IRS Forms & Publications

Non-Resident Alien Forms

We recommend you use CINTAX to complete your federal income tax returns. Once you go through the program, CINTAX will generate all the appropriate forms for you to print and mail.

8843 form - must be completed by all F and J visa holders regardless of whether or not you had any US income

8843 instructions from CINTAX - example of completed form with notes

1040NR-EZ form

1040NR-EZ instructions

1040NR form

1040NR instructions

843 form - for F or J students or scholars who will be filing as non-resident aliens to claim a refund of Social Security (FICA including Medicare) withheld in error; in addition to the 843, you will also need to complete an 8316 form

843 instructions

1042-S attachment - for students or fellows who received income reported on a 1042-S to claim education-related deductions (such as tuition, books, etc.)

W-7 form and instructions - Individual Taxpayer Identification Number (ITIN) application form to be submitted with your federal return; copy of this application form will need to be attached to your CT state return (if you are filing one)

Resident Alien Forms

For further tax information for graduate and professional students and postdoctoral fellows who will be filing resident-alien forms, please go to Yale's Tax Office Web site.

1040EZ form

1040EZ instructions

1040 form

1040 instructions

1040A form

1040A instructions

8833 form - for resident-filers who are claiming a tax treaty; this form will need to be completed and attached with your 1040 form; instructions and example 8833

Other Commonly Used
IRS Forms and Publications

1040X form - for a correction/amended U.S. Federal Individual Income Tax Return

4868 form - to request an extension of time to file your federal income tax return

2106 form - for visiting scholars whose programs are less than one year and are able to claim travel expense deductions, follow these step-by-step instructions (you should include a worksheet outlining these expenses - sample blank 2106 worksheet; completed example of 2106 worksheet)

Publication 519 - U.S. Tax Guide for Aliens

Publication 901 - U.S. Tax Treaties

Publication 17 - Your Federal Income Tax