Center for International Studies and Programs

International Student Services

/cisp/

Explore Your World

Resources

Contact Us

Main Campus
Snyder Memorial 1000

Phone: 419.530.5268
Fax:  419.530.5266

CISP@utoledo.edu

Tax Information

Tax Filing Basics

  • The Internal Revenue Service (IRS) is the U.S. government agency that collects taxes. As a nonresident F-1 or J-1 student, you may need to file forms each year with the IRS, even if you earned no income. It is your individual responsibility to understand and meet your tax obligations. Generally, tax returns are due every April 15th based on earnings from the previous year, though there are exceptions to this deadline.This year the deadline is April 15, 2013.

  • While employers do deduct money from your paycheck throughout the year and send it to the IRS, it may not equal the exact amount owed at the end of the year. If too much was deducted, you may be eligible for a refund. Or, perhaps not enough was deducted, and you will owe more.

  • The employees in the Office of International Student & Scholar Services are not tax professionals, so this cannot be considered legal tax advice. See below for a list of tax resources.

Who Needs to File Taxes?

  • Everyone who was physically present in the United States on a F-1, F-2, J-1, J-2, H-1B, TN, or O immigration status for any time between January 1, 2011 and December 31, 2011 (even if it was for one day) must file a 2011 Federal Income Tax Return. This includes dependents (F-2s, J-2s) regardless of their age.  2012 Federal Income Tax Returns are to be completed and mailed (postmarked) by April 15, 2013.

What is Your Tax Status?

  • In legal terms, noncitizens of the U.S. are called "aliens." There are three types of aliens for tax purposes: (1) nonresident; (2) dual-status; and (3) resident. These categories are for tax purposes only and are not related to your immigration status. You may be in F-1 or J-1 nonimmigrant status and considered a resident for tax purposes.

  • Non-Resident Alien with U.S. Income (Use Windstar)
    • You may be a Non-Resident Alien for Tax Purposes if you meet one of the following criteria:
      • Have been in the US as an F-1, or J-1 Student for less than 5 calendar years (you arrived anytime in the year 2006, or later),
      • Have been in the US as a J-1 non-student (Research Scholar/Professor) for less than 2 calendar years (you arrived anytime in the year 2009, or later),
      • Have been in H-1B status for less than 183 days during 2011,
      • You did not obtain Permanent Residency status (Green Card) at anytime in 2011,
      • You did not obtain US Citizenship at anytime in 2011.
    • Remember, you must complete an Ohio State Income Tax Return. See section below.
    • If you meet any of the above criteria and you earned money from a US source in 2011 you have the following option available to you:

Windstar, a web-based tax preparation system, is available through the Office of International Student & Scholar Services. Stop into the office to pick up your Windstar password. Windstar is FREE to all F-1 and J-1 students and scholars. In order to use Windstar, you will need:

 

Windstar password

Passport & Visa

I-20 or DS-2019 (if F-1/J-1)

I-94 Card

Form W-2

Forms 1042-S, Form 1099, Form 1098-T (if applicable) 

Address information

Academic institution information

Scholarship/fellowship grant letter (if any)

Copy of last year's federal income tax return, if filed

  • Non-Resident Alien with NO US Income (Do not use Windstar)
    • You may be a Non-Resident Alien for Tax Purposes if you meet one of the following criteria:
      • Have been in the US as an F-1/F-2, or J-1/J-2 Student for less than 5 calendar years (you arrived anytime in the year 2006, or later),
      • Have been in the US as a J-1 non-student (Research Scholar/Professor) for less than 2 calendar years (you arrived anytime in the year 2009, or later),
      • Have been in H-1B status for less than 183 days during 2011,
      • You did not obtain Permanent Residency status (Green Card) at anytime in 2011,
      • You did not obtain US Citizenship at anytime in 2011.
    • If you meet any of the above criteria and you earned no income in 2011 you need to file Form 8843.
    • Send completed form to: Treasury, Internal Revenue Service Center, Austin, TX 73301-0215

 

  • Ohio State Filing Requirements
    • If you worked during 2011 you are required to file a State Income Tax Return for each state that you worked in. You can file this after you have completed your Federal Income Tax Return.
    • In order to file your State Tax Return you will need all W-2's, 1042-S's, and 1099's, if received.
    • For individual tax assistance with Ohio tax returns contact:
      • Toledo Taxpayer Service Center, One Government Center, Suite 400, Toledo, OH 43604-2232
      • Individuals can call 1-800-282-1780
      • For Hearing Impaired 1-800-750-0750
      • http://tax.ohio.gov

 

  • Other Assistance

    Internal Revenue Service (IRS) Telephone Assistance for Individuals:
    Toll-Free, 1-800-829-1040
     
    Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time

    (Alaska & Hawaii follow Pacific Time)

     

    Telephone Assistance for people with hearing impairments:
    Toll-Free 1-800-829-4059 (TDD)
    Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time

    (Alaska & Hawaii follow Pacific Time)

     

    IRS Tax Assistance- Toledo
    Four Seagate
    433 N. Summit
    Toledo, OH 43604
    (419) 213-5165

    Monday-Friday 8:30 a.m.-4:30 p.m.

United Way of Greater Toledo
424 Jackson Street
Toledo, OH 43604
(419) 248-2424
1-800-650-HELP

Monday-Friday 8:30 a.m. - 5:00 p.m.
 

Last Updated: 6/26/15