Nonresident Alien tax reporting obligations. This form can be generated through GLACIER Tax Prep or can be completed on your own. If you choose to prepare this form on your own, ISO has prepared a short video for your reference.

    Please stay tuned while ISO works to update this video resource!

     

  • Simple Tax Returns (for NY Income only)

    US earnings greater than $5 must be reported to the IRS using Form 1040NR or 1040NR-EZ, which can be prepared through GLACIER Tax Prep (GTP). Additionally, for New York State earnings, specific forms such as IT-203 are required to report that income to the NYS Department of Taxation. While GTP cannot be used to prepare state tax forms, you have the option to use another software tool through GTP (for a fee) or you may complete the forms on your own through the NYS website.

    Since so many UR international students and scholars receive basic income (wages, scholarship, etc.) only in New York State, this is a fairly common scenario. Therefore, ISO will provide a video that explains how to use GTP for your Federal income tax return preparation. Additionally, the video will demonstrate how to transfer that information to the appropriate NYS income tax forms through their website. These tools are under development and will be available shortly.

    To access the video, please consult our TIPS On Demand online training modules via Blackboard. Students may log in using your University NetID and password, access the International Services Office under "My Organizations", and navigate to Module G for the GLACIER Tax Compliance System. Scholars or student pursuing post-completion employment authorization must contact the ISO to request a secure hyperlink to the video, which cannot be published online. 

  • Routine Tax Returns & Eligibility for GTP Assistant services

    Alert! Effective March 16th, ISO must cancel GTP Assistant appointments for this year.  As services and advising shift to a virtual environment, ISO does not have the resources to sustain these appointments via teleconferencing tools.  We regret the inconvenience and will post updates as more information becomes available.

    Some students and scholars have routine tax situations that can be accomplished through GTP but may benefit from some assistance with the software and identification of appropriate forms. During the current tax season (February to April), our GTP Assistant is able to help those individuals with navigating the software and understanding the required Nonresident Alien tax forms for Federal and State income earned last calendar year. We offer 30-minute and 60-minute appointments based on your individual tax situation. To determine your eligibility for an appointment with our GTP Assistant, please complete our GTP Assistance Eligibility Form. Anyone wishing to schedule an appointment with the GTP Assistant must first complete this form, and if eligible, will then be prompted to request their appointment through our online scheduling tool. Only one appointment per person, but that can be rescheduled as needed based on availability.

    For an appointment with our GTP Assistant, be sure to bring the following documents & information with you:

    • Your GLACIER ID and Password. It is not sufficient to have them saved on your laptop. You will be required to log into GLACIER from an ISO computer. If you have forgotten your login details, please request that they be emailed to you again before your appointment. To do so, select "Forgot login?" option from the GLACIER website.
    • Your NetID and password in order to log into the HRMS system.
    • Your 2019 income forms:
      • A wage report from each employer you worked for during 2019: W-2 and/or 1099.
      • Form 1042-S, if you had a scholarship or fellowship. Most University 1042-S forms can be printed out from GLACIER; or you can ask the UR Payroll department or your employer's payroll department for this required information.
      • A letter about the amount of your stipend, if you received one from the school.
      • Form 1098-T, if you paid any tuition with out-of-pocket personal or family funds.
      • Form 1098-E, if you paid any interest on a US student loan (rare prior to graduation).
      • Earnings statement from you stock broker, if you bought or sold US stock during 2019: 1099-B, 1099-DIV and/or 1099-INT (these would typically be sent all together).
      • A year-end statement from your US bank, as well as account and routing numbers, if you would like to request a direct deposit in the event you are eligible for a refund.
      • Documentation or withdrawal amounts, if you took out and kept any money from a digital currency or cryptocurrency account.
      • Any other forms related to any income earned in the US.
    • Summary of any estimated tax payments you paid to Federal or state government(s), in anticipation of taxes due for the 2019 calendar year.
    • Your 2018 Federal and State tax forms, if you had filed US income taxes in 2019.
    • Your passport & a list of all dates that you entered or departed the US during the last 10 years.
    • For a spouse or child that you are claiming on your tax return, their passport(s) and all dates that they entered or departed the US during the last 10 years.
  • Complicated Tax Returns

    Occasionally, international students and scholars have more complicated situations that fall outside the scope of traditional support that ISO can provide (no UR staff are qualified Nonresident Alien tax professionals). While it may be possible to use the GTP software, the University will not be able to provide individual guidance or assistance in some situations. Instead, these individuals will be recommended to use a professional tax preparer or government resources; please see below

Alert! Effective March 16th, ISO must suspend GTP Assistant appointments for this year.  As services and advising shift to a virtual environment, ISO does not have the resources to sustain these appointments via teleconferencing tools.  We regret the inconvenience and will post updates as more information becomes available.

Nonresident Alien Tax Webinars

To assist UR's international student & scholar populations, ISO will be hosting a series of tax webinars to review nonresident alien tax preparation and filing requirements. These events will held online and accessible remotely via a Zoom webinar meeting. Our presenter, Alejandro Young, is a qualified and experienced tax professional with considerable experience working with international populations.  The 2020 workshop schedule is:

  • Tuesday, February 4th | 12:00 pm - 1:30 pm
  • Wednesday, March 4th | 6:00 pm - 7:30 pm
  • Friday, April 3rd | 2:00 pm - 3:30 pm

If you are interested, you may submit a question in advance for inclusion during the Q&A portion of an upcoming webinar. To do so, please use this submission form online.

 

Resident Aliens for Tax Purposes

If you are Resident Alien for tax purposes, GLACIER Tax Prep will NOT be relevant for your needs. Instead, you may use a wide variety of other online tools or software programs to prepare your tax forms. These programs will often offer preparation of both Federal and State forms. Additionally, you are eligible to file your tax forms electronically. Since Resident Aliens cannot use GTP, our GTP Assistant will be unable to assist with your individual needs. For additional support, we recommend that you utilize a professional tax preparer or government resources (see below).

Note: If this is your FIRST YEAR as a Resident Alien (meaning your tax category flipped during 2019 from Nonresident Alien to Resident Alien) or if you received Form 1042-S stating that tax was withheld, most online tools may not be fully compliant with your filing needs. In this case, our GTP Assistance Eligibility Form may be used to request an appointment through ISO.

 

Professional Tax Preparers (Fees Apply)

Each year, some students decide to hire a professional tax preparer to file their taxes. This is especially helpful for students who are unable to use GLACIER Tax Prep or who have more complicated tax needs to address before filing their forms. Such services are available for a fee, but several providers are able to offer a discount to University of Rochester students.

H&R Block
Discounts are available for students with a University of Rochester ID card. Ask for a non-resident tax specialist. Other locations may be available, but without a discount.

  • 921 Genesee Street, Rochester, NY 14611 | 585-436-0763
  • 1000 Hylan Drive, Rochester, NY 14623 | 585-424-2320
  • 1900 South Clinton Avenue, Rochester, NY 14618 | 585-242-7820

Welker Mojsej & DelVecchio
Certified Public Accountants, LLC
Discounts are available for returning clients.

  • 1200 Jefferson Road, Suite 300, Rochester, NY 14623 | 585-292-1041

 

Local Government Offices

Federal/IRS: Local Taxpayer Assistance Centers (TACs) are located in Rochester to provide an IRS office for individuals to visit for specific tax related services. All Taxpayer Assistance Centers now operate by appointment only and must be scheduled using the phone number provided below.

  • Local Office: 255 East Avenue, Rochester, NY 14604
  • Make Appointment: 844-545-5640 | Office Information: 585-269-7307 
  • Hours: Monday through Friday, 8:30 am to 4:30 pm 
  • Customer Service to Make Appointment: Monday through Friday, 7:00 am to 7:00 pm 
  • For information about specific Services Provided at the Rochester TAC 
  • Have your SSN/ITIN available when contacting the IRS
  • TACs are often located in Federal Office Buildings and may not allow visitors to bring in cell phones with camera capabilities. 

New York State: Visit the New York State Department of Taxation webpage for more information or contact the department:

  • Local Office: 340 East Main Street, Rochester, NY  14604
  • For forms and publications, call: 800-462-8100
  • For tax guidance, call: 800-225-5829

Other states: Contact each state’s Department of Taxation and Revenue or do an internet search with the state name and “income tax forms.” Learn more about state taxes.