Step By Step Tax Filing Guide
FILING YOUR NON-RESIDENT TAXES USING GLACIER Tax Prep
STEP ONE: GET READY TO FILE YOUR TAX RETURN FORMS USING GLACIER Tax Prep
1. Collect all applicable tax documents, including Forms W-2, 1042-S, and/or 1099. Princeton University will send relevant tax documents to you by March 15, 2016. Not all international students and scholars will receive all of these documents – this depends on the type of income, if any, you had in 2015. See the Tax Reporting Document FAQ’s for more information.
2. Collect your:
- Passport and I-94 arrival document (electronic I-94 printout available from www.cpb.gov/I94 OR white card I-94 in passport, if applicable)
- Form I-20 (for F visa holders)
- Form DS-2019 (for J visa holders)
3. Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) . If you do not have such a number and have not applied for it – you will do so as part of the GLACIER Tax Prep process. (See Step Four, #2)
4. Address Information: You will need your current U.S. Address (if you are still living in the U.S.) and your permanent foreign address.
5. U.S. Entry & Exit Dates: Collect all entry and exit dates for all prior visits to U.S. and your visa type during those prior visits.
STEP TWO: USE GLACIER Tax Prep
1. GLACIER Tax Prep is a free NONRESIDENT ALIEN tax preparation software purchased by Princeton University to assist international students and scholars with non-resident tax filing responsibilities. As you answer the questions in GLACIER Tax Prep, it prepares the appropriate federal tax filing forms for you.
2. You may access GLACIER Tax Prep in one of two ways:
1) If you are registered in Glacier, you will receive an email before March 15, 2016. This email will contain your link to GLACIER Tax Prep and your GLACIER Tax Prep log-in information. You should use this to enter GLACIER Tax Prep.
2) If you do not receive an email from Glacier with your GLACIER Tax Prep login information before March 15, then most likely you are not registered in Glacier. In that case, you should email NTCR@princeton.edu and request assistance in registering for Glacier. The subject of your email should state – GLACIER Tax Prep ACCESS. After you are registered in Glacier, you should receive your GLACIER Tax Prep log-in information.
STEP THREE: DETERMINE YOUR TAX RESIDENCY STATUS
1. As you answer the questions in GLACIER Tax Prep, it will determine if you are a resident or non-resident for tax filing purposes. If you are a NONRESIDENT ALIEN for tax filing purposes, then you may continue using GLACIER Tax Prep by answering the questions on each screen to complete your NONRESIDENT ALIEN Tax Forms. Most international students and scholars will fall into the NONRESIDENT ALIEN category.
2. If it is determined that you are a RESIDENT for tax filing purposes, you will not be allowed to use GLACIER Tax Prep since it is only appropriate for nonresident alien filing. Instead, you will need to file a U.S. RESIDENT tax return the same as American citizens. For information on how to file a U.S. RESIDENT tax return, refer to FAQs # 22-24.
STEP FOUR: PRINT YOUR TAX FORMS, SIGN, AND MAIL THEM
1. After you have answered all of the questions in GLACIER Tax Prep, the software program will prepare the appropriate federal tax forms for your situation. Print the forms, sign them, and attach your relevant tax documents, such as W-2, 1042-S, or 1099 (depending on your situation). GLACIER Tax Prep will also give you complete instructions on how and where to mail your tax forms. Read and follow the GLACIER Tax Prep instructions carefully.
2. If you DO NOT have a social security number (SSN) or individual taxpayer identification number (ITIN), then GLACIER Tax Prep will create a Form W-7 Application for an IRS Individual Taxpayer Identification Number along with your other tax filing forms. IN THIS CASE, DO NOT FILE YOUR TAX FORMS YOURSELF. See IMPORTANT NOTICE below:
IMPORTANT NOTICE: If you are filing Form W-7 (Application for ITIN) with your Tax Filing Forms, DO NOT MAIL YOUR TAX FORMS TO THE INTERNAL REVENUE SERVICE (IRS) YOURSELF. Instead, you MUST submit your tax forms and your W-7 ITIN application in person during an appointment with the NTCR office (Non-Resident Tax Compliance Reporting). Schedule an online appointment with NTCR at: NTCR WASS APPOINTMENT Print and bring all of your Tax Filing forms including the passport copies listed below to the appointment. NTCR will collect your W-7 ITIN application along with your other tax filing forms and mail them to the IRS for you.
Form W-7, Application for an ITIN, requires that you bring copies of the following to your appointment with NTCR:
- passport biographical page
- visa page (Canadians are exempt from the visa requirement)
- I-94 arrival document (electronic I-94 printout from www.cbp.gov/I94 or paper card I-94 in passport)
- I-20 or DS-2019 Form.
3. Deadline - Income tax forms must be postmarked to the Internal Revenue Service (IRS) no later than April 18, 2016.
4. Important: Make copies of everything to keep in your records before mailing the original forms!