Federal Income Tax Return for Nonresident Aliens - How to File

Requirements

Generally, nonresident aliens who receive any type of payments, e.g., salary, stipend, honorarium, scholarship, etc. are required to file a Federal Tax Return. Most states, including Vermont, California, Massachusetts, and the District of Columbia, also require you to file a tax return. See more information on State tax returns.

In addition to the Federal Tax Return (Form 1040NR or Form 1040NR-EZ), every nonresident alien on a F, J, M, or Q visa needs to file Form 8843. If you do not have to file a federal tax return, but are a nonresident alien on a F, J, M, or Q visa, you and your dependents on a F, J, M, or Q visa each need to send Form 8843 to the IRS. You do not need a social security or individual taxpayer identification number to do so. The federal tax return preparation software the college provides to you, FNTR, prepares Form 8843 for you or you can wait for the Tax Office's email in late spring which will give you access to Form 8843 for yourself only. The access is through the FNIS system.

Non-resident Alien Tax Software

Sprintax is a web-based tax return preparation system designed for nonresident alien students, scholars, trainees, researchers, and other educational visa holders to aid in preparing their U.S. federal income tax return (Form 1040NR-EZ or Form 1040NR with the instructions for NR-EZ or NR) and/or Form 8843.

Middlebury College and the Middlebury Institute of International Studies at Monterey (MIIS) provide this software to all students, scholars, and visitors free of charge for the federal income tax return. This software also assists in the preparation of state tax returns, but this cost is the responsibility of the student/scholar/foreign visitor.

Sprintax is an easy-to-use system that will guide you through each part of the tax return process. Webinars are being scheduled for assistance in accessing and using the software. Sprintax also offers an online chat system for help. Call Sprintax for free on 1-866-601-5695 or email the company at hello@sprintax.com.

IMPORTANT: Do NOT use TurboTax or most other preparation software for your federal tax return. These software do NOT support Form 1040NR which you have to use as a nonresident alien for tax purposes.

NOTE: If you are a resident alien for tax purposes, you cannot use Sprintax. You will need to fill out Form 1040 or 1040-EZ the same as a U.S. Citizen. If you received a Form 1042S from the college but you are a resident alien, the website will explain what to do.

DOCUMENTS you need to prepare your federal income tax return:

  • Passport
  • I-20 or DS-2019 or other visa status form if applicable
  • Social Security Number (SSN) or Individual Taxpayer Identification number (ITIN) if applicable for yourself and your child if the child is a U.S. citizen or resident alien for tax purposes
  • Form W-2 (employment income) if any
  • Form 1042-S (treaty employment income or scholarship income) if any
  • Form 1099G (state tax refund from previous year) if any
  • Form 1099MISC if any
  • Note that even if you received a Form 1099INT or 1099DIV, or 1042S with interest income, interest income does not need to be reported by non-resident aliens. If you use FNTR do not report interest or dividend income at all.
  • Checking account information, i.e., account and routing number for direct deposit of tax refund if any.

What to do to COMPLETE your federal income tax return:

  1. Sign and date the return (from Sprintax)
  2. Sign Form 8843 if on a F, J, M, or Q visa (from FNTR)
  3. Sign Statement regarding scholarship if any (from Sprintax)
  4. Sign Form W-7 if you don't have SSN or ITIN yet
  5. Attach Copy B of each Form W-2 if any
  6. Attach Copy C of each Form 1042-S if any
  7. If you owe money, make a check or money order payable to "United States Treasury", include your SSN or ITIN on your check (view more information on how to pay taxes to the IRS)
  8. Make a copy of the entire package and keep it for five years
  9. Mail the return and Form 8843 to "Department of the Treasury, Internal Revenue Service, Austin, TX 73301-0215, USA" on or before April 17, 2018. If you only need to send Form 8843, the information needs to be sent on or before June 15, 2018 to the same address.
  10. If you are due a tax refund and you are a Nonresident Alien, it will take up to 6 months to receive the refund. If you do not receive your refund within 6 months, check the IRS's website.
  11. If you are a green card holder, Resident Alien or U.S. citizen, you should receive your refund within six weeks.