Federal Income Tax Filing (Nonresident)

The tax filing deadline is Wednesday, April 15, 2015.

Step #1: Getting Ready

All tax filers with U.S. source income will need either a Social Security Number (SSN) or Individual Tax Identification Number (ITIN) to file a tax return.  If you don't have a SSN/ITIN you must get one now.  Click here to see if you are eligible for an SSN.  If not, contact OISS about applying for an ITIN.

  1. Before you begin your tax return using FNTR, you will need to collect your income statements.
  2. If you did not receive any U.S. source income in 2014, you will not receive an income statement and can proceed directly to FNTR.
  3. If you received any U.S. -based income in 2014, including scholarship/fellowships above tuition, collect ALL your income statements (forms W-2 will be available in January and forms 1042-S, 1099 in March). Depending on your individual circumstance, you may have multiples of one type and/or more than one type of income statement.   Click here to determine which forms you will receive from Yale University.
  4. If you are unable to access your forms electronically, Yale Payroll will mail paper statements to your most recent address. If do not receive these form(s) or have moved away, please contact employee.services@yale.edu with your name and past NetID and include the address to which you would like the forms to be sent.
  5. Check that your name and SSN/ITIN are correct on these income statements. If they are incorrect, you will need to contact payroll.taxforms@yale.edu. (Note: if you have not previously been issued a SSN/ITIN, Yale will auto-populate this field, often with a number beginning with "9;" these Yale-issued numbers are not acceptable for tax filing purposes.)


Step #2: Use FNTR Software to Complete your Federal Tax Return

  • If you received no U.S.-based income in 2014, FNTR will generate only form 8843. Print, sign and mail to the address indicated in the instructions. Unless you are a dependent on your spouse's tax return, you will not need an SSN or ITIN to file form 8843.
  • If you received any U.S.-based income in 2014, wait until you have all of your income statements before you begin the filing process. Enter the information from all of your income statements. Print, sign and mail to the address indicated in the instructions.
  • If you were present at Yale in 2014 but have since left, please send an email to oiss@yale.edu to request access.

Request FNTR Access Code


Step #3:  Print, Sign, and Mail

ONESOURCE™ FNTR will populate the appropriate federal income tax forms for you. This software does not submit your tax filing electronically. You must print, sign and date the forms, attach the appropriate copies of your income statements and follow the instructions given to mail them to the Internal Revenue Service (IRS). If you owe money, make your check payable to: United States Treasury.

Step #4: Keep Copies!

Remember to keep copies of what you file each year (in case your return gets reviewed and there is a problem or if the IRS audits you in the future). You can save the PDFs to your computer or print an extra copy - do not rely on FNTR to store copies of your tax returns, as you may not be able to access them in the future.
 


Disclaimer

This information is intended only for international students and scholars who are nonresident alien taxpayers with income sources and level typical of students and scholars at Yale University.  Although the information contained in this site has been reviewed carefully and should be adequate to assist most international students and scholars, it is not a substitute for advice obtained from the Internal Revenue Service (IRS) or a qualified tax accountant.  If your visa status has changed in the past year, or you believe you have a complicated tax issue, please consult the IRS or a qualified tax accountant.

In addition, while the tax preparation software, Thomson Reuters ONESOURCE™ FNTR, is being provided to help you with your tax filing obligations, you are individually responsible for verifying that the correct information has been entered into the tax preparation software and included on all forms and/or other documents printed or derived from the tax preparation software, and ultimately responsible for any errors or omissions.

 

Personal Taxes

 

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Don't worry! If you use FNTR it's unlikely you'll make a mistake. Your only obligation is to file on time. Should you make a mistake, the IRS will notify you.

A mistake in your filing will not impact your immigration status in any way. Do your best, keep copies, and submit on time!

Income statements

Your Yale Statements:

Download and Print Your W‐2:

w2


Need a replacement, duplicate or corrected Yale income statement form (W‐2, 1042‐S, 1099)?

Tax Resources

Yale and Government sites


Tax Treaties

Some countries have tax treaties with the U.S. that can sometimes reduce or eliminate federal income taxes for you.

PDF Documents