Middlebury

 

IRS Forms

Below you will find forms which you need if you are

U.S. Citizen / Greencard holder or Resident Alien for Tax Purposes

Non-resident Alien for Tax Purposes

Institution

 

For U.S. Citizens / Greencard Holders and Resident Aliens for Tax Purposes

Forms to Give to the College / Institute:
Form W-4, Employee's Withholding Allowance Certificate (to Human Resources, Student Employment Office)

Form W-4VT, Vermont Employee's Withholding Allowance Certificate (to Human Resources or Student Employment Office) - only use if you want different withholdings for state tax versus federal income tax

Form W-9, Request for Taxpayer Identifciation Number and Certification (to Accounts Payable)
Instructions for Form W-9

Form I-9, Employment Eligibility Form (filled out with Human Resources or Student Employment Office for Human Resources or Student Employment Office)

Filing Taxes:
Form 1040, U.S. Individual Income Tax Return
Instructions for Form 1040

Form 1040-EZ, Income Tax Return for Single and Joint Filers with No Dependents
Instructions for Form 1040-EZ

Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
More Information on filing for an extension

Form 8863, Education Credits (Hope and Lifetime Learning Credits)

Form 8901, Information on Qualifying Children Who are not Dependents (For Child Tax Credit)

TD F 90-22.1, Report of Foreign Bank and Financial Accounts

Forms Received from the College / Institute:
Form W-2, Wage and Tax Statement (all payroll earnings for the year)

Form 1099MISC, Miscellaneous Income (payments over $600 made through Accounts Payable, not through payroll)

Form 1098-T, Tuition Statement (tuition billed and financial aid received)

For Nonresident Aliens for Tax Purposes

Forms to Give to the College / Institute:
Form W-4, Employee's Withholding Allowance Certificate (to Human Resources or Student Employment Office)

Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United Tax Withholding (to Tax Office)
Instructions for Form W-8BEN

Form 8233, Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual (to Tax Office)
Instructions for Form 8233

Form I-9, Employment Eligibility Form (filled out with Human Resources or Student Employment Office for Human Resources or Student Employment Office)

Form W-7, Application for IRS Individual Taxpayer Identification Number (for people without a Social Security Number who are treaty benefits eligible - NOTE: can only be filled out with Tax Office)

Forms Received from the College / Institute:
Form W-2, Wage and Tax Statement (all payroll earnings for the year not covered by treaty benefits)

Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding (payroll earnings covered under a treaty and any payments made through Accounts Payable or Financial Aid)

Filing Taxes:
Form 1040-NR, U.S. Nonresident Alien Income Tax Returns
Instructions for Form 1040-NR

Form 1040NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens with no Dependents
Instructions for Form 1040NR-EZ

Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
More Information on filing for an extension

Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition

Form 8901, Information on Qualifying Children Who are not Dependents (For Child Tax Credit)

Form 8316, Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M type visa

Form 843, Claim for Refund and Request for Abatement (used for Social Security and Medicare Tax Refund)
Instructions for Form 843

Form TL 11 a, Tuition, Education, and Textbook Amounts Certificate - University outside Canada

For the Institution

Form 990, Return of Organization Exempt from Income Tax
Instructions for Form 990

Form 990-T, Exempt Organization Busines Income Tax Return
Instructions for Form 990-T

Form 941, Employer's Quarterly Federal Tax Return
Instructions for Form 941

Form 5500, Annual Return/Report Of Employee Benefit Plan
Instructions for Form 5500

Form 8282, Donee Information Return

Form 8283, Noncash Charitable Contributions
Instructions for Form 8283

NOTE: This information and more can be found on the IRS Website.