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Tax Resources and Support

Most foreign nationals who were physically present in the US during 2020 are required to file tax forms during the spring 2021 tax filing season. Those who earned US income typically have additional reporting obligations. Based on your individual tax residency status and US earnings, Federal and relevant state tax requirements will vary. The GLACIER system can help you identify which tax category you may fall under.

Please see our poster on Navigating US Tax Requirements!

 

Nonresident Aliens for Tax Purposes

As a Nonresident Alien, you may utilize GLACIER Tax Prep (GTP), a companion software program to GLACIER that can help international students & scholars to prepare US Federal tax forms. The ISO has secured free access to GTP for eligible UR populations, which is accessible through your GLACIER record using your existing UserID and Password. NOTE: Electronic filing is not possible through GTP. After using this tool, all prepared forms should be printed, signed in ink, and mailed directly to the IRS.

Please consider basic resources and some common situations for Nonresident Alien tax filings:

  • Webinars: Nonresident Alien Tax Preparation

    To assist UR's international student & scholar populations, ISO will be hosting a series of tax webinars to review Nonresident Alien tax preparation and filing requirements. These events will held online and accessible remotely via a Zoom webinar meeting. Our presenter, Alejandro Young, is a qualified and experienced tax professional with considerable experience working with international populations.  The 2021 workshop schedule is:

    • Wednesday, February 17th | 12:00 pm - 1:30 pm
    • Wednesday, March 17th | 5:00 pm - 6:30 pm
    • Wednesday, March 24th | 12:00 pm - 1:30 pm 
    • Wednesday, April 7th | 6:00 pm - 7:30 pm
    • Monday, April 12th | 6:00pm - 7:30pm
    • Wednesday, May 5th | 6:00pm - 7:30pm


    Zoom Link (same for all webinars):
     https://rochester.zoom.us/j/92366954506

    Questions:If you are interested, you may submit a question in advance for inclusion during the Q&A portion of an upcoming webinar. To do so, please use this submission form online.

  • Video: Preparing Form 8843 (No Income)

    If you received no income in 2020, you do not need to file US income tax forms. However, even without US earnings, you must still complete, sign, and mail Form 8843 (Statement for Exempt Individuals and Individuals with a Medical Condition), to comply with Nonresident Alien tax reporting obligations. This form can be generated through GLACIER Tax Prep or can be completed on your own. If you choose to prepare this form on your own, ISO has prepared a short video for your reference.

     

     

  • Video: Preparing Simple Income Tax Form(s) via GTP, for NY Income

    US earnings must be reported to the IRS using Form 1040NR, which can be prepared through GLACIER Tax Prep (GTP). Additionally, for New York State earnings, specific forms such as IT-203 are required to report that income to the NYS Department of Taxation. While GTP cannot be used to prepare state tax forms, you have the option to use another software tool through GTP (for a fee) or you may complete the forms on your own through the NYS website.

    Since so many UR international students and scholars receive basic income (wages, scholarship, etc.) only in New York State, this is a fairly common scenario. Therefore, ISO has prepared a video that explains how to use GTP for your Federal income tax return preparation. Additionally, the video will demonstrate how to transfer that information to NYS income tax forms. As always, please consult with a tax professional for questions specific to your own circumstances!

    To access the video, please consult our TIPS On Demand online training modules via Blackboard. Students may log in using your University NetID and password, access the International Services Office under "My Organizations", and navigate to Module G for the GLACIER Tax Compliance System. Scholars or student pursuing post-completion employment authorization must contact the ISO to request a secure hyperlink to the video.

  • Consider professional resources for complex tax returns

    International students and scholars may have more complicated situations that fall outside the scope of traditional support that ISO or the University can provide. While it may be possible to use the GTP software, the University will not be able to provide individual guidance or assistance. Instead, you are recommended to use a professional tax preparer or government resources; please see below

 

Resident Aliens for Tax Purposes

If you are a Resident Alien for tax purposes, GLACIER Tax Prep will NOT be relevant for your needs. Instead, you may use a wide variety of other online tools or software programs to prepare your tax forms. These programs will often offer preparation of both Federal and State forms. Additionally, you are eligible to file your tax forms electronically. For additional support, we recommend that you utilize a professional tax preparer or government resources (see below).

Note: If your tax category flipped in the last tax year, from Nonresident Alien to Resident Alien (see your GLACIER Tax Summary), or if you received Form 1042-S stating that tax was withheld, most online tools may not be fully compliant with your filing needs. Please consider professional resources for guidance.

 

Professional Tax Preparers (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. Other locations may be available, but without a discount.

  • 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

Welker Mojsej & DelVecchio
Certified Public Accountants, LLC
Discounts are available for returning clients.

  • 1200 Jefferson Road, Suite 300, Rochester, NY 14623 | 585-292-1041

 

Local Government Offices

Federal/IRS: Local Taxpayer Assistance Centers (TACs) are located in Rochester to provide an IRS office for individuals to visit for specific tax related services. All Taxpayer Assistance Centers now operate by appointment only and must be scheduled using the phone number provided below.

  • Local Office: 255 East Avenue, Rochester, NY 14604
  • Make Appointment: 844-545-5640 | Office Information: 585-269-7307 
  • Hours: Monday through Friday, 8:30 am to 4:30 pm 
  • Customer Service to Make Appointment: Monday through Friday, 7:00 am to 7:00 pm 
  • For information about specific Services Provided at the Rochester TAC 
  • Have your SSN/ITIN available when contacting the IRS
  • TACs are often located in Federal Office Buildings and may not allow visitors to bring in cell phones with camera capabilities. 

New York State: Visit the New York State Department of Taxation webpage for more information or contact the 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

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.