Sprintax login Instructions-pdf

Filed in usa uni by on November 29, 2022 0 Comments

Sprintax login Instructions-pdf

What does Sprintax do?

  • Determines your federal tax residency status (“nonresident alien” (NRA) or “resident alien”). If it concludes that you are a resident alien, you are unable to continue using Sprintax and should visit the Resources for Filing a Resident Tax Return page for more information.
  • Applies all applicable tax treaty terms, allowances, and deductions.
  • Generates your required forms as PDFs, including an 8843 for each of your dependents, along with mailing instructions, for you to print, sign, and mail.
  • Offers the option of submitting a state tax return for an individual fee if you have a state tax burden.
Sprintax login Instructions-pdf

Sprintax login Instructions-pdf

How to File Taxes Using Sprintax

Step 1: Review Documents and Information You May Need

Determine which of the below forms and documents are applicable to you. If you had income from the United States, you will receive one or more forms (W-2, 1042-S, 1099) showing the nature, source, and amount of your income.

  1. Passport
  2. Visa/immigration status details, such as Form I-20 (F status) or Form DS-2019 (J status)
  3. Dates of U.S. entry and leave for current and previous visits. In addition to passport stamps, you may also study and print your U.S. travel history on this page.
  4. This form, W-2, reports your wage income if you worked. If you have many employers, you should receive a W-2 from each one. It is issued by January’s end for the previous year. Verify that the Human Resources department of any off-campus employers (CPT, OPT, STEM-OPT, Academic Training) has your current mailing address and contact them if you did not receive a W-2. Visit Access Your W-2 Information if you worked for Columbia to obtain an electronic copy. If you need a corrected W-2 or have any questions about your W-2, you can file a question through this Service Now Form or call the HR Service Center at 212-851-2888.
  5. 1042-S. This form is used to report (1) stipend, fellowship, scholarship, and travel grant income. The amount of a tuition exemption or reduction is NOT taxable income and is NOT reported on Form 1042-S. (2) revenue covered by a tax treaty (3) payment for additional services rendered on a semester-by-semester basis (e.g. note-taker).
    1. HR typically issues the 1042-S during the first two weeks of March. If you believe that Columbia should have sent you a 1042-S, please submit this Human Resources Service Center form or call them at 212 851-2888.
    2. If you obtained a fellowship from a U.S. source from another grantor, contact them.
    3. Only Nonresident Aliens, with a few exceptions for tax-exempt income based on treaties, receive this form. If your tax status changes to Resident Alien due to spending more than five years in the United States, you may not receive a Form 1042-S. If you are uncertain of your tax situation, you can log in to Sprintax to verify.
  6. 1099. This form is used to declare numerous forms of income. A 1099-INT could be interest on bank accounts, dividends, or capital gains. Interest earned on U.S. savings and checking accounts by nonresidents is not taxable. A 1099-MISC can be used to report earnings from freelance or independent contractor work.
  7. 1098-T. Because nonresidents are ineligible to claim education expense tax credits, this form is NOT required and CANNOT be used on their tax return. If you have become a federal tax resident, however, you can obtain 1098-T information on the Student Financial Services page.
  8. 1095-A, 1095-B, 1095-C. These forms reflect various types of health insurance coverage, however they are not required for a Nonresident tax return.

Step 2: Follow the Instructions in Sprintax to Complete Federal Tax Forms

Sprintax will prepare a Form 8843 for you and each of your dependents if you had no U.S. income. (Each dependent’s 8843 must be mailed in a separate envelope.)

Sprintax will generate the following if you have U.S. income:

  • a filled-out Form 8843 for you (and each of your dependents.)
  • a federal tax return using either form 1040NR-EZ or form 1040NR, depending on your situation.
  • A W-7 application for an ITIN if neither an SSN nor an ITIN is available. See Special Cases below.

Step 3: Complete Your State Tax Return, If Applicable

Sprintax will advise you if you must also file a state tax return once you have completed your federal return. If yes, you may utilize Sprintax for a one-time charge of $39.95. However, it is optional, and you may choose to file your own NY State or other state tax return.

Keep in mind that each state has its own income tax regulations, tax forms, and tax status classifications. Internal Revenue Service residence regulations differ from those of New York State. For federal tax reasons, you may be a nonresident alien, but for state tax purposes, you may be a resident. Learn more about a New York State Tax return on our page covering the fundamentals of U.S. income taxation.

Step 4: Log In and Create a Sprintax Account

Do not file your tax return for 2021 until you have received all of your income statements! Depending on the source of income, some students and scholars receive a W-2 and a 1042-S. Typically, the 1042-S is issued within the first two weeks of March.

When you log in below through the Columbia Portal using your UNI and password, you will be redirected to the Sprintax/Columbia website where you must create a new Sprintax account with a new username and password.

Step 5: Submit Your Completed Tax Forms By the Deadline

Remember to follow the complete mailing instructions provided by Sprintax and mail by the due date:

  • If you have a tax return indicating income, it is due on April 18, 2022. The IRS has extended the deadline, which is normally April 15;
  • If you received no income and are required to file only Form 8843, the due date is June 15, 2022.

Download full Sprintax login Instructions.pdf

Each dependent must submit their own Form 8843 in a separate envelope.

*Your mail must be postmarked or received by a courier service such as FedEx prior to the deadline.

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