Taxes

The tax deadline to file your 2023 tax forms is April 15, 2024.

All international students, scholars, and their dependents in the U.S. during any part of the 2023 calendar year are responsible for filing annual tax forms (often called "tax returns”). Filing tax forms is required whether you or your dependents worked or earned income in the U.S. or received a taxable scholarship or fellowship in 2023.

We HIGHLY recommend that you review our Income Tax Basics presentation to understand how the tax process works in the U.S. Most of the tax questions received can be answered in this presentation, which includes much helpful information.

Your Tax Filing Status

Many (not all) of TAMIU’s international students are considered non-residents for tax purposes.

Determining Your Tax Filing Status

Under certain circumstances, an international student who has non-resident status for immigration purposes may be classified as a resident for tax purposes. It's important to know which is your tax filing status so you will complete the correct tax forms.

Resources to Determine Your Tax Filing Status

If you did not create a Glacier record to determine your Tax Residency status with the payroll office, you may contact Ms. Denisse Garza at Denisse.Garza@tamiu.edu.

Other options and resources are below: 

Sprintax

• Determines an individual’s tax residency status
• Determines an individual’s eligibility for tax treaty benefits
• Generates the tax forms (1040NR and 8843) that apply to nonresidents for tax purposes.
• Print the documents generated by Sprintax and mail them to the IRS to meet your tax filing requirement.
• You may contact Sprintax directly with any questions about the system.
  • Email: hello@sprintax.com
  • Link for Access to the Sprintax website: https://taxprep.sprintax.com/tamiu.  
  • Sprintax free YouTube Videos:  https://www.youtube.com/user/Sprintax/videos

GLACIER 

• Confirms Nonresident Alien Tax Status
• Reviews ALL income Tax Treaties for Exemptions
• Reviews ALL eligible Deductions, Allowances, and Credits
• Calculates TAX refund (or tax due)
• Completes ALL Required Tax Documents, including ITIN Application
  
  • Click on “I NEED to Purchase an Access Code.”

All international students and their dependents in the U.S. under an F or J nonimmigrant status must file Form 8843," Statement for Exempt Individuals and Individuals with a Medical Condition," even if they received NO income in 2014. Form 8843 is not a U.S. income tax return. It is an informational statement required by the U.S. Internal Revenue Service (IRS) for non-residents' tax purposes (including spouses or dependents of non-residents).

• Regardless of an individual's age, Form 8843 must be filed if a student was present in the U.S. during 2023 under an F or J status and is a non-resident for tax purposes.
• Mail the form to:
  • Department of the Treasury
  • Internal Revenue Service Center
  • Austin, TX 73301-0215

Who Must File

Filing IS required by nonresident alien students and scholars who have:

1. A taxable scholarship or fellowship, as described in Chapter 1 of Publication 970, Tax Benefits for Education;
2. Income partially or exempt from tax under the terms of a tax treaty and/or
3. Any other income which is taxable under the Internal Revenue Code.

Filing IS NOT required by nonresident alien students and scholars who have income ONLY from:

1. Foreign sources;
2. Interest Income from An investment, which generates Portfolio Interest (Described in Chapter 3, "Exclusions From Gross Income" - "Interest Income" – "Portfolio interest" of Publication 519 U.S. Tax Guide for Aliens):
   • U.S. bank
   • a U.S. savings & loan institution
   • a U.S. credit union
   • a U.S. insurance company
3. A scholarship or fellowship, which is entirely a Tax-Free Scholarship or Fellowship as described in Chapter 1 of Publication 970, Tax Benefits for Education, and/or
4. Any other income that is nontaxable under the Internal Revenue Code. However, income that is not taxable because of an income tax treaty must be reported on a U.S. income tax return even though no income tax is due on the U.S. income tax return.

File the regular tax returns if you are a Resident for Tax Purposes.