Tax Workshops for 2013
Please view the workshop schedule at: vita_nra_workshop_schedule.2013.final_.pdf
ISSS sponsors Volunteer Income Tax Assistance (VITA) workshops for UI international students and scholars. Workshop volunteers are certified by the Internal Revenue Service (IRS) to assist international students and scholars in preparing non-resident tax returns. Volunteers can also answer questions about how to fill out and send Iowa tax returns and the Federal Form 8843.
UI Human Resources Payroll Tax Information collects and maintains data to determine nonresident alien vs. resident alien status for tax purposes. 2012 W-2 forms are now available through the UI Employee Self-Service website.
VITA workshops are open during March and April of every year to current nonimmigrant international students and scholars and those who were present at the University of Iowa during the 2012 tax year. If you no longer reside in the U.S. but were present for any length of time in 2012, you are required to fill out tax forms. To access the software, you will need to keep your HawkID active.
For questions about tax treaties, payroll and withholding of taxes, and W-2s, contact Payroll at firstname.lastname@example.org.
For questions about VITA workshops only, please send an email to email@example.com.
VITA Workshop Checklist
Please bring the following items and information to the workshop:
- Passport, visa, and I-94 card
- Form DS-2019, if J status individual
- Form I-20, if F status individual
- Social Security Number or Individual Taxpayer Identification Number (if you have applied for such number, have your receipt or copy of application; if you have not applied, you will do so as a part of this process)
- Address Information (Current U.S. Address if you are still living in the U.S. and Permanent Foreign Address)
- U.S. Entry and Exit Dates and Information about All Prior Visits (Entry/Exit Dates and Immigration Status)
- Academic Institution or Host Sponsor Information
- Forms W-2, 1042-S and/or 1099 (if you received any): These forms are not available until the end of January every year.
- Scholarship or fellowship grant letters (if you received one from your academic institution or host sponsor)
- A copy of your 2011 federal income tax form (Form 1040NR or 1040NR-EZ) if you filed a federal income tax return last year
A Warning About Other Tax Services
If you are classified as a non-resident, you may NOT file a resident return. Residency, for tax purposes, is determined by the “Substantial Presence Test.”
Only those who are determined to have "resident" filing status may complete a resident return. Most students and scholars will be classified as non-residents for tax purposes. Some free tax assistance sites have erroneously filed resident returns for non-residents, who were promised larger refunds by this method. This could result in a charge of tax fraud against you, which may jeopardize your legal status. The fact that your preparer erred will not excuse you from liability. UI Payroll Tax Information is the resource for determining your residency. ISSS urges you to protect yourself in this matter or you may have to file an amended return and pay back any fraudulent refund monies.