Tax Information for MUSC International Faculty, Staff and Students

The following are important points from the recent Tax Seminar:

  • You must file both state and federal taxes.  These are different forms and will be sent to different locations
  • If you worked in two different states in same year, for example you worked in Alabama Feb-Aug 2013 and the South Carolina Aug-Dec 2013, it is most likely you will have to file the state taxes in the two different states (only one form for federal).
  • If you have received any tax forms in the mail, for example, the W-2, these forms are to be used when filling out your tax forms and must be sent together
  • Make copies of all forms that have been sent to you or you have filled in for your personal file, just to be on the safe side.
  • If you are a non-resident international, you may not file online. Page 34 - http://www.irs.gov/pub/irs-pdf/p4152.pdf
  • If you are a not sure whether you are a resident or non-resident, please contact David De Werff at dewerff@musc.edu.
  • Even if you are exempt, you must file! 
  • For Federal Tax returns, only you can obtain an individual license for $34 - https://www.arcticintl.com/quick-spt-b.asp.  
  • VITA is a free tax service but these are volunteers and not all locations are equipped to help foreign nationals file their taxes.  It is recommended that once you choose a location, you call to be sure they are willing and able to help you. http://www.irs.gov/Individuals/Free-Tax-Return-Preparation-for-You-by-Volunteers   Explain your status with them carefully!
  • When in doubt do one of two things:  1) find someone you trust that can help you (someone that is in or has had your same situation) and/or 2) pay a professional service (contact any of them prior and ask them what sort of experience they have filing international's taxes and consider shopping around for the best price).

     

Additional links:

1040NR or 1040NR-EZ:
http://www.irs.gov/pub/irs-pdf/f1040nr.pdf   or http://www.irs.gov/pub/irs-pdf/f1040nre.pdf
Instructions
http://www.irs.gov/pub/irs-pdf/i1040nr.pdf     http://www.irs.gov/pub/irs-pdf/i1040nre.pdf

Form 8843
http://www.irs.gov/pub/irs-pdf/f8843.pdf   

SC1040
http://www.sctax.org/NR/rdonlyres/8C5BEA8F-DA91-4E09-BB72-9367E5359571/0/SC1040_08202013_Web.pdf    
Instructions

http://www.sctax.org/NR/rdonlyres/8DF91483-AE1D-4F00-B6AF-EB6A3A2BB7A3/0/SC1040Inst_09092013.pdf  

If you have any questions, please contact David De Werff at dewerff@musc.edu.