TAX REPORTING DOCUMENTS

12.  WHAT FORMS AND DOCUMENTS DO I NEED BEFORE I CAN BEGIN USING GLACIER Tax Prep?

You should gather the following documents before you enter GLACIER Tax Prep.   Depending on your type of income in 2012, you may or may not receive the following forms:

·   W-2 Wage and Tax Statement - If you earned income in 2012, you will need
    your W-2 Form from Princeton University or from the employer under whom you
    earned income in 2012.

· Form 1042-S - A nonresident alien student or scholar who was employed and was
   exempt under a tax treaty in 2012 will receive a Form 1042-S.   Any nonresident alien student
   or scholar who received a taxable fellowship/award/stipend in 2012 will also receive a
  1042-S.  And, any nonresident alien who received a non-employee service payment
   will receive a 1042-S.

· Form 1099 – Very few international students and scholars will receive the 1099 form.   To request a duplicate   or have questions   about IRS 1099 form, contact the Financial Service Center at   finance@princeton.edu or 609-258-3080, or visit the Financial Service Center at 7 New South during regular University business hours, 8:45 am to 5:00 pm, Monday through Friday .  

· Passport and Visa documents, such as I-20 Form (F visa) or DS-2019 Form (J visa).

13.  WHAT IS A W-2 FORM?   I LOST OR NEVER GOT MY W-2.   CAN I GET ANOTHER ONE?  

  A W-2 form is used to report U.S. federal or state wages and taxes. You will receive a W-2 form only if you received compensation during 2012. W-2 forms from Princeton University are available online for active faculty, staff and students to view and print. To obtain your W-2 form:

1)       Log on to PeopleSoft through SCORE (if you are a student) or HR Self Service (if you are
           faculty or staff)

2)       Select the link for Self Service.

3)       Select the link for the Payroll and Compensation page.

4)       Select the link to view the W2/W2c/1042S Form.

5)       Select the link to view your Year End Form

6)       Your 2012 W-2 Form will appear in a PDF version that you may view and print

7)       If you are not able to obtain your W-2 form through PeopleSoft, contact the Financial Service Center at finance@princeton.edu or 609-258-3080, or visit the Financial Service Center at 7 New South during regular University business hours, 8:45 am to 5:00 pm, Monday through Friday .

 
    14.  I BELIEVE MY W-2 FORM IS INCORRECT, WHO DO I CONTACT?  

      You may e-mail your inquiry to payroll@princeton.edu
 

15.  I RECEIVED A FORM 1099 FROM PRINCETON UNIVERSITY AND I DON'T UNDERSTAND IT. WHO CAN I ASK ABOUT IT?            

Very few international students and scholars will receive the 1099 form. For 1099 questions, please send your inquiry to Charles Schneider in Accounts Payable at schneide@princeton.edu, or call (609) 258-8432.

16.  WHAT IS THE FORM 1042-S?   WHAT SHOULD I DO IF I DIDN'T RECEIVE FORM 1042-S FROM PRINCETON UNIVERSITY?

Form 1042-S is a foreign person’s U.S. income that is subject to tax withholding. You should receive it if you are a nonresident student or scholar who has reportable U.S. income under a tax treaty. The Princeton University Payroll and Accounts Payable Office will distribute Form 1042-S by March 15, 2013.  If you expect to receive a Form 1042-S and have not received it by March 15, 2013, please contact NTCR@princeton.edu  Not all students and scholars will receive a Form 1042-S. Only students and scholars  who have reportable U.S. income will receive a Form 1042-S.

           GETTING HELP FOR NONRESIDENT ALIEN TAX ISSUES

17.  WILL THERE BE TAX FILING WORKSHOPS WHERE CAN I GET HELP ON HOW TO USE GLACIER Tax Prep ?
 
Yes, Princeton University is pleased to offer two workshops presented by Donna Kepley, President of GLACIER Tax Prep.  The workshops will offer information about how to file your taxes using GLACIER Tax Prep.  More information about Donna Kepley is below. 

TWO GLACIER Tax PREP WORKSHOPS WILL BOTH BE HELD ON MARCH 7:     

Thursday, March 7, 2013
12:00-2:00 pm    Frist Campus Center Multi-Purpose Room B04B (Lower Level)

Thursday, March 7, 2013
3:00-5:00 pm     Frist Campus Center Multi-Purpose Room B04B (Lower Level)

About Donna E. Kepley                                                                                                              

Ms. Kepley is the President of Arctic International LLC, an international tax-consulting firm.  Prior to forming Arctic, she was the Director of the International Tax & Legal Centre in KPMG's International Headquarters in Amsterdam, The Netherlands. Before accepting her international assignment, Ms. Kepley was the National Director of Nonresident Alien Tax Compliance in KPMG's Exempt Organizations Tax Practice ("EXOTAX").

After years of working with clients from across the country, Ms. Kepley designed a comprehensive web-based nonresident alien tax compliance system, comprised of GLACIER , an online tax determination and management system, and GLACIER Tax Prep , an online tax return preparation system.

Ms. Kepley is the author of several books on the topic of nonresident alien tax issues: Nonresident Alien Tax Compliance: A Guide for Institutions Making Payments to Foreign Students, Scholars, Employees, and Other International Visitors Volume One , Nonresident Alien Tax Compliance: A Practical Approach To Income Tax Treaties Volume Two , and Immigration and Tax: At the Crossroads - A Guide for Tax and Payroll Professionals , as well as the author of the nonresident alien tax chapter in Federal Tax Issues for Colleges and Universities.  (from  www.arcticintl.com/aboutpeople.asp)                                     

18.  I AM USING GLACIER Tax Prep RIGHT NOW AND HAVE A QUESTION ABOUT HOW TO USE THE SOFTWARE. WHERE CAN I GET HELP?            

On each GLACIER Tax Prep screen, you can access ONLINE HELP to get further information. Or, you can contact GLACIER Tax Prep directly by sending an email to support@glaciertax.com. GLACIER Tax Prep will respond to your email within 24 hours. Do NOT include your social security number or ITIN in your email to the GLACIER Tax Prep support center.

19.  ONCE I FILL IN THE INFORMATION IN GLACIER Tax Prep ONLINE, AM I DONE?

NO. You must print the tax return forms from GLACIER Tax Prep and then mail them to the IRS at the address provided to you by GLACIER Tax Prep.   Be sure to keep copies of all of your forms before you mail them!

20. WHERE CAN I FIND ADDITIONAL TAX PREPARATION RESOURCES FOR NONRESIDENT ALIENS?

1)        United States Internal Revenue Service http://www.irs.gov (click on Individuals)

2)        VITA   (Volunteer Income Tax Assistance) -Trained volunteers provide free tax
           assistance for people with low to moderate income.  

3)        Another professional tax preparation company or certified public accountant. Be
           sure to ask if they have expertise in filing Nonresident alien taxes.

4)       U.S. Tax Treaties Publication 901 

                                   
                             FILING RESIDENT TAX FORMS

    21.   WHAT DO I DO IF I AM A RESIDENT FOR TAX FILING PURPOSES?

If you qualify as a RESIDENT alien for tax purposes, you CANNOT use GLACIER Tax Prep but you can file your RESIDENT taxes on your own or with a professional tax preparer.(See FAQ #22) Resident aliens file taxes in the same manner as U.S. citizens using Form 1040 or Form 1040EZ.                                                                                                   

23.  CAN PRINCETON UNIVERSITY HELP ME PREPARE MY RESIDENT TAX FORMS?

NO.  U.S. Tax Laws are complicated. Only authorized tax preparation professionals are eligible to advise you on the specifics of your individual tax return. Staff members of the Davis International Center or other University staff are not professional tax preparers and are not authorized to advise you on how to file your tax return forms. 

                              MISCELLANEOUS TAX FAQs

24.  IF I DON’T HAVE A Social Security Number (SSN) OR Individual Tax Identification Number (ITIN) - WHERE CAN I FIND A NOTARY PUBLIC TO NOTARIZE COPIES OF MY VISA PAGE, PASSPORT BIOGRAPHICAL PAGE, I-94 CARD (WHITE CARD IN PASSPORT), AND I-20 OR DS-2019 THAT MUST ACCOMPANY MY W-7 APPLICATION FOR ITIN?  

You will only need to have your passport copies notarized if you DO NOT have a social security number (SSN) or individual taxpayer identification number (ITIN). In this case, GLACIER Tax Prep will create a W-7 Application for IRS Individual Taxpayer Identification Number along with your other tax filing forms.   You will need to print the W-7 ITIN application form along with the other appropriate tax forms that GLACIER Tax Prep prepares for you. (See Step 4: #2)

A notarized copy of your passport biographical page, visa page, I-94 card (front & back), and your I-20 or DS-2019 form must accompany the W-7 ITIN application when you mail it with your other tax forms. In addition, obtain a copy of the certification non-earning letter and certification of documents letter from the NTCR team.    

You may visit any of the Notaries listed below.  It is recommended that you call or email first to ensure they will be available to you.   You must bring the photocopies of your passport pages with you to the Notary.  Notaries are not required to make photocopies for you. 

You may use the services of a Notary Public located at:

Princeton Financial Service Center: 7th Floor, New South Building 
(609) 258-3080     or      finance@princeton.edu

25.   WHO SHOULD I LIST AS MY ACADEMIC PROGRAM DIRECTOR?

Undergraduate Students and Graduate Students 
Academic Program Director Name: Mladenka Tomasevic, Associate Director for International Students
Program Director Telephone Number: 609.258.5006
Academic Institution Address: Davis International Center, Princeton University,
                                                       Princeton, NJ 08544


Scholars
Academic Program Director Name: Albert Rivera, Associate Director for International Scholars
Program Director Telephone Number: 609-258-5006
Academic Institution Address:  Davis International Center, Princeton University,
                                                        Princeton, NJ  08544

 26.  WHERE CAN I GET THE NON-EMPLOYMENT LETTER THAT MUST ACCOMPANY THE W-7 APPLICATION FOR INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN) THAT GLACIER Tax Prep PREPARES FOR ME IF I AM APPLYING FOR AN ITIN AT THE SAME TIME I FILE MY TAX FORM?

You may obtain this letter by emailing ntcr@princeton.edu

27.  WHAT IS THE LATEST DATE THAT GLACIER Tax Prep WILL BE AVAILABLE TO USE?

GLACIER Tax Prep will be available for you to use at least until June 17, 2013.  If you file a late return (after April 15, 2013) and you are due a refund, you will not have late filing penalties. If you file a late return and you owe taxes, you will have late filing penalties based on the amount of tax that is due.

28.  CAN I FILE MY TAX FORMS AFTER THE DEADLINE?

Although the deadline to file your U.S. federal and N.J. State income tax returns is April 15, GLACIER Tax Prep will be available for you to use until at least June 17, 2013.    If you need additional time to file your return, you may file an extension by using form 4868 located on the Internal Revenue Service website (www.irs.gov).  The 4868 and 1040NR instructions will provide guidance on what to do if you owe taxes or if taxes are refunded.