Tools Search Main Menu

Preparing Your Tax Return

Plan Ahead to File On Time

Tax returns must be postmarked by April 17, 2018. However, GLACIER Tax Prep is used by thousands of people and can be extremely slow leading up to that deadline, especially in mid-April.

Don't wait until the last minute to prepare your tax forms! If you do not submit your tax return before the deadline, it's better to send them late than not to send them at all.

Collect the Necessary Documents

Be sure you have statements of all your sources of income in the United States. Start your taxes only when you are sure you have the documents from ALL income sources. Most forms are mailed to taxpayers at the end of January and could take a few days to arrive.

Your individual forms will depend on your earnings and activities in the United States during the 2017 calendar year. These may include the following forms.

W-2 Statement

A W-2 is a summary of all wages paid from a single employer and taxes withheld during the previous calendar year. If you worked for multiple US employers during the year (the University, an internship, etc.), you will receive a separate W-2 statement from each one.

If you selected electronic delivery of your W-2 from the University of Rochester, you will be able to print this form by logging in to your HRMS account (click on “Main Menu,” then click “Self-Service,” then select “Payroll and Compensation”). Otherwise, this form will be mailed.

1042-S

This statement summarizes US sources of income specifically for foreign nationals. This can include:

  • Wages that are exempt from taxes under a treaty
  • Scholarship/fellowship payments
  • Independent services income
  • Awards or royalties.

The 1042-S is not used to report employment income, unless a tax treaty is relevant. If you chose electronic delivery, any Form 1042-S from the University is available in GLACIER. If you received scholarship or fellowship income from another university during the calendar year, you must get this form from that institution directly.

If you receive a Form 1042-S from a bank that has a number less than 10 in Box 2, and 0’s in all the other boxes, you need not use it in filing your tax forms with the government. This is simply a form the bank sends to let you know that your landlord has put your security deposit in an interest-bearing account, as required by law. You won’t receive the interest until you get your security deposit back, so it’s not taxable now.

If, however, you receive a From 1042-S from a school (including the University of Rochester) or from a bank with different numbers than the above, you should use it in filing your taxes. Generally, these forms are sent out in late January.

1099

This statement summarizes all other income, which varies based on the type of transaction. This can include interest earned from a bank account, dividend payments or distributions, proceeds from a real estate transaction, and more.

The government does not always require that a Form 1099 be issued, if the income is below a specified dollar amount. Your tax return forms, however, should still list the total earnings and income during the previous calendar year.

If you have a US bank account but it earned less than $10 in interest, then the bank will not send a Form 1099 and you don’t have to report the interest on your tax return.

Complete and File Your Own Tax Forms

Many students also choose to complete their own tax forms.

Federal Forms from the IRS

The Internal Revenue Service (IRS) provides the federal forms and publications required for reporting all sources of US income.

For advice from the IRS on filing your forms, call 800-829-1040.

You may also contact the local IRS office:

  • Local Office: 255 East Avenue, Rochester, NY 14604
  • Phone: 585-263-5840
  • Hours: Monday–Friday, 8:30 a.m.–4:30 p.m. (during tax season, approximately late January through mid-April)
  • For forms and publications, call: 800-829-3676
  • For tax guidance, call: 800-829-1040

State Forms

The state forms you will need will depend on the state(s) in which you earned income.

For New York State, call 800-225-5829 or view the state’s commonly used income tax forms and instructions online. You may also contact the local New York State department:

  • Local Office: 340 East Main Street, Rochester, NY  14604
  • For forms and publications, call: 800-462-8100
  • For tax guidance, call: 800-225-5829

For other states, contact each state’s Department of Taxation and Revenue or do an internet search with the state name and “income tax forms.”

Learn more about state taxes.

Hire a Professional Tax Preparer (Fees Apply)

Each year, some students decide to hire a professional tax preparer to file their taxes. This is especially helpful for students who are unable to use GLACIER Tax Prep or who have more complicated tax needs to address before filing their forms.

Such services are available for a fee, but several providers are able to offer a discount to University of Rochester students.

H&R Block
Discounts are available for students with a University of Rochester ID card. Ask for a non-resident tax specialist.

  • 921 Genesee Street, Rochester, NY 14611 | 585-436-0763
  • 1000 Hylan Drive, Rochester, NY 14623 | 585-424-2320
  • 1900 South Clinton Avenue, Rochester, NY 14618 | 585-242-7820

Other locations may be available, but without a discount.

Welker & Co. CPA
Discounts are available for returning clients.

  • 225 Tech Park Drive, Rochester, NY 14623 | 585-271-1040