What If I DO Have US income?
What if you DO have US income?
The process is as follows:
1) Fill out the Intake Form and bring a paper copy with you when you come to see us. (See Intake Form.)
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 Form 1099. See description below for clarification;
4) Copies of your tax returns from tax year 2016 (US federal and all states), 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, 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.
You may have received a Form 1042-S. This form will also be mailed to you by the Payroll Department. These are not mailed until around February 15.
- You would 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.
- 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 firstname.lastname@example.org or stop in to our office in Room 108A, LaFortune Center during the days and times on the main page.