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Annual Tax Filing Information for Foreign Nationals

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Almost all International students and scholars who receive wages and/or fellowship/scholarships are required to file an annual Federal and North Carolina State tax return each year.

 

Deadline for filing your 2013 Tax Returns is April 15, 2014

Year End Tax Statements

Preparing your 2013 Tax Returns

Before you start preparing your 2013 tax returns be sure you have received all your year end tax statements. If you are not sure what tax statements you should receive review the description of each one above. If you file your tax return without all the appropriate tax statements you will need to file a corrected form and you could be liable for penalties.

Federal Income Tax form 1040NR or 1040NR-EZ

Most students and employees in nonresident alien tax status will be able to use form 1040NR-EZ.  To determine which form you will need to use, review the criteria on the IRS website

NC State has obtained a license for the use of Windstar Tax Preparation Software, a web-based, tax preparation software designed exclusively for those in non-resident alien tax status in preparing their U.S. Federal Income Tax Return.  This software is similar to products available to U.S. Citizens and resident aliens, such as Turbo Tax and Tax Cut.  The user answers a series of questions and based on the answers Forms 1040NR & 8843 are completed.

Who can use Windstar?

Foreign Nationals who

  • Were in non-resident alien tax status for 2013
  • Are in the U.S. on a J-1 or F-1 visa
  • Received a 2013 W-2 and/or 1042-S from NC State
How do I get access to the software?

Windstar Access Codes will be available for purchase in Room 101 of the Administrative Services II Bulding (unless otherwise noted) on the following dates.   These are "walk-in" dates and times.  No appointment necessary.

  • Tuesday, March 11th - 9:00 am to 4:30 pm
  • Monday, March 17th - 9:00 am to 4:30 pm - Room 1117 in Admin I
  • Tuesday, March 25th - 9:00 am to 4:30 pm
  • Monday, March 31st - 8:30 am to Noon

There is a $5.00 charge for the Access Code.  Payment can be made by cash, check or by charging your student account. We can not accept Credit or Debit cards. Be sure to have your NCSU ID card with you to expedite the purchase process.

For students who are no longer in the Raleigh area who wish to purchase an access code, you can mail a check for $5.00, made payable to "NCSU", to NCSU, International Tax Section, Campus Box 7233, Raleigh, NC 27695.  Include an email address along with your check and we will email you the access code and instructions as soon as we receive the check. 

Anything else?
  • One access code per person
  • Students who are still employed on campus can have the $5.00 fee charged to their student account.  All others must pay using cash or check.  No credit/debit cards accepted.
  • Access code will be valid for use through June 2014
  • You will receive instructions on how to use the software when you purchase the code
  • This software can only prepare your Federal Income Tax Return.  You will still need to complete your North Carolina State Tax Return

Form 8843

All foreign nationals in nonresident alien tax status must complete Form 8843,   Complete Part I and III only. Attach form 8843 to your income tax return.  If you do not have to file an income tax return, send Form 8843 to the address indicated in the instructions for Form 8843 by April 15, 2013.  Be sure the form is signed and dated.   If you purchase an access code for the Windstar Tax Preparation Software mentioned above, the software will assist you with completing Form 8843.

 

North Carolina State Income Tax form D-400

Windstar Tax preparation software will assist you with your federal tax return.  You will also need to complete a state tax return. To assist you with completing this return we have put together a guide.  It is not meant to replace the instructions that are provided by the North Carolina Department of Revenue for completing your State tax return.  It is meant to supplement those instructions.

Filing your 2013 North Carolina Income Tax Return

Need more help?

To assist you with the tax return process International Employment and Taxation will be providing instructional sessions on the use of the Windstar Tax Return Preparation Software. 

These sessions will only provide assistance on how to use the software; they are not for tax assistance or advice.  University Payroll employees, including the International Taxation section, are not authorized to provide tax assistance or advice.

These instructional sessions will be held in Room 101 of the Administrative Services II Building (2711 Sullivan Drive) on the following dates:

  • Tuesday, March 18th at 3:00 pm
  • Monday, March 24th at 3:00 pm
  • Wednesday, April 9th at 10:30 am

To register go to the OIS website.  Registration is required and space is limited.

Links

U.S. Tax Guide for Aliens - 2011 Publication 519 (most recent edition)

Withholding of Tax on Nonresident Aliens and Foreign Entities - 2012 Publication 515

U.S. Nonresident Alien Income Tax Return - 2012 Form 1040 NR - Instuctions for Form 1040NR

North Carolina Individual Income Tax Return D-400 - Instructions for Form D-400

Phone Numbers

IRS International Tax Section 215-516-2000

NC Department of Revenue  877-252-4052

Additional Information

According to the Internal Revenue Service: 

You do not need to file form 1040NR if....your wages were less than $3,900 AND you have no other need to file a return to claim a refund of over withheld taxes, to satisfy additional withholding at source or to claim income exempt or partly exempt by treaty...

 

 

Last Edited: February 25th, 2014