33
This tool is to help you complete the forms necessary to file your taxes with the IRS. We are not tax advisor!

This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

This tool is to help you complete the forms necessary to file your taxes with the IRS.

We are not tax advisor!

Page 2: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Why should I fill out any tax forms?I thought I was

exempt.

Page 3: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

All students must fill out form 8843. Students who made ANY money from January 1, 2014 to December 31, 2014

must also fill out the 1040-NR or the 1040 NR-EZ form.

Page 4: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Who can use the 1040NR-EZ?1. Single2. Income less than $50,0003. Wages and Scholarships—only source of income4. Not claimed as a dependent by anyone else.

Page 5: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Did you earn any money

from US sources

from January 1, 2014 until

December 31, 2014

Page 6: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

If you answered

YES!!

You must fill out

form 8843 and

1040NR EZ

Page 7: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Did you make $0 from January 1, 2014 to December 31, 2014

While in the US

If YES, then fill out form 8843 ONLY

Page 8: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Have you been PRESENT in the United States as an F-1

student for more than 5 years?

If the answer is YES, then you need to see a TAX

ADVISOR

Page 9: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

YOU CANNOT USE THE 1098T to get $1000 back from the IRS!! That is only

for people who can file taxes as RESIDENTS!

Page 10: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

All students must fill out a form 8843Only students who made $1 or more

must fill out additional forms.

So, to be CRYSTAL CLEAR !!

Page 11: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

This is only about money

that you received through

wages while in the US from

January 1 to December 31

2014

Page 12: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

BEGIN Form 8843

Page 13: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR
Page 14: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Diablo Valley College

Peter Garcia, President

321 Golf Club Rd.

Pleasant Hill, CA 94523

925-685-1230

IEC@DVC

Sally Conover, Director

246 Golf Club Rd.

Pleasant Hill, CA 94523

925-676-4600

DO NOT PUT GLORIA ZARABOZO on line 10!!

Page 15: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR
Page 16: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Where to Send Form 8843 if it is the ONLY form

you are filing:

Department of the Treasury

Internal Revenue Service Center

Austin, Texas 73301-0215

DEADLINE TO FILE 8843 April 15, 2015

Page 17: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Students who only need 8843

may now leave QUIETLY

Students who need 1040NR-EZ

please stay.

Page 18: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR
Page 19: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Does your

country of citizenship have

a tax treaty with the US

for student wages?

Page 20: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

WHY AM I TALKING ABOUT TAX

TREATIES NOW?

Because you MUST SUBTRACT

Treaty Amount from TOTAL before

doing rest of 1040NR-EZ form.

Page 21: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Please look at handout. If your country is not listed it does NOT have a tax treaty that you can use for tax purposes. If you DO see

your country you will be able to subtract that amount from any money you made as income.

Please make not of amount and Treaty Article number.

Page 22: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

What do you need to complete the

1040NR-EZ forms?

Page 23: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Received in mail:

W-2 Forms,

1042S or 1099.

Page 24: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR
Page 25: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Cannot use the tuition payment

forms (1098T) you may have

received in the mail unless you

have been in US for more than

five years and you are filing as a

RESIDENT

Page 26: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Do not confuse tax residency status with:

•Immigration status

•Residency requirements for tuition or degree

•Permission to work in U.S.

Page 27: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR
Page 28: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

3950

Page 29: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Treaty INFO!

Page 30: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

Deadline for 8843 together with 1040NR-EZ is April 15, 2015 at

midnight POSTMARK.

Where?

Department of the Treasury Internal Revenue ServiceAustin, TX 73301-0215

Page 31: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

How do you get back money taken out

for Social Security and Medicare

benefits ?

First, ask employer. If they say, no,

then see page 45 of publication 519.

You must fill out a form 843 for this

process

Page 32: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR

NO QUESTIONS ABOUT TAXES WILL BE ANSWERED

ABOUT TAXES AT THE ISAS OFFICE!!

Page 33: This tool is to help you complete the forms necessary to ...€¦ · This tool is to help you complete the forms necessary to file your taxes with the IRS. ... to be CRYSTAL CLEAR