What If I DO Have US income?
What if you DO have US income?
The process is as follows:
1) Complete our Intake Form and bring a paper copy with you to your appointment;
- At least 48 hours in advance of your appointment, please download, complete, and print out your completed Intake Form.
- Please let us know in a timely manner if you have any questions about the information requested on the Intake Form. If we are unable to answer your question prior to your appointment, do the best you can to complete your form and come to your appointment anyway with all of your documents.
- Please save a copy of the completed Intake Form for your own records.
2) Gather your immigration documents:
- Social Security Card (if you have one)
- Passport and Visa
- I-20 or DS-2019 form
- I-94 form
Please also gather (and bring to your appointment) the following items:
3) Any income documents such as Forms W-2, 1042-S, and others, such as any Forms 1099 (e.g., 1099-INT, 1099-DIV, and 1099-G). See description below for clarification;
4) Copies of your tax returns from tax year 2016 (US federal return and all state returns), if any;
5) US bank account information, specifically your routing and account numbers, so any refund(s) can be directly deposited into your bank account. Refunds cannot be deposited into a non-US bank account.
When you have collected all of the documents listed above, email us at firstname.lastname@example.org to make an appointment. For more, please visit our "Using our services" page.
NOTE: If you were issued any of these documents and do not bring them with you, we will not be able to prepare your tax returns.
- If you worked at Notre Dame, you should have a Form W-2. You should have been mailed a copy by the Payroll Department. The copy would have been mailed to your address of record by the end of January. You can also access it within insideND.
- If you had another job during the year, such as an internship or other where you were an employee, you should also receive a Form W-2 from that employer.
You may have received a Form 1042-S from the Payroll Department. They are mailed around February 15.
- You may have received a Form 1042-S under the following circumstances:
- If you filled out a form earlier with the Payroll Department claiming a treaty benefit
- If you received a scholarship (above the amount of tuition)
- If you are an athlete on a scholarship that exceeds the amount of tuition
- You may have received a Form 1099-MISC if you performed work not as an employee, but as an independent contractor. If you received a 1099, you would probably be aware.
- You may have received a Form 1099-DIV, 1099-INT, or other Form 1099 from a financial institution that reports dividends, interest, and other items of investment or passive income.
- If you worked at Notre Dame and don't think you received either a Form W-2 or a Form 1042-S, do not make an appointment, but contact us at email@example.com or stop in to our office in Room 108A, LaFortune Center during the days and times on the main page.