Breadcrumb Navigation:

Human Resources > Payroll > Current Page

Annual Tax Filing Information for Foreign Nationals

help button.  click this to display help form

Ask a question

Name: Your email: Question:

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 2015 Tax Returns is April 15, 2016

Year End Tax Statements

Preparing your 2015 Tax Returns

Before you start preparing your 2015 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 nonresident 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.

Please note that those in nonresident alien tax status must file form 1040NR or 1040NR-EZ. Most public software is not able to support the specifications of form 1040NR requirements. Please make sure if you use other tax return software or outside counsel that they are filing form 1040NR on your behalf.

We suggest that you make copies of all tax documentation before it is submitted to the IRS and state tax agencies, for your records.

Who can use Windstar?

Foreign Nationals who

  • Were in non-resident alien tax status for 2015
  • Are in the U.S. on a J-1 or F-1 visa
  • Received a 2015 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 during the following walk-in sessions.
All sessions are located in Administrative Services II.

Thursday, March 24th
9:00am 12:00pm
2:00pm 4:30pm

Friday, March 25th
9:00am 12:00pm
2:00pm 4:30pm

Wednesday, April 6th
9:00am 12:00pm
2:00pm 4:30pm

Tuesday, April 12th
9:00am 12:00pm
2:00pm 4:30pm

There is a $5.00 charge for the Access Code. Payment can be made by cash, check, or money order. We cannot 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 or money order for $5.00, made payable to "NCSU", to NCSU, International Employment and Taxation, Campus Box 7233, Raleigh, NC 27695. Include an e-mail address along with your check and we will e-mail you the access code and instructions as soon as we receive the check.

Anything else?

  • One access code per person
  • Access code will be valid for use through June 2016
  • 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 also 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, 2016. 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 2015 North Carolina Income Tax Return

The guide will be updated for filing 2015 North Carolina Tax Return and will be available in February 2016.

Need more help?

To assist you with the tax return process International Employment and Taxation will be providing an instructional session on the use of the Windstar Tax Return Preparation Software on Monday, April 4th:

Information Session on Monday April 4th Starting at 2:30 pm
Location: Administration Building II Room 101
Please bring your laptop & Windstar Tax Resource Access Code to the session.

Links

U.S. Tax Guide for Aliens - 2014 Publication 519 (most recent edition)

Withholding of Tax on Nonresident Aliens and Foreign Entities - 2015 Publication 515

U.S. Nonresident Alien Income Tax Return - 2015 Form 1040 NR - Instructions 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