Federal Tax Workshop for Internationals
March 7, 2017 – 3pm – 5pm, Cole Hall, Parnassus
Presented by Su Lin, Postdoc and Nonresident Tax Coordinator, UCSF Controller’s Office
RSVP Required by March 3 at http://bit.ly/2hdSGki
California State Tax Workshop for Internationals
March 14, 2017 – 3pm- 5pm, Mission Hall 1401, Mission Bay
Presented by, Marc Narlesky, California Franchise Tax Board Representative
RSVP required by March 10 at http://bit.ly/2hhePzO
Can’t attend in person?
Workshops will be recorded for current UCSF students and scholars who can log in to UCSF’s MyAccess. ISSO will send an email with the link to access the recorded workshops two weeks following the State Tax workshop. Unfortunately, advisers are unable to assist with gaining access to MyAccess. MyAccess questions? Click here.
*Please note that ISSO is legally unable to provide tax advice.
Federal Tax Software Access 2017
To assist UCSF-affiliated internationals with filing their federal taxes, ISSO is pleased that we will be able to offer access to software without charge. This software only assists with filing federal taxes. International students and scholars are responsible for the costs associated with filing their state taxes.
To be eligible to use the federal tax software, you must be a UCSF-affiliated international. To apply for the tax software code, please complete the survey at http://bit.ly/2kLeqTP. ISSO will review your request and respond within 48 business hours.
Unfortunately, ISSO is legally unable to offer tax advice, including advice regarding residency status for tax purposes.
Frequently Asked Question
I learned that there was also a postdoc tax workshop offered through the Office of Postdoctoral Scholars (OPS). Is it better to attend the OPS tax workshop, the ISSO tax workshops or both?
The OPS tax workshops only apply to those who hold the postdoctoral-paid direct and postdoctoral fellow UC titles. If you hold one of these titles and have not previously participated in an OPS tax workshop, we strongly recommend that you attend. OPS tax information can be found at http://postdocs.ucsf.edu/taxes. Your UC appointment letter will include your UC postdoctoral title. If you are unable to locate your UC appointment letter, you can ask your HR generalist for your UC title.
The ISSO state and tax workshops only apply to those who hold "nonresident" status for taxation purposes. If you are considered a nonresident and have not previously attended an ISSO state or federal tax workshop, we strongly recommend that you participate.
The U.S. Tax System
The ISSO is not legally authorized to offer tax advice. We offer the following general information; however, ISSO is not responsible for misinformation.
Taxes may be deducted from salaries, stipends, and fellowships.
The amount withheld from your paycheck is dependent upon your tax status which, in turn, is determined by your visa classification and the amount of time you have been in the United States.
Income Tax Filing Requirement
International students and scholars who have been in the U.S. for any portion of the previous calendar year must file an annual tax return by the following year's tax filing deadline. The deadline to submit state and federal taxes is generally April 15. Income that is taxed includes wages, scholarships and earnings on investments. The most common type of income is wages; the money withheld from each paycheck is an estimated payment of the federal and state income tax obligation. Please note: international students and scholars must file a tax return even if they did not work in the U.S. the previous year.
Tax treaties may exempt you from paying federal income tax in the United States (IRS Publication 901). Information about treaties can be obtained from Su Lin in the Controller's Office, firstname.lastname@example.org.
In order to file a tax return and save time individuals should apply for a Social Security Number (SSN) or Individual Taxpayer’s Identification Number (ITIN) 10 business days after they have checked in with ISSO. Please download application information regarding SSN at www.ssa.gov/online/ss-5.pdf and ITIN at http://www.irs.gov/pub/irs-pdf/fw7.pdf.
How to file?
Forms and Publications (Instructions) are available on the federal and state tax websites. Federal Forms and Publications by mail is available by calling 1(800) 829-3676.
In addition, UCSF has purchased Glacier Complete International Tax Preparation an internet-based tax preparation system for nonresidents for federal tax purposes. ISSO makes this program available to international students and scholars at UCSF in February.
Those who are taking advantage of their country’s tax treaty with the U.S. will also have the ability to access Glacier via their GLACIER Online Tax Compliance Software account.
What is U.S. Internal Revenue Service?
The IRS is an agency of the Department of the Treasury. It administers U.S. tax collection and enforces internal revenue laws at the national level. You will report your immigration status and personal income to the IRS. Regardless of your nonresident tax or immigration status anyone who arrived in the U.S. should file Form 8843.
What is the California Franchise Tax Board?
The California Franchise Tax Board is the state level administration of personal income tax and corporation tax. Note that your federal nonresident tax status might not necessarily mean you will be nonresident for state tax purposes. An international scholar can be a resident for state tax purposes. To determine residency for California state tax purposes, see State of California Franchise Tax Board Publication 1031.
Other Tax Resources
The IRS offers assistance in-person at local offices, via telephone, and they have frequently asked questions on their website.
Assistance is also available through tax preparation services for nonresident and resident aliens. The following list is not an endorsement or recommendation for any of the preparation services but names to help begin your research.
- Volunteer Income Tax Assistance (VITA)
- Tax Aid
- H&R Block
- Online Taxes
- TurboTax for the web
- WorldWideWeb Tax
The ISSO does not endorse any specific software, nor do we assume liability if software is used incorrectly or if information on our site may be incorrect.
Federal Tax Software Access 2016
To assist UCSF-affiliated internationals with filing their federal taxes, ISSO is pleased to offer access to software without charge. This software only assists with filing federal taxes. To be eligible, you must be a UCSF-affiliated international. Unfortunately, ISSO is legally unable to offer tax advice, including advice regarding residency status for tax purposes.
You can no longer request access to the federal tax software for the 2015 reporting year. Access to federal tax software for the 2016 reporting year will be available mid-March 2017. ISSO will send an email out through its listersev in mid-March 2017 with information on accessing tax software.
2016 Tax Workshops
The ISSO offered tax workshops in early March. If you were not able to attend the workshop, please view the recordings below.
- Federal Tax Workshop Recording: http://lecture.ucsf.edu/ets/Play/06c570a5d4ef4ffb88b2eb80fd8febf21d
- State Tax Workshop Recording: http://lecture.ucsf.edu/ets/Play/aa68d5dbf1cf4eb4aa9a4495688006061d
*Please, note that the recordings above are only available to current UCSF students and scholars through MyAccess. Unfortunately, ISSO is unable to assist gaining access to MyAccess. MyAccess questions? Click here.
You can also access the PowerPoint presentations in GoogleDocs for each workshop below.
1. Federal Tax Workshop
2. State Tax Workshop
- State Tax Issues for Non-Resident Scholars and Researchers
- 540NR Nonresident/Part-Year Resident Step by Step Example