Tax Preparation for International Students and Scholars: An Introduction
A Brief Introduction to Tax Preparation and Filing in the United States
The Internal Revenue Service (IRS) is the U.S. government agency which collects taxes. It is the responsibility of each student/scholar to understand and meet their tax obligations in the United States. Understanding, preparing, and filing taxes can be challenging, even for most Americans and U.S. residents. Many in the U.S. rely on the work of tax specialists and tax-preparation software, to help prepare their tax forms.
To address these challenges International Place provides access to specialized online software to help prepare tax documents for international students and scholars.
The tax preparation information on this website is meant to provide a simple introduction to tax preparation for international students and scholars at The Claremont Colleges, as well as to provide free resources for our students and scholars. The staff of International Place are not tax specialists; and are not able to provide qualified advice on these matters. If the information offered below (including that which is available through Sprintax) does not meet your needs, we strongly encourage you to contact a qualified tax professional who specializes in taxes for “non-residents for tax purposes”.
An Introduction to Sprintax: Non-Resident Tax Preparation
Each year International Place provides software to help our international students navigate the challenges and intricacies of tax preparation. Sprintax Non-Resident Tax Preparation is software designed specifically for international students, scholars, teachers and researchers in the U.S. on F, J, M and Q visas, to make tax preparation easy and to ensure they are fully compliant with the IRS tax rules.
We encourage all international students and scholars at The Claremont Colleges to take advantage of Sprintax to prepare their taxes. Please note that each person is unique and Sprintax may not be suitable for a small number of our international students who have been in the United States for longer than 5 years. All international students and scholars should log-on to Sprintax to determine eligibility.
We hold at least one workshop each Spring to help international students navigate the use of Sprintax to prepare their taxes. Please see our Upcoming Events to find out more.
Claremont Colleges international students and scholars can Request a Sprintax Access Code starting in February.
How To Use Sprintax
Using Sprintax is easy! For a general overview of how to use Sprintax, please click here. The first step will be to request a Sprintax Access Code from International Place (starting in February). Next, you will be required to create an account (if you are a new user), or log into your existing Sprintax account. If you are having trouble accessing an existing Sprintax account, or creating a new Sprintax account, please contact Sprintax directly for assistance.
Once you have logged-on to Sprintax the software will ask you a number of questions to customize your experience, and to help accurately populate the documents that may be produced for you. It will also determine if you are eligible to use Sprintax to prepare your taxes, or if you need to use a different type of software (for those considered “residents-for-tax-purposes”).
International Place provides complimentary access to Sprintax Non-Resident Federal Tax Preparation and Form 8843, only.
A note on State Taxes:Sprintax will help determine whether or not you are responsible for preparing and filing state taxes. If you are directed to prepare state taxes, you may choose to pay Sprintax to prepare your state taxes, on your behalf. Please note that International Place only provides access to Sprintax Non-Resident Federal Tax and Form 8843 Preparation.
A note on the “Credit Card” payment to Sprintax: For students simply preparing their Federal Taxes and/or the Form 8843, there will be a field to enter the Sprintax Access Code, which you will receive from International Place. No additional fee will be charged.
How Sprintax Works: Introductory Video
The video below provides a quick overview of how Sprintax works. It lasts only a few minutes and demonstrates how easy it is to use Sprintax.
What Sprintax Can Do For You
All Claremont Colleges international students and scholars may access Sprintax for the following:
Determine your “residency for tax purposes”
Non-resident federal tax preparation
Built-in knowledge of over 350 different types of tax deductions
65 international tax treaty agreements and exemptions covered
Maximum legal tax refund for federal, state & medicare (*Please see note regarding state taxes below).
US tax compliance guaranteed
State Tax Preparation: Sprintax can also conduct non-resident state tax preparation, for an additional fee paid by the student. The majority of Claremont Colleges international student are not obliged to file state taxes. Please use Sprintax to determine your State Tax Filing obligation.
ITIN Application Information: For students who are not eligible for a Social Security Number Sprintax can help prepare the ITIN application, for an additional fee paid by the student.
Where to Find Additional Help
Sprintax provides extensive, easy to access support*:
*Please note that it is far easier to contact Sprintax in the early part of tax season, when fewer people may be doing the same. The closer to Tax Day, the more congested their Live Chat and telephone lines. We recommend preparing your taxes as soon as you are able.
What Information Might You Need To Prepare Your Tax Return
Passport
US Entry and Exit Dates for current and all past visits to the US
All tax forms (if you received any), including Forms W-2, 1042-S and/or 1099
Visa/Immigration Status information, including Form DS-2019 (for J visa holders) or Form I-20 (for F visa holders)
Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
If you do not have an ITIN, Sprintax can help you get one!
If you are using Sprintax for State Tax Returns(s) preparation only, you will need a copy of your already prepared Federal Tax Return (for the current and previous years, if you filed any)
Please note that you do not need Form 1098-T in Sprintax.
Residents for Tax Purposes
If Sprintax determines that you are to be classified as a “resident-for-tax-purposes”, and therefore ineligible to use Sprintax, you may consider the following options:
Use the same tax preparation software that U.S. citizens or permanent residents use (Click here for a comparison of major vendors.)
Visit a local tax preparation office. (Click here for descriptions of these type of services).
Please note: Only use the options in this section if Sprintax determines that you are a “resident-for-tax-purposes”. Using the options listed in this section may not take your international student/scholar status into account, and may incorrectly calculate your tax liability.
Helpful Links
Sprintax Access Code Request Form (not yet open for FY 2018 – please check back soon!)
