Are you a NONRESIDENT or RESIDENT for tax purposes?
- First, determine your residency status for tax purposes HERE.
- If you are a non-resident for tax purposes, Congratulations! You are in right place to file your tax.
- If you are considered a resident for tax purposes and you did not receive Form 1042-S, you may schedule an appointment with the Marriott School VITA lab at vita.byu.edu. If you are a resident for tax purposes and you received Form 1042-S, you may try the following websites that may accept Form 1042-S (note that these websites do require payment):
- Second, determine which forms to fill out by determining whether you received US income. Answer the next questions below.
Did you work in 2023 or pay the International Student Deposit?
- If you did NOT work or pay the deposit or receive any type of income in 2023 but resided in the United States during 2023 for even one day, you are required to submit Form 8843 by June 15, 2024.
- F & J Students Form 8843 Template
- J Scholars Form 8843 Template
- Please mail this form to the following address:
- Department of Treasury Internal Revenue Service, Austin, TX 73301-0215, USA
- Department of Treasury Internal Revenue Service, Austin, TX 73301-0215, USA
- If you worked in the United States, received a U.S. stipend, grant/scholarship (that exceeded tuition, books & fees), allowance, or paid the $4,000 deposit during 2023, you will need to file Form 1040NR. The deadline for taxes is April 15, 2024. We will be holding tax workshops to help you (nonresidents) self-file your taxes.
- Note: if you received a scholarship in 2023 that exceeded tuition, books, and fees, please attend a tax workshop after March 15th, which is when your scholarship form (form 1042-S) will be made available to you in your MyFinancial Center.
Tax Workshops:
- Feb. 21, 2:00 pm, 3224 WSC
- Feb. 22, 9:00 am, 3228 WSC
- Feb. 27, 2:00 pm, Garden Court WSC
- Feb. 28, 9:00 am, 3228 WSC
- Mar. 4, 9:00 am, 3228 WSC
- Mar. 5, 3:00 pm, 3224 WSC
- Mar. 12, 9:00 am, Garden Court WSC
- Mar. 13, 2:00 pm 3211 WSC
- Mar. 20, 9:00 am, Garden Court
- Mar. 21, 2:00 pm, 3211 WSC
- Mar. 25, 2:00 pm, Garden Court WSC
- Mar. 26, 9:00 am, 3228 WSC
- Apr. 3, 9:00 am, 3222 WSC
- Apr. 3, 2:00 pm, 3222 WSC
- Apr. 4, 9:00 am, Varsity Theater WSC
- Apr. 4, 3:00 pm, Varsity Theater WSC
Documents/Items To Bring:
- Laptop
- Completed Form 13614NR
- Social Security Card (or copy)
- Passport
- Bank information ( account information where any tax refund will be deposited)
- Prior year tax forms (federal and state forms, 1040NR)
- All Form W-2s or income forms from each employer you had in 2023
- Form(s) 1042-S
- If you received a scholarship that exceeded tuition, books, and fees OR
If you paid the $4,000 deposit.
BYU will make these forms available on March 15 (or sooner) on your Sprintax account.
- Form 1095-A if you have Marketplace insurance
- note: we cannot help you if you have joint Marketplace insurance with your spouse. Please call Centro Hispano so they may help you file your taxes: 801-655-0258
- Form 1099-Div or Form 1099-B (if you have received dividends or had any capital gains )
- Any other tax forms you have received (tithing forms, etc.)
- For more detailed information, please check Documents Needed Tab.
Tax Appointments:
- We will not be scheduling one-on-one appointments this year. Please be sure to attend a tax workshop to receive help filing your taxes.
Walk-In Hours:
- Friday (Feb 23th -- Apr 5th)
- 9 AM - 11 AM at the Office of Belonging (2400 WSC)
- Check in with the International Student and Scholar secretary at the front desk.
- Check in with the International Student and Scholar secretary at the front desk.
- 9 AM - 11 AM at the Office of Belonging (2400 WSC)
- We will be holding walk-in hours each week for students who need additional help filing their taxes. Walk-in hours are strictly for individuals who have questions and have started filling out their tax forms.
- You may find step-by-step instructions to help you fill out your tax forms by going to our PPT slides found on the How to Self-File tab. The link to the IRS website is included in the slides.
Self-Help Resources & Community Assistance:
- If you cannot come to the workshops, the following other options are still available for filing your taxes:
- Self-file by viewing our PPT for instructions. The new link to the IRS free software is included in the current PPT (please click on the How to Self-File tab to find the PPT).
- Sprintax —self-filing website for nonresidents. Use the following code to file Federal taxes for free: BYU500F23. Note: Filing for state tax forms requires a payment if using Sprintax, but you may file Utah state tax forms for free by going here: https://incometax.utah.gov/
Centro Hispano—set up an appointment to receive help filing your nonresident tax forms by calling 801-655-0258
Frequently Asked Questions
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Toggle ItemWhere can I get help to file my taxes?
- Attend our tax workshops.
- Centro Hispano's Taxpayer Clinic— They welcome all international students.
- Sprintax —https://www.sprintax.com/
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Toggle ItemWho can we help? Who can use our software?
F & J Students
- A student who has been in the U.S. for 5 years or less on a student visa.
- Note: If the student’s 5th year was the tax year (2023), he/she will need to apply the substantial presence test to determine residency status.
- One day in the country counts as that entire year.
- The years do not need to be consecutive (i.e. before mission and after).
- Even if the student held an F-1 or J-2 dependent (student) visa, the years on these visas can be counted.
J Scholars
- A faculty, researcher, scholar, etc., who has been in the U.S. for 2 years or less.
- Note: If the scholar’s 2nd year was the tax year (2023), he/she will need to apply the substantial presence test to determine residency status..
- One day in the country counts as that entire year.
- The years do not need to be consecutive (i.e. before mission and after).
- Even if the student held a J-2 dependent (scholar) visa, the years on these visas can be counted.
None of the above?
If you have been in the U.S. for 6 years or more on a student visa (F or J visa) or 3 years or more on a scholar visa (J visa), you are considered a resident for tax purposes if you meet the substantial presence test.
- Note: Only count up to the tax year—2023.
If you married a U.S. citizen or resident during the tax year (2023) or any prior year, you may file with your U.S. citizen/resident spouse as a resident if you file jointly if you meet the substantial presence test.
If you are not sure if you are resident or nonresident, please take the survey found by clicking the
General Information
tab.
- A student who has been in the U.S. for 5 years or less on a student visa.
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Toggle ItemWho can help you file a resident tax form?
If you are considered a resident for tax purposes and you did not receive Form 1042-S. You may schedule an appointment with the Marriott School VITA lab at vita.byu.edu. If you are a resident for tax purposes and received Form 1042-S, you may visit the following websites that accept Form 1042-S (Note: these websites require payment):
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Toggle ItemWhat if I did NOT work, pay the $4,000 deposit, receive a scholarship or any type of compensation during 2023?
You are still legally obliged to file Form 8843, but we will not help with that form until after April 5, 2024. You are welcome to file this form yourself and reference these courtesy templates provided by our office.
The deadline for this form to be filed is June 15, 2024.
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Toggle ItemStimulus Information - What if I received a stimulus check?
Nonresidents do not qualify to receive the stimulus payment.
If you received the payment as a paper check and cashed it, or if you received the payment as a direct deposit:
- Submit a personal check, money order, etc., immediately to the appropriate IRS location. You may find the location here: https://www.irs.gov/newsroom/economic-impact-payment-information-center-topic-i-returning-the-economic-impact-payment
- Write on the check/money order made payable to ‘U.S. Treasury’ and write ‘2020EIP’, and your taxpayer identification number (social security number, or individual taxpayer identification number).
- Include a brief explanation of the reason for returning the payment.
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Toggle ItemWhat if I am outside of the U.S. and need tax help?
Unfortunately, we will not be scheduling one-on-one appointments this year. Please view the slides first on the "how to self-file" tab, and if you have any further questions, the following other options are still available for filing your taxes:
- Sprintax —self-filing website for nonresidents. Use code BYU500F23 to file Federal forms for free. Note: Filing for state tax forms requires a payment if using Sprintax, but you may file Utah state tax forms for free by going here: https://incometax.utah.gov/
- Centro Hispano—set up an appointment to receive help filing your nonresident tax forms by calling 801-655-0258
- General Information
- Internal Revenue Service (IRS) publication #515: "Withholding of Tax on Nonresident Aliens and Foreign Entities"
- Utah State Income Tax Information
- NAFSA Association of International Educators Federal Income Tax Brochure
- Form 4011: Foreign Student and Scholar Volunteer Resource Guide
- Tax Guide for Aliens (Publication 519)
- US Tax Treaties (Publication 901)
- Call 1-800-829-1040 and ask for the tax department dealing with nonresident aliens.
- Free local U.S. Internal Revenue Service Assistance information
- Local professional tax preparation services are available for a fee.
- Completed Form 13614NR
- Social Security Number (Do not need card, but you will need number)
- Passport (or other government ID)
- Bank information that has your account information where any tax refund will be deposited
- ex) Bank name, Account number, Routing number
- Prior year tax forms (1040NR)
- Form W-2(s)
- You need one from each employer you had in 2023.
- If you worked on campus, this is available through My Financial Center. Search W-2 in the search bar and click on the first result. You will need the W-2(s) from 2023.
- Form 1042-S
- If you received scholarships that exceeded tuition, you should have received Form 1042-S from BYU. You can find this form in your Sprintax account.
- If you paid the $4,000 deposit, you will receive Form 1042-S from BYU.
- These are issued after March 15 (or sooner).
- Do not report your tax file until you get Form(s) 1042-S.
- Form 1095-A
- If you have Marketplace insurance, your will need Form 1095-A.
- Note, we will not be able to help anyone who has a joint Marketplace insurance plan with their spouse. If you have a joint plan, we ask that you schedule an appointment with the Low Income Tax Lab by calling (801) 655-0258.
- Form 8843
- This form will be automatically filed if you use our self-filing service. If you are not using our office's program, you will need to make sure you have all of the documents required.
- Form 1099-Div or Form 1099-B
- If you have received any dividends or capital gains & losses from your stock during the current tax year, you must report this information in your tax forms.
- Any other tax forms you have received
- Ex) tithing forms, issued from your local ward unit or online
- Important: BYU will be issuing Form 1042-S to ALL nonresidents who paid the $4,000 deposit AND/OR nonresidents who were awarded a scholarship that exceeded tuition, books, and fees. Form(s) 1042-S will be issued by March 15, 2024. Do not submit your taxes to the IRS until you receive Form(s) 1042-S.
- PPT slides have been made available for you to begin filing your tax forms. Click on the blue button below to access the slides. The new link to the IRS tax website is included in the PPT.
- During workshops, we will walk you through the slides provided below. To access the TaxSlayer website during the workshops, please click on the following link: TaxSlayer
- If you need additional help filing your taxes, we will be offering tax workshops from Feb. 21—April 5, 2024 that you may attend. Please view the schedule by going to the General Information tab.
English Language Students: The button below contains PPT slides specifically for English Language Center students.
- PPT slides have been made available for you to begin filing your tax forms. Click on the blue button below to access the slides. The new link to the IRS tax website is included in the PPT.
- During workshops, we will walk you through the slides provided below. To access the TaxSlayer website during the workshops, please click on the following link: TaxSlayer
- If you need additional help filing your taxes, we will be offering tax workshops from Feb. 21—April 5, 2024 that you may attend. Please view the schedule by going to the General Information tab.
Ensign Students: The button below contains PPT slides to help Ensign students file nonresident tax forms.
- PPT slides have been made available for you to begin filing your tax forms. Click on the blue button below to access the slides. The new link to the IRS tax website is included in the PPT.
- During workshops, we will walk you through the slides provided below. To access the TaxSlayer website during the workshops, please click on the following link: TaxSlayer
- If you need additional help filing your taxes, we will be offering tax workshops from Feb. 21—April 5, 2024 that you may attend. Please view the schedule by going to the General Information tab.
We will hold tax workshops from February 21 to April 5, 2024. Please view the schedule below
- Feb. 21, 2:00 pm, 3224 WSC
- Feb. 22, 9:00 am, 3228 WSC
- Feb. 27, 2:00 pm, Garden Court WSC
- Feb. 28, 9:00 am, 3228 WSC
- Mar. 4, 9:00 am, 3222/3224 WSC
- Mar. 5, 3:00 pm, 3224 WSC
- Mar. 12, 9:00 am, Garden Court WSC
- Mar. 13, 2:00 pm 3211 WSC
- Mar. 20, 9:00 am, Garden Court
- Mar. 21, 2:00 pm, 3211 WSC
- Mar. 25, 2:00 pm, Garden Court WSC
- Mar. 26, 9:00 am, 3228 WSC
- Apr. 3, 9:00 am, 3222 WSC
- Apr. 3, 2:00 pm, 3222 WSC
- Apr. 4, 9:00 am, Varsity Theater WSC
- Apr. 4, 3:00 pm, Varsity Theater WSC
Walk-In Hours
Walk-in hours are strictly for individuals who have questions and have started filling out their tax forms.
- Friday (Feb 23- Apr 5)
- 9 AM - 11 AM at the Office of Belonging (2400 WSC)
- 9 AM - 11 AM at the Office of Belonging (2400 WSC)
Additional Help?
If you would like to file your taxes before our workshops begin, we recommend that you schedule an appointment with Centro Hispano (801-655-0258). They provide free tax assistance.
Frequently Asked Questions
-
Toggle ItemWhere will appointments take place?
We will be holding tax workshops only this year. Please view the schedule above for dates and times.
-
Toggle ItemWhat if I am outside of the U.S.?
- If you cannot come to the workshops, the following other options are still available for filing your taxes:
- Self-file by viewing our PPT for instructions. The new link to the IRS free software is included in the current PPT (please click on the How to Self-File tab to find the PPT).
- Sprintax —self-filing website for nonresidents
- Centro Hispano—set up an appointment to receive help filing your nonresident tax forms by calling 801-655-0258
- If you cannot come to the workshops, the following other options are still available for filing your taxes:
-
Toggle ItemHow do I schedule an appointment?
We will not be holding one-on-one appointments this year. Please view the schedule above so you may attend one of our tax workshops.
If you are an international student who made the international student deposit and earned interest, it is required that you receive a Form 1042-S from BYU. You can find this form in your Sprintax account you created. If you did not create an account, Form 1042-S should have been mailed to you. The form will be available starting March 15th.
- Please note that this form is essential to report in your tax forms. We have provided PowerPoint slides which will assist you in reporting Form 1042-S. Click on the button to view these instructions.
If you received scholarships that exceeded tuition, you should have received a 1042-S from BYU. You can find this form in your Sprintax account. Note that if you did create a Sprintax account, Form 1042-S should have been mailed to you. Form 1042-S will be made available on March 15th.
- This form will be important for filling out the information provided in the PowerPoint slides below or for using a different software/service. Click on the button to see these instructions.
If you have received Form 1099-Div, which reports dividend income, or Form 1099-B, which reports capital gains/losses for the current tax year, you must report this information in your tax forms.
- To assist you in reporting this information accurately, we have created a set of detailed instructions. Click on the button to see these instructions.