{"id":11782,"date":"2024-09-05T12:52:07","date_gmt":"2024-09-05T16:52:07","guid":{"rendered":"https:\/\/www.rochester.edu\/iso\/?page_id=11782"},"modified":"2026-04-23T11:40:37","modified_gmt":"2026-04-23T15:40:37","slug":"sprintax","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/iso\/taxes\/sprintax\/","title":{"rendered":"Sprintax"},"content":{"rendered":"

The ISO has teamed up with Sprintax to provide you with an easy-to-use tax preparation software designed for nonresident students and scholars in the U.S.<\/h3>\n

Please be sure to access the University of Rochester\u2019s Sprintax portal through our direct link<\/a> to ensure Sprintax covers your federal filing fee.<\/h3>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

The ISO has teamed up with Sprintax to provide you with an easy-to-use tax preparation software designed for nonresident students and scholars in the U.S. Please be sure to access…<\/p>\n","protected":false},"author":72,"featured_media":0,"parent":7026,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-11782","page","type-page","status-publish","hentry"],"acf":{"lead_in":"","display_title":"","subtitle":"","call_to_action":"","hero_image_placement":"no_image","hero_media":"images","hero_pattern_option":"","hero_video":"","hero_image_landing":"","hero_image_landing_two":"","hero_image_landing_three":"","content_modules":[{"acf_fc_layout":"text","anchor":"disclaimer","css_class":"","title":"

DISCLAIMER: The International Services Office (ISO) and the school are NOT permitted to assist any student\/scholar with any IRS tax form preparation or tax related questions. The information provided is intended for \u00a0your benefit. Any questions or concerns should be directed to Sprintax,<\/em><\/strong> a certified tax preparer or a local IRS field office.<\/em><\/strong><\/p>","content":"","background_color":"#ffc70a","width":"width-medium"},{"acf_fc_layout":"accordion_new","anchor_id":"guide","classes":"","title":"

Step by Step Guide on How to File Your Nonresident Tax Forms (F and J)<\/strong><\/h3>","description":"","background":"plain","background_color":"#ffffff","style":"row_blank","expand":"no","accordions":[{"acf_fc_layout":"accordion","accordion_title":"1.\tGather the documents you may need for Sprintax.","icon":"","row_content":"\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Document<\/strong><\/td>\r\nDescription<\/strong><\/td>\r\n<\/tr>\r\n
\u00a0\u00a0Passport<\/td>\r\n<\/td>\r\n<\/tr>\r\n
\u00a0\u00a0Visa\/Immigration information, including\r\n\r\nform I-20 (F status) or form DS-2019 (J status)<\/td>\r\n<\/td>\r\n<\/tr>\r\n
\u00a0\u00a0Social Security or Individual Taxpayer Identification Number (if you have one)<\/td>\r\nThis is not needed if you had no income and the 8843 \u00a0\u00a0is the only form you have to file.<\/td>\r\n<\/tr>\r\n
\u00a0<\/strong>\r\n\r\nW-2<\/td>\r\nThis form reports your wage earnings if you worked.\r\n\r\nIf you had more than one employer you should get a W-2 from each employer. It is issued by the \u00a0end of January for the previous year. Make sure all employers from last year have an up-to-date \u00a0address for you.<\/td>\r\n<\/tr>\r\n
\u00a0<\/strong>\r\n\r\n\u00a0<\/strong>\r\n\r\n\u00a0<\/strong>\r\n\r\n1042-S<\/td>\r\nThis form is used to report:\r\n\r\n \r\n\r\n1. Stipend, scholarship, fellowship income and travel grants (not tuition reduction or exemption)\r\n\r\n2.\u00a0 Income covered by a tax treaty\r\n\r\n3.\u00a0 Payment for other types of services (eg by the \u00a0semester as a note-taker)\r\n\r\nIf you received this type of income, the 1042-S will be e mailed to you by 15 March by the payer.\r\n\r\nNote: Only Nonresident Aliens receive this form. If your tax status changes to a Resident Alien you will not get a 1042-S. Login to Sprintax to check your tax status if you\u2019re not sure.<\/em><\/strong><\/td>\r\n<\/tr>\r\n
\u00a0\u00a0US entry and exit dates for current and past visits to the US<\/td>\r\nIn addition to passport stamps, you can review or print your US travel history here<\/td>\r\n<\/tr>\r\n
\u00a0<\/strong>\r\n\r\n1099<\/td>\r\nThis form reports miscellaneous income. Can be interest on bank accounts, stocks, bonds, dividends, earning through freelance employment<\/td>\r\n<\/tr>\r\n
\u00a0<\/strong>\r\n\r\n1098-T<\/td>\r\nThis form is NOT needed and can NOT be used for a nonresident tax return because NRAs are not eligible \u00a0to claim education expense tax credits.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>","accordion_anchor":"step1"},{"acf_fc_layout":"accordion","accordion_title":"2.\tCreate a Sprintax Account.","icon":"","row_content":"Access Sprintax via the University of Rochester\u2019s direct link<\/a> to ensure Sprintax covers the costs of the federal tax return and 8843. Open your Sprintax account by creating a User ID and password, or if you have an existing account on Sprintax you can login using your existing credentials.","accordion_anchor":"step2"},{"acf_fc_layout":"accordion","accordion_title":"3.\tFollow the Sprintax instructions.","icon":"","row_content":"If you did not earn any U.S. income: Sprintax will generate a completed Form 8843 for you and each of your dependents (if you have any).\r\n\r\nIf you did earn U.S. income: Sprintax will generate your \u201ctax return documents\u201d, including Form 1040NR, depending on your circumstances.","accordion_anchor":"step3"},{"acf_fc_layout":"accordion","accordion_title":"4.\tIf required, complete your state tax return.","icon":"","row_content":"After you finish your federal return, Sprintax will inform you if you need to complete a state tax return. If so, you have the option to use Sprintax for an additional fee. However, it is your choice to use them or to do the state tax return on your own.\r\n\r\n ","accordion_anchor":"step4"},{"acf_fc_layout":"accordion","accordion_title":"5.\tRead the instructions for filing\/mailing your returns.","icon":"","row_content":"Remember to read the instructions that Sprintax provides.\r\n\r\nYou will be required to download, print and sign your federal tax return and mail it to the IRS. <\/strong>Depending on your circumstances, you may be able to E-file your federal tax return. However, this will depend on certain eligibility criteria. You can learn more about eligibility in this Sprintax blog - https:\/\/blog.sprintax.com\/nonresident-federal-tax-efiling-live\/<\/a>\r\n\r\nIf you have a state filing requirement, you must also mail this to the appropriate tax authorities.\r\n\r\nFinally, if you only need to file Form 8843, this will also need to be mailed to the IRS.\r\n\r\n\u00a0<\/strong>","accordion_anchor":"step5"}]},{"acf_fc_layout":"text","anchor":"sprintaxsupport","css_class":"","title":"

Need Sprintax Support?<\/strong><\/h3>","content":"If you need help while using Sprintax, you can contact their support team using the options below:\r\n