  {"id":175,"date":"2018-01-13T17:06:12","date_gmt":"2018-01-13T17:06:12","guid":{"rendered":"https:\/\/www.macalester.edu\/160-isp\/taxes\/"},"modified":"2026-04-09T17:34:00","modified_gmt":"2026-04-09T22:34:00","slug":"taxes","status":"publish","type":"page","link":"https:\/\/www.macalester.edu\/isp\/taxes\/","title":{"rendered":"Taxes"},"content":{"rendered":"<section class=\"alert-box block-container\" >\n    <div class=\"alert-box__container\">\n        <div class=\"alert-box__content\">\n                <div class=\"alert-box__card\">\n                    <div class=\"alert-box__card-container\" >\n                        <div class=\"alert-box__card-inner\">\n                            <div class=\"alert-box__card-inner-content\">\n                                <h3 class=\"alert-box__card-heading\">All international students must submit U.S. tax forms, even if you earned no income.<\/h3>\n                                <p class=\"alert-box__card-copy\">Complete our survey below and attend one of our <b> review sessions <\/b>after completing TaxSlayer: <p>   <li><p class=\"alert-box__card-copy\">  <b>March, 16 <\/b> (Monday-Spring Break) \u2013 10am-12:30pm<\/li>  <li><p class=\"alert-box__card-copy\">  <b>March, 24 <\/b>(Tuesday) \u2013 4:30-6:30pm<\/li>  <li><p class=\"alert-box__card-copy\">  <b> March, 28<\/b> (Saturday) \u2013 10:30am-12:30pm<\/li>  <li><p class=\"alert-box__card-copy\">   <b> April, 1 <\/b>(Wednesday) \u2013 3:30-5:30pm   <li><p class=\"alert-box__card-copy\">   <b>April, 2 <\/b> (Thursday) \u2013 4:30-6:30pm<\/p>  <li><p class=\"alert-box__card-copy\">  <b>April, 3 <\/b> (Friday) \u2013 2:30-3:30pm  <li><p class=\"alert-box__card-copy\">  <b>April, 7 <\/b> (Tuesday) \u2013 4:30-6:30pm  <li><p class=\"alert-box__card-copy\">  <b>April, 8 <\/b> (Wednesday) \u2013 3:30-5:30pm  <li><p class=\"alert-box__card-copy\">  <b>April, 10 <\/b> (Friday) \u2013 2:30-3:30<li><p class=\"alert-box__card-copy\">  <b>April, 11 <\/b> (Saturday) \u2013 10:30am-12:30pm<\/p>\n                                <div class=\"alert-box__card-cta\">\n                                   <a href=\"https:\/\/macalesterassessment.co1.qualtrics.com\/jfe\/form\/SV_bNlG9RDFfpOrt30\" target=\"_self\"> ISP Tax Survey<\/a>\n                                <\/div>\n                            <\/div>\n                        <\/div>\n                <\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"collection-deadlines block-container\" >\n    <div class=\"collection-deadlines__inner\">\n        <div class=\"collection-deadlines__content\">\n                            <h2 class=\"collection-deadlines__heading\">2025-26 Important Dates<\/h2>\n                                        <h3 class=\"collection-deadlines__subheading\"><\/h3>\n                                    <p>You\u00a0must\u00a0attend the tax help session(s) to review and file your returns. See session dates below.<\/p>\n                                <ul class=\"collection-deadlines__deadline-group\">\n                                            <li class=\"collection-deadlines__deadline\">\n                            <span class=\"collection-deadlines__deadline-name\">Last Day of ISP Tax Review<\/span>\n                            <span class=\"collection-deadlines__deadline-divider\">\n                            \t<svg aria-hidden=\"true\" class=\"base-symbol collection-deadlines__deadline-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-caret.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n                            <\/span>\n                            <span class=\"collection-deadlines__deadline-date\">April 10, 2026<\/span>\n                        <\/li>\n                                            <li class=\"collection-deadlines__deadline\">\n                            <span class=\"collection-deadlines__deadline-name\">Tax Filing Deadline<\/span>\n                            <span class=\"collection-deadlines__deadline-divider\">\n                            \t<svg aria-hidden=\"true\" class=\"base-symbol collection-deadlines__deadline-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-caret.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n                            <\/span>\n                            <span class=\"collection-deadlines__deadline-date\">April 15, 2026<\/span>\n                        <\/li>\n                                    <\/ul>\n                                    <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"context-image block-container context-image--right\" id=\"reviewdates\">\n    <div class=\"context-image__inner\">\n        <div class=\"context-image__image-column\">\n            <div class=\"context-image__image-wrapper\">\n                <img decoding=\"async\" alt=\"\" aria-hidden=\"true\" class=\"context-image__texture\" src=\"\/wp-content\/themes\/macalester-2020\/dist\/images\/texture-context-image.png\">\n                <img decoding=\"async\" alt=\"Illustration to announce start of tax season\" class=\"context-image__image\" src=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2024\/12\/Blue-Yellow-and-White-Playful-Tax-Business-Pitch-Deck-Presentation-3.png\">\n            <\/div>\n        <\/div>\n        <div class=\"context-image__text-column\">\n            <div class=\"base-lockup\">\n\t\t\t    \t\t\t        <span class=\"base-lockup__label\">2025-26<\/span>\n\t\t\t    \t\t\t    \t\t\t        <h2 class=\"base-lockup__heading\">Tax Review Sessions<\/h2>\n\t\t\t    \t\t\t    \t\t\t        <p class=\"base-lockup__copy\">ISP will review your tax return before your submit. Please, have your tax return ready in TaxSlayer. <b>Gather your 1040NR and all tax forms (W-2, 1042-S, etc) before you attend an ISP review session, and bring your laptop.<\/b>\r\n<p>\r\n<p>\r\nAttending earlier dates will prevent wait time.<p>\r\n<p>\r\n<u>\r\n2026 Review dates:<\/u>\r\n<ul>\r\n  <li><b>March, 16<\/b> (Monday-Spring Break) &#8211; 10am-12:30pm<\/li>\r\n  <li><b>March, 24 <\/b>(Tuesday) &#8211; 4:30-6:30pm<\/li>\r\n  <li><b>March, 28<\/b> (Saturday) &#8211; 10:30am-12:30pm<\/li>\r\n<li><b>April, 1 <\/b>(Wednesday) &#8211; 3:30-5:30pm<\/li>\r\n<li><b>April, 2 <\/b>(Thursday) &#8211; 4:30-6:30pm<\/li>\r\n<li><b>April, 3<\/b> (Friday) &#8211; 2:30-3:30pm<\/li>\r\n<li><b>April, 7 <\/b>(Tuesday) &#8211; 4:30-6:30pm<\/li>\r\n<li><b>April, 8<\/b> (Wednesday) &#8211; 3:30-5:30pm<\/li>\r\n<li><b>April, 10<\/b> (Friday) &#8211; 2:30-3:30<\/li>\r\n<li><b>April, 11<\/b> (Saturday) &#8211; 10:30am-12:30pm<\/li>\r\n<\/ul>\r\n<\/p>\n\t\t\t    \t\t\t    \t\t\t<\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n\n\n<p><\/p>\n\n\n<section class=\"card-group block-container three-col-txt card-group--3\" >\n            <div class=\"card-group__header-container\">\n            <div class=\"card-group__header-inner\">\n                <div class=\"base-lockup\">\n                                                                <h2 class=\"base-lockup__heading\">Tools<\/h2>\n                                                        <\/div>\n            <\/div>\n        <\/div>\n        <div class=\"card-group__cards-container\">\n                    <article class=\"card-group__card\">\n                                <div class=\"card-group__card-inner\">\n                                            <h3 class=\"card-group__card-headline\">\n                                                    <a href=\"https:\/\/www.online-tax.net\/glogin.asp\" target=\"_blank\">\n                                                Glacier Tax Prep\n                                                    <\/a>\n                         \n                        <\/h3>\n                                                                <p class=\"card-group__card-copy\">Prepare your federal taxes.\r\nNote that you cannot submit taxes through GTP.<\/p>\n                    \n                                            <div class=\"card-group__card-cta\">\n                            <a class=\"base-cta-secondary\" href=\"https:\/\/www.online-tax.net\/glogin.asp\" target=\"_blank\">GTP<\/a>\n                        <\/div>\n                                                            \n                <\/div>\n            <\/article>    \n                    <article class=\"card-group__card\">\n                                <div class=\"card-group__card-inner\">\n                                            <h3 class=\"card-group__card-headline\">\n                                                    <a href=\"https:\/\/tools.nrvtap.com\/treatybenefits\" target=\"_blank\">\n                                                Tax Treaty\n                                                    <\/a>\n                         \n                        <\/h3>\n                                                                <p class=\"card-group__card-copy\">Check your country&#8217;s tax-treaty benefits.<\/p>\n                    \n                                            <div class=\"card-group__card-cta\">\n                            <a class=\"base-cta-secondary\" href=\"https:\/\/tools.nrvtap.com\/treatybenefits\" target=\"_blank\">NRVTAP Treaty Benefits<\/a>\n                        <\/div>\n                                                            \n                <\/div>\n            <\/article>    \n                    <article class=\"card-group__card\">\n                                <div class=\"card-group__card-inner\">\n                                            <h3 class=\"card-group__card-headline\">\n                                                    <a href=\"https:\/\/tools.nrvtap.com\/aminra\" target=\"_blank\">\n                                                Federal Tax Residency\n                                                    <\/a>\n                         \n                        <\/h3>\n                                                                <p class=\"card-group__card-copy\">Determine your status of residency for tax purposes.<\/p>\n                    \n                                            <div class=\"card-group__card-cta\">\n                            <a class=\"base-cta-secondary\" href=\"https:\/\/tools.nrvtap.com\/aminra\" target=\"_blank\">NRVTAP Nonresident Alien<\/a>\n                        <\/div>\n                                                            \n                <\/div>\n            <\/article>    \n                    <article class=\"card-group__card\">\n                                <div class=\"card-group__card-inner\">\n                                            <h3 class=\"card-group__card-headline\">\n                                                    <a href=\"https:\/\/macalester.leapfile.net\/\" target=\"_blank\">\n                                                Secure File Transfer\n                                                    <\/a>\n                         \n                        <\/h3>\n                                                                <p class=\"card-group__card-copy\">Enter <strong>isp@macalester.edu<\/strong> as the recipient to send tax documents securely.<\/p>\n                    \n                                            <div class=\"card-group__card-cta\">\n                            <a class=\"base-cta-secondary\" href=\"https:\/\/macalester.leapfile.net\/\" target=\"_blank\">LeapFile<\/a>\n                        <\/div>\n                                                            \n                <\/div>\n            <\/article>    \n            <\/div>\n<\/section>\n\n\n<accordion-container\n    tag=\"section\"\n    class=\"accordion-group block-container\"\n    id=\"steps\">\t\n\t<div class=\"accordion-group__outer\">\n\t    \t        <h2 class=\"accordion-group__heading\">Steps to File Taxes<\/h2>\n\t    \t    <ul class=\"accordion-group__list\">\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-1\"\n\t                        id=\"accordion-group-heading-button-1\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">1. Determining Tax Residency Status<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-1\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><a class=\"action-btn\" href=\"https:\/\/www.instagram.com\/p\/C33CiK2OF1f\/?img_index=1\">VISUAL GUIDE<\/a><\/p>\n<p>ISP staff is only trained to assist currently enrolled students who are\u00a0<strong>Non-Resident Aliens for Tax Purposes<\/strong>, which include:<\/p>\n<ul>\n<li><strong>F-1 students<\/strong> whose presence in the U.S. does not exceed 5 calendar years (this often applies to current students and alumni within the calendar year after graduation, unless they were in the U.S. before Macalester). For example, if Joe came to Macalester with an F-1 visa in 2021, they would become a resident alien for tax purposes starting January 1, 2026. They would still file their taxes for 2025 as non-resident aliens.<\/li>\n<li><strong>J-1 students\/scholars<\/strong> whose presence in the U.S. does not exceed 2 calendar years.<\/li>\n<\/ul>\n<p>If your presence in the U.S. exceeds the time frames mentioned above and you are a Resident Alien (RA) for Tax Purposes, see the section for <a href=\"https:\/\/www.macalester.edu\/isp\/taxes\/#moreinfo\">Resident Alien (RA) for Tax Purposes<\/a> below. GLACIER\u2019s Tax Summary Report will tell you what your tax residency status is. You can also use the <a href=\"https:\/\/tools.nrvtap.com\/aminra\">Am I a Nonresident Alien?<\/a> tool by NRVTAP. If you are still unsure, check with ISP.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-2\"\n\t                        id=\"accordion-group-heading-button-2\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">2. Collecting ALL Tax documents<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-2\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><a class=\"action-btn\" href=\"https:\/\/www.instagram.com\/p\/DVJyCYwFF66\/?img_index=1\">VISUAL GUIDE<\/a><\/p>\n<p>For more details on the purpose of each of the documents below and how to retrieve them, please refer to the <a class=\"external\" href=\"https:\/\/docs.google.com\/document\/d\/1kqWAFGndo_7GaxpcQKEgOohxIoPEAcg0daRy2amiQS8\/edit?usp=sharing\">2025 Tax Preparation document<\/a>.<\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Work income statements<\/strong><\/p>\n<p><input type=\"checkbox\" \/><strong>W-2 (income statement)<\/strong>:<\/p>\n<ul>\n<li><em>If you had any paid employment during 2025,<\/em> you will most likely have received a W-2 from your employer(s). If you haven\u2019t received a W-2 or other income statement, e.g. 1099, please request immediately from your employer.<\/li>\n<li><em>If you worked at Macalester<\/em> and chose to receive your W-2 electronically, log into 1600Grand \u2192 Money Matters \u2192 Employee Dashboard \u2192 Taxes \u2192 W-2 \u2192 Printable W-2; print 1 copy. Make sure you print landscape or part of the form might get cut off; otherwise bring the one that you got in your SPO. Check with ISP if we have your Macalester W-2.<\/li>\n<\/ul>\n<p><input type=\"checkbox\" \/><strong>1042-S income form:<\/strong><\/p>\n<p style=\"padding-left: 40px\">If you claimed a tax treaty with the U.S. and worked at Macalester, your employment income is reported on a Form 1042-S rather than a W-2.<\/p>\n<p><input type=\"checkbox\" \/><strong>1099 income form:<\/strong><\/p>\n<p style=\"padding-left: 40px\">Some employers may give you a Form 1099 for any income earned with them. You may also receive a Form 1099 for bank account interests earned.<\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Taxable financial aid, gift cards, tax treaty, etc.<\/strong><\/p>\n<p><input type=\"checkbox\" \/><strong>1042-S<\/strong><\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Other documents<\/strong><\/p>\n<p><input type=\"checkbox\" \/><strong>Previous year(s) tax return(s):<\/strong><\/p>\n<p style=\"padding-left: 40px\">If you filed federal or state taxes in the previous year(s), <span style=\"color: #d44420\">have that information with you<\/span>.<\/p>\n<p><input type=\"checkbox\" \/><strong>Taxable Grant Memo and\/or scholarship tax information:<\/strong><\/p>\n<p style=\"padding-left: 40px\">If you received financial aid that is greater than tuition cost, this will be part of the documents that GTP will create for your FEDERAL tax return (not Tax Summary Report in GLACIER).<\/p>\n<p><input type=\"checkbox\" \/><strong>Travel Documents:<\/strong>\u00a0passport, I-20,\u00a0<a class=\"external\" href=\"https:\/\/i94.cbp.dhs.gov\/I94\/\">travel history from\u00a0the I-94 site<\/a>.<\/p>\n<p><input type=\"checkbox\" \/><strong>Social Security Number<\/strong>\u00a0(if you have one, i.e., if you\u2019ve ever worked for money in the U.S.)<\/p>\n<p><input type=\"checkbox\" \/><strong>Bank account information<\/strong> (account and routing number), in case you receive a refund (if you have paid too much taxes).<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-3\"\n\t                        id=\"accordion-group-heading-button-3\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">3. Completing the Glacier Tax Prep (GTP)<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-3\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p>First-years and new transfer students: Your Tax Sessions (dates sent by Luyen) will be a workshop, where you will have an info session portion AND a working portion. Please do not stress too much about having everything done before the sessions.<\/p>\n<p>Returning students: Your Tax session will be a Quality Review session. Follow the instructions on our website carefully. (You may come to ISP office workers for questions, but it is your responsibility to follow the instructions)<\/p>\n<p><strong><a class=\"action-btn\" href=\"https:\/\/www.online-tax.net\/glogin.asp\">Glacier Tax Prep (GTP)<\/a><\/strong><\/p>\n<ul>\n<li>GTP is an online tax preparation site\u00a0(accessed through GLACIER) to\u00a0<em>prepare<\/em>\u00a0your\u00a0<strong>federal<\/strong>\u00a0taxes.\n<ul>\n<li><strong>GTP does not file your taxes for you\u2013it<\/strong><strong>\u00a0only prepares the documents to be sent by mail<\/strong>.<\/li>\n<li>If you have to file state tax, ISP will help prepare your MN state tax after reviewing your federal tax return.<\/li>\n<\/ul>\n<\/li>\n<li>You should have registered for GLACIER during PO4IS and created your username\/login. If you don\u2019t remember it, click \u201cforgot login.\u201d<\/li>\n<\/ul>\n<p><span style=\"color: #01426a\"><strong>How do I complete Glacier Tax Prep (GTP)?<\/strong><\/span><\/p>\n<ol>\n<li>Click the <b>green<\/b> link \u201cComplete my US Tax return using GLACIER Tax Prep (or GTP).\u201d \u2013 If you choose any other link like View\/Update that is the wrong link \u2013 it will not complete your federal tax return.<\/li>\n<li>Click through and complete all personal information.<\/li>\n<li>For the country of tax residence, most students will put the country from their passport. If in doubt, talk to ISP.<\/li>\n<li>On the page \u201cInformation about your visits to the US,\u201d enter the dates as accurately as you can. We recommend looking up your U.S. travel history from the <a href=\"https:\/\/i94.cbp.dhs.gov\/I94\/#\/home#section\">I-94 site<\/a>, although it may not be complete. After you submit it, GTP will tell you your residency status on a page that says \u201cYou are a Non-Resident\/Resident for Tax Purposes.\u201d You are not able to put 2026 dates because this is only relevant up to the 2025 tax year.<\/li>\n<li>On the page \u201cIncome Statements\u201d copy all your income forms into the appropriate yellow fields, exactly as how they appear on paper. Most students have a W-2 and\/or a 1042-S, but you may also have only one or the other, or none. If you had paid internships in Minnesota or out of state, you will have one W-2 (or other income statement) per workplace. If your employer considered you an independent contractor, then you may receive a 1099-NEC or 1099-MISC. <b>You should have one income statement from each employer.<\/b> You may have also received another type of 1099 form. <i>If you don\u2019t know where to find these forms, see \u201cWhat forms do I need to complete Glacier Tax Prep?\u201d above.<\/i><\/li>\n<li>On the next page, when asked about your tax treaty, click \u201cI want to claim the maximum amount of exemption.\u201d You may also want to check the <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/p901.pdf\">summary of your tax treaty<\/a> to make sure it is the best option for you. If your country doesn\u2019t have a tax treaty, this page may not appear.<\/li>\n<li>On the page \u201cInstitution that Sponsored your Immigration Status,\u201d put Luyen Phan as the designated school official. Luyen\u2019s telephone number is 651- 696-6849.<\/li>\n<li>On the section \u201cAdditional Information\u201d (you can check your previous federal tax documents on GLACIER):\n<ol>\n<li>Did you ever make estimated tax payments? <i>No.\u00a0<\/i><\/li>\n<li>Have you ever filed a previous tax return? <i>If you didn\u2019t file US taxes last year, NO. If you did, YES. Most students completed the 1040NR prior to the 2025 tax year.<\/i><\/li>\n<li>On your Form 1040-NR, were you eligible for a tax refund that you instructed the IRS to keep and apply to any refund that you may have in 2024? <i>No.<\/i><\/li>\n<li>Did you claim the tax treaty benefit?\u00a0<em>If you haven\u2019t filed taxes before, &#8220;no&#8221;. If you did and chose &#8220;yes&#8221; previously, then select &#8220;yes&#8221;.<\/em><\/li>\n<li>Do you have any dependents?\u00a0<em>No, unless you have children or a spouse.<\/em><\/li>\n<li>Did you pay any interest?\u00a0<em>This may apply to those of you who graduated and started paying interest on your student loans. Check Form 1098-E that you should have already received.<\/em><\/li>\n<\/ol>\n<\/li>\n<li>On the section \u201cAdditional Information\u201d, on the page Non-Service \/ Scholarship Expenses in GLACIER Tax Prep (GTP), example below:<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6647\" src=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m-300x104.png\" alt=\"\" width=\"551\" height=\"191\" srcset=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m-300x104.png 300w,   https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m-1024x355.png 1024w,   https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m-768x267.png 768w,   https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m-1536x533.png 1536w,   https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2025\/03\/Captura-de-Pantalla-2025-03-10-a-las-4.44.14-p.m.png 1648w\" sizes=\"auto, (max-width: 551px) 100vw, 551px\" \/>You should not fill out this section if you never received this money directly to your bank account or as a check. Most students get this money directly applied to the costs of Room and Board, so they can\u2019t decide to use this money for tuition or books. If you did receive any part or the full amount of this scholarship, only report the amounts that were used on \u201c<i>Tuition and Required Fees for Enrollment at Institution<\/i>\u201d and \u201c<i>Books and Supplies (purchased from any source)<\/i>\u201d <b>YOU MUST HAVE receipts<\/b>.<\/li>\n<li>If you are due a refund, GTP will ask you how you would like to receive your tax refund. We recommend direct deposit as the faster and easier route. Make sure you know your bank account and routing numbers. Getting your refund may take up to between a month and a year.<\/li>\n<li>Click the green button that says \u201cprint forms.\u201d Do not print the instruction page, start by printing from page 2. Print one double sided copy. If you have a 1042-S, print ONE COPY SINGLE-SIDED from GLACIER. Note: These are NOT the \u201cTax Summary\u201d forms.<\/li>\n<\/ol>\n<p>Congratulations! You have finished your federal forms through Glacier Tax Prep \u2013 do not mail or pay any money until ISP reviews your federal return and if needed, ISP will help prepare MN state return.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-4\"\n\t                        id=\"accordion-group-heading-button-4\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">4. Tax Survey<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-4\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><span style=\"color: #d44420;font-size: 1.2em\"><strong>* To receive this year&#8217;s TaxSlayer link, you must correctly fill out the Tax Survey.<\/strong> Make sure you finish Federal Return via <a class=\"external\" href=\"https:\/\/www.online-tax.net\/glogin.asp\">GTP<\/a> BEFORE filling out the survey.<\/span><\/p>\n<p><strong><a class=\"action-btn\" href=\"https:\/\/macalesterassessment.co1.qualtrics.com\/jfe\/form\/SV_bNlG9RDFfpOrt30\">Tax Survey<\/a><\/strong><\/p>\n<p><span style=\"color: #01426a;font-size: 1.1em\"><strong>If you are an NRA and were NOT able to complete the survey&#8230;<\/strong><\/span><\/p>\n<p><input type=\"checkbox\" \/>Retrieve all necessary documents and fix the error(s) shown.<\/p>\n<p><input type=\"checkbox\" \/>Complete Glacier Tax Prep (GTP).<\/p>\n<p><input type=\"checkbox\" \/>Fill out this Tax Survey from the beginning. Your previous answers are not saved.<\/p>\n<p><span style=\"color: #01426a;font-size: 1.1em\"><strong>If you are an NRA and completed the survey&#8230;<\/strong><\/span><\/p>\n<p><input type=\"checkbox\" \/>Check your inbox for the summary of this survey and the TaxSlayer link.<\/p>\n<p><input type=\"checkbox\" \/>Show up to the Tax Help Session(s) that you signed up for. Even if you only have the Form 8843, you still must attend one of the sessions.<\/p>\n<p><span style=\"color: #01426a;font-size: 1.1em\"><strong>If you are an exchange student&#8230;<\/strong><\/span><\/p>\n<p><input type=\"checkbox\" \/>Please look out for an email from one of the ISP student staff to your Macalester email.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-5\"\n\t                        id=\"accordion-group-heading-button-5\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">5. Tax Slayer\u24c7 Instructions<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-5\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p>If after completing the Tax Season Help Survey (Section 4) you need to continue your federal and state tax returns in TaxSlayer (because you have more than Form 8843 as part of your federal return in GTP), refer to ISP emails sent with the special TaxSlayer software link. <strong>You must complete TaxSlayer prior to coming to ISP to have your return reviewed before you file.<\/strong><\/p>\n<p><strong>Tax Treaty<\/strong>\u00a0\u2013\u00a0Use\u00a0this\u00a0<a href=\"https:\/\/tools.nrvtap.com\/treatybenefits\">resource<\/a>\u00a0to find out whether your country has a tax treaty with the United States. You should not need to create an account from the website, but if asked please do so. You can also review GTP-produced\u00a0<strong>Form 1040-NR \u2192 Schedule OI \u2192 Line L<\/strong>\u00a0for additional help.<\/p>\n<p style=\"color: #d44420;font-size: 1.2em\"><strong>The instructions are from 2023 tax year; however, they are still applicable to this year&#8217;s filing.\u00a0<\/strong><\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>1. [Federal] Three Basic Scenarios<\/strong><\/p>\n<p>* Select the scenario that matches your situation<\/p>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2026\/04\/TaxTreaty_NRA_TaxSlayer_v2025.pdf\">NRAs <strong>with Tax Treaty<\/strong> (PDF)<\/a><\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li><a class=\"download\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2026\/04\/2025-TaxSlayer-SC-Treaty-Benefits-Do-Not-Match-1042-S.pdf\">Treaty Benefits Do Not Match 1042-S (PDF)<\/a> (If you have a tax treaty but didn\u2019t claim it with Macalester immediately, you received W-2 instead 1042-S or got both a W-2 AND 1042-S for work income you <strong>must also follow these instructions<\/strong>)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2026\/04\/NoTaxTreaty_NRA_TaxSlayer_v2025.pdf\">NRAs <strong>without Tax Treaty<\/strong> (PDF)<\/a><\/p>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2026\/04\/India_NRA_TaxSlayer_v2025.pdf\">NRAs <strong>from India<\/strong> (PDF)<\/a><\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>2. [State] MN Return Instructions<\/strong><\/p>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2026\/04\/MN_TaxSlayer_v2025.pdf\">MN State (PDF)<\/a><\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>3. You might also have these special scenarios:<\/strong><\/p>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2024\/03\/2023-TaxSlayer-SC-Investment-Transactions-v1.pdf\">Investment Income (PDF)<\/a> (e.g., 1099-INT, 1099-DIV, 1099-B)<\/p>\n<p style=\"padding-left: 40px\"><a class=\"action-btn\" href=\"https:\/\/www.macalester.edu\/isp\/wp-content\/uploads\/sites\/405\/2024\/03\/2023-TaxSlayer-file-MN-and-other-states-v1.pdf\">MN and Other State(s) (PDF)<\/a><\/p>\n<hr \/>\n<p style=\"font-size: 1.2em;color: #d44420\"><strong>DO NOT E-FILE (\/submit) YET! Have your completed federal and state returns reviewed by two (2) ISP staff <em>before<\/em> you can e-file.<\/strong><\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-6\"\n\t                        id=\"accordion-group-heading-button-6\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">6. Quality Reviews<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-6\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><span style=\"color: #01426a;font-size: 15pt\"><strong>Tax Help &amp; Quality Review Sessions<\/strong><\/span><\/p>\n<p>In Spring 2026, sessions for 2025 taxes will be hosted by ISP to review and help file your federal taxes (prepared using GTP and TaxSlayer) as well as state taxes (MN for all, other states for some).<\/p>\n<p><span style=\"color: #01426a;font-size: 1.1em\"><strong>Bring the following to your tax session:<\/strong><\/span><\/p>\n<p style=\"padding-left: 40px\"><input type=\"checkbox\" \/>One copy of your Glacier Tax Prep forms (do not print out the first page instruction sheet)<br \/>\n<input type=\"checkbox\" \/><strong>Print out<\/strong> any applicable tax income forms (W-2, 1042-S, 1099, etc)\u2013see where to find these above<br \/>\n<input type=\"checkbox\" \/>I-20<br \/>\n<input type=\"checkbox\" \/>Passport<br \/>\n<input type=\"checkbox\" \/>Social security number (SSN)<br \/>\n<input type=\"checkbox\" \/>Financial aid letters (memos) you might have received from federal forms produced by GTP<br \/>\n<input type=\"checkbox\" \/>Bank account if you have one in case you need to pay additional taxes and bank account information (account and routing number) in case you will receive a refund.<br \/>\n<input type=\"checkbox\" \/>Show up to the session on time! Filing taxes usually takes one (1) hour or more, so plan accordingly.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-7\"\n\t                        id=\"accordion-group-heading-button-7\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">7. E-Filing<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-7\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p style=\"color: #d44420;font-size: 1.1em\"><strong>You must get your return reviewed by two (2) ISP tax help staff BEFORE you e-file.<\/strong><\/p>\n<p><a class=\"action-btn\" href=\"https:\/\/drive.google.com\/file\/d\/1TBM3Vf8rdI32tuiumC1G37jicLzHrAjO\/view?usp=drive_link\">E-Filing Instructions (PDF)<\/a><\/p>\n<ul>\n<li>Federal return: 10-15 minutes after submitting you&#8217;ll get first email from IRS saying return received, and about day later or less you&#8217;ll get second hopefully confirming federal return accepted.<\/li>\n<li>MN (or other state) return: day or so after submitting state return (federal must be accepted before state is accepted) MN or other state will show return accepted.<\/li>\n<li>TaxSlayer also has screen that shows progress of federal or state return(s).<\/li>\n<\/ul>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Rejection Codes<\/strong><\/p>\n<p>If your tax return has been rejected, please identify the specific rejection code. Below are some common rejection codes and resolution steps.<\/p>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Common Rejection Codes<\/strong><\/p>\n<ul>\n<li><a class=\"external\" href=\"https:\/\/support.taxslayer.com\/hc\/en-us\/articles\/4407361302029-How-do-I-fix-Federal-Reject-Code-F1040-065\"><strong>F1040-065<\/strong><\/a>: federal payment and refund $0<\/li>\n<\/ul>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Next Steps<\/strong><\/p>\n<ol>\n<li>Locate your rejection code in the list above.<\/li>\n<li>Follow the resolution steps.<\/li>\n<li>Resubmit your corrected return promptly.<\/li>\n<\/ol>\n<p style=\"color: #01426a;font-size: 1.3em\"><strong>Additional Support<\/strong><\/p>\n<p>If your rejection code is not listed above, please email ISP immediately with a screenshot of the error message attached to <a href=\"mailto:isp@macalester.edu?subject=Tax%20Return%20Rejection\">isp@macalester.edu<\/a><\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-8\"\n\t                        id=\"accordion-group-heading-button-8\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Other things to consider<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-8\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><span style=\"color: #01426a;font-size: 1.3em\"><strong>Filing Taxes for Other States<\/strong><\/span><\/p>\n<p>If you have worked in a state other than Minnesota, we will still help you to review and complete your federal taxes. However, we will not be able to help you complete your out of state taxes this year. We will direct you to a service that can complete your state taxes for you. Please still attend the session(s) to get more information and have your federal taxes reviewed.<\/p>\n<p><span style=\"color: #01426a;font-size: 1.3em\"><strong>Rental Refund<\/strong><\/span><\/p>\n<p>If you paid rent in MN during 2025, depending on your income and many other variables, you may be eligible for a Renter\u2019s Property Tax Refund. <strong>This is very rare for Macalester students<\/strong>\u00a0since they don\u2019t usually meet the income requirements (scholarship, loans or money from families may be considered income). See more information on the\u00a0<a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/renters-property-tax-refund\">Renter\u2019s Property Tax Refund page<\/a>\u00a0of the Minnesota Revenue website.<\/p>\n<p><span style=\"color: #01426a;font-size: 1.3em\"><strong>Social Security and Medicare Refunds<\/strong><\/span><\/p>\n<div class=\"colorblock\">Non-residents for tax purposes, or F-1 students who have been in the US for <strong>less than 5 calendar years<\/strong> are not subject to Social Security and Medicare tax withholding (<a href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\/foreign-student-liability-for-social-security-and-medicare-taxes\">irs.gov<\/a>)<\/div>\n<p>If your employer accidentally withheld Social Security and Medicare from your pay, you are entitled to a refund claim. Always check your W-2 for that! Sometimes even Macalester does it by mistake.<\/p>\n<p>You should FIRST contact your employer for reimbursement BEFORE tax season begins.\u00a0 Share this language with your employer:<\/p>\n<blockquote><p>Under IRC Section 3121(b)(19) payees in a F-1, J-1, M-1, or Q-1 non-immigrant visa status are not subject to FICA.<\/p><\/blockquote>\n<p>If you are unable to get a refund from the employer, then file a claim for a refund through the IRS with the following completed forms and supporting documents after filing your tax return:<\/p>\n<p><strong>1. Complete <a class=\"external\" href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f843.pdf\">Form 843<\/a>\u00a0and\u00a0<a class=\"external\" href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8316.pdf\">Form 8316<\/a> after filing your 1040NR.\u00a0<\/strong><em><strong>Important:<\/strong>\u00a0<\/em>In form 843, line 6 (labeled \u201cOriginal Return\u201d) is a common place for error. Note that the appropriate box to be checked in that item is\u00a0941\u00a0and NOT 1040.\u00a0Similarly, the \u201cType of tax\u201d in line 3 should be\u00a0\u201cEmployment\u201d\u00a0and not \u201cIncome.\u201d<\/p>\n<p><strong>2. Attach photocopies of:<\/strong><\/p>\n<p><input type=\"checkbox\" \/>W-2<\/p>\n<p><input type=\"checkbox\" \/>Form 1040NR for the tax year in question<\/p>\n<p><input type=\"checkbox\" \/>Form I-94 front and back<\/p>\n<p><input type=\"checkbox\" \/>Form I-20 pages 1-2 (1-3 for the old I-20), with page 2 (3 for the old I-20) showing the name and address of the employer that withheld social security and Medicare from you<\/p>\n<p><input type=\"checkbox\" \/>Valid visa<\/p>\n<p><input type=\"checkbox\" \/>If relevant, the Employment Authorization Document of your OPT or Severe Economic Hardship work permit<\/p>\n<p><strong>3. Mail to address provided on Form 843 and\/or Form 8316.\u00a0<\/strong><\/p>\n<p><strong>4. Hold onto copies of any relevant documents <\/strong>Note: It may take up to a year for you to receive your refund and as a result it is very important that you keep copies of all important documents as well as list an address that will be valid for that period of time. Also, keep in mind that there is no easy way to follow up with the IRS on the status of this refund request.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t    <\/ul>\n\t<\/div>\n<\/accordion-container>\n\n\n<accordion-container\n    tag=\"section\"\n    class=\"accordion-group block-container\"\n    id=\"moreinfo\">\t\n\t<div class=\"accordion-group__outer\">\n\t    \t        <h2 class=\"accordion-group__heading\">Tax Related Resources and More Information<\/h2>\n\t    \t    <ul class=\"accordion-group__list\">\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-1\"\n\t                        id=\"accordion-group-heading-button-1\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Forms W-4, W-8 BEN \/ Tax Status Information<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-1\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><span style=\"color: #01426a;font-size: 1.3em\"><strong>Form W-4<\/strong><\/span><\/p>\n<p>If you accept paid employment through on-campus work-study or off-campus job (with the required immigration authorization through ISP), then your employer will require you to complete a\u00a0<a class=\"external download\" href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/fw4.pdf\">W-4 form<\/a>. This form will enable your employer to figure out how much income tax to withhold. When completing the W-4, it is important that you consult the following list of instructions and\u00a0<a class=\"external\" href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-4\">visit the IRS FAQ on W-4<\/a>\u00a0for additional information. Also, be sure to understand your tax status, explained below, as an international student.<\/p>\n<p><strong>Non-Resident Aliens (NRA) for Tax Purposes<\/strong>, which include:<\/p>\n<ul>\n<li>F-1 students\u00a0whose presence in the U.S. does not exceed\u00a0<strong>5<\/strong>\u00a0calendar years (this often applies to current students and alumni within the calendar year of graduation, unless they were in the U.S. before Macalester).<\/li>\n<li>J-1 students\/scholars whose presence in the U.S. does not exceed 2 calendar years.<\/li>\n<\/ul>\n<p><a class=\"external\" href=\"https:\/\/www.irs.gov\/individuals\/international-taxpayers\/foreign-student-liability-for-social-security-and-medicare-taxes\">Non-residents for tax purposes, or F-1 students who have been in the US for less than 5 calendar years are not subject to Social Security and Medicare tax withholding<\/a>. If your employer accidentally withheld Social Security and Medicare from your pay, you are entitled to a refund claim. Always check your pay stub and\/or your tax income statements for accidental withholding by your employer! Sometimes even Macalester does it by mistake. You should FIRST contact your employer for reimbursement. Share with your employer:<\/p>\n<blockquote><p><em>Under IRC Section 3121(b)(19) payees in a F-1, J-1, M-1, or Q-1 non-immigrant visa status are not subject to FICA.\u00a0<\/em><\/p><\/blockquote>\n<p>If you are unable to get a refund from the employer, file a claim for refund with the the forms and supporting documents noted in the section above, \u201cFiling Taxes: Step 5. Social Security and Medicare Refunds\u201d<\/p>\n<p><span style=\"color: #01426a;font-size: 1.1em\"><strong>Important Information for Completing Your W-4<\/strong><\/span><\/p>\n<p><strong>Step 1(b):<\/strong>\u00a0You are required to enter a social security number (SSN). If you do not have an SSN, you must apply for one through\u00a0<a class=\"external\" href=\"https:\/\/www.ssa.gov\/forms\/ss-5.pdf\">Form SS-5<\/a>, the Application for a Social Security Card. Access the\u00a0SS-5 Form\u00a0through the Social Security Administration (SSA) website, or contact any SSA office for more information. Note: you cannot enter an individual taxpayer identification number (ITIN).<\/p>\n<p><strong>Step 2(c):\u00a0<\/strong>Check the Single or Married filing separately box regardless of your actual marital status.<\/p>\n<p><strong>Step 4(c)<\/strong>: Write \u201c<strong>nonresident alien<\/strong>\u201d or \u201c<strong>NRA<\/strong>\u201d in the space below Step 4(c). If you would like to have an additional amount withheld, enter the amount in Step 4(c).\u00a0<strong>Note<\/strong>: Do not claim that you are exempt from withholding in the space below Step 4(c) of Form W-4 (even if you meet both of the conditions to claim exemption from withholding listed in the instructions to the Form W-4).<\/p>\n<div><strong>Note:\u00a0<\/strong>If you are filling out an electronic W-4 and cannot indicate your NRA status, contact your employer\u2019s human resources (or equivalent) department.<\/div>\n<p>If you are contracting with your employer, then you need to complete the <strong>W-8BEN<\/strong>. U.S. citizens use W-9s in this situation.<\/p>\n<p>For more information on filling out Form W-4 as a nonresident alien, please view the\u00a0<a class=\"external\" href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/n1392.pdf\">IRS\u2019s Notice 1392<\/a>, Supplemental Form W-4 Instructions for Nonresident Aliens, and\u00a0<a class=\"external\" href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-4\">visit the IRS FAQ on W-4<\/a>.<\/p>\n<p><span style=\"color: #01426a;font-size: 1.3em\"><strong>Form W-8 BEN<\/strong><\/span><\/p>\n<p>The <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-8-ben\">Form W-8 BEN<\/a> is a tax form used for foreign individuals to certify their foreign status and claim tax treaty benefits or exemption from U.S. withholding tax on certain types of income. Banks may send this out to confirm your non-resident alien (NRA) status and process taxes on interest income accordingly should the need arise.<\/p>\n<p>You may use this <a class=\"external\" href=\"https:\/\/drive.google.com\/file\/d\/13kB8njDMqXqgItf2K4eSjA-TRER0YB0V\/view?usp=sharing\">example form*<\/a> as a reference to fill out your W-8 BEN. The exact detail of of the form may differ depending on the bank; make sure to follow your bank&#8217;s instructions.<\/p>\n<p><em>*you must be logged in to the Macalester email account to access the example form.<\/em><\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-2\"\n\t                        id=\"accordion-group-heading-button-2\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Tax Payment and Refund<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-2\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p><span style=\"color: #01426a;font-size: 1.3em\"><strong>How to pay\/get refund<\/strong><\/span><\/p>\n<p>If you have to pay Federal taxes, follow this\u00a0<a class=\"external\" href=\"https:\/\/www.irs.gov\/payments\">Federal taxes payment link<\/a> to find your payment options.<\/p>\n<p>If you have to pay Minnesota taxes, follow this\u00a0<a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/make-payment\">Minnesota taxes payment link<\/a> to find your payment options.<\/p>\n<p>Check the\u00a0<a class=\"more external\" href=\"https:\/\/www.irs.gov\/Refunds\">status of your federal refund here.<\/a>.<\/p>\n<p>Check the\u00a0<a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/individuals\/individ_income\/pages\/draft-wmr-context-page.aspx\">status of your Minnesota refund here.<\/a><\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-3\"\n\t                        id=\"accordion-group-heading-button-3\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Studying Abroad<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-3\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p>Email us for more information and we&#8217;ll help you file your taxes through email. Contact ISP at least 2 weeks before April 15th deadline to provide time to review and correct any errors. Given the sensitivity of tax documents, we ask that you use a <strong>secure file transfer<\/strong> when sending us tax documents. Please follow the below steps:<\/p>\n<ol>\n<li>Read the tax instructions above and fill out the <a href=\"https:\/\/macalesterassessment.co1.qualtrics.com\/jfe\/form\/SV_bNlG9RDFfpOrt30\">Tax Survey<\/a> to see what you need to prepare <em>before<\/em> sending in your documents.<\/li>\n<li>Go to\u00a0<a class=\"submit\" href=\"https:\/\/macalester.leapfile.net\">macalester.leapfile.net<\/a><\/li>\n<li>Enter <strong>isp@macalester.edu<\/strong> as the recipient email<\/li>\n<li>Fill in the relevant information<\/li>\n<li>Attach all relevant files and click send<\/li>\n<li style=\"list-style-type: none\"><\/li>\n<\/ol><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-4\"\n\t                        id=\"accordion-group-heading-button-4\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Resident Alien for Tax Purposes<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-4\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p>Check the &#8220;Filing Taxes: Step 1. Determining Residency Status\u201d section above to see if this section applies to you.<\/p>\n<p>Learn if you need to file federal taxes by completing this <a class=\"external\" href=\"https:\/\/www.irs.gov\/uac\/do-i-need-to-file-a-tax-return\"><u>short filing survey from the Internal Revenue Services (IRS<\/u>)<\/a><strong>. <\/strong>Unfortunately, ISP can&#8217;t help you but you can easily file your federal and possibly state taxes as well using one of these <a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/individuals\/individ_income\/Pages\/Online_Filing_Software.aspx\">online filing sites<\/a>. Make sure to check whether federal\/state online filing in each of these sites is free or at a cost.<\/p>\n<p>You can also use an\u00a0online site for federal taxes and then\u00a0file your own Minnesota taxes\u00a0and fill out your own <a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/individuals\/individ_income\/Pages\/Individual_Income_Tax_Forms.aspx\">Minnesota tax\u00a0forms<\/a> using the <a class=\"external\" href=\"https:\/\/www.revenue.state.mn.us\/sites\/default\/files\/2026-01\/m1-inst-25.pdf\">Minnesota Tax Filing Instruction booklet<\/a><\/p>\n<p>Lastly, check out free services offered by\u00a0<a class=\"external\" href=\"https:\/\/prepareandprosper.org\/\">Prepare and Prosper<\/a> in Saint Paul, who help individuals and families making below certain income levels. Best of luck!<\/p>\n<p>If you are looking for a 1098-T form, note that you will only be issued one if<\/p>\n<ul>\n<li>You received a scholarship from the college and are a resident alien for tax purposes<\/li>\n<li>You have tuition and\/or mandatory fees assessed<\/li>\n<\/ul>\n<p>More information about the form can be found at <a class=\"more\" href=\"https:\/\/www.macalester.edu\/studentaccounts\/forms\/form1098t\/\">Student Account&#8217;s\u00a0IRS Form 1098-T<\/a> page.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t            <li class=\"accordion-group__list-item\">\n\t                <accordion-container-header\n\t                    tag=\"h3\"\n\t                    class=\"accordion-group__item-heading\"\n\t                >\n\t                    <accordion-container-header-button\n\t                        class=\"accordion-group__heading-button\"\n\t                        controls=\"accordion-group-5\"\n\t                        id=\"accordion-group-heading-button-5\"\n\t                    >\n\t                        <span class=\"accordion-group__button-text\">Alumni<\/span>\n\t                        <span class=\"accordion-group__icon-wrap\">\n\t                        \t<svg aria-hidden=\"true\" class=\"base-symbol accordion-group__button-icon\" viewbox=\"0 0 12 12\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t\t    <use xlink:href=\"\/wp-content\/themes\/macalester-2020\/dist\/svgs\/symbol-plus-small.svg#icon\"\/>\n\t\t\t\t\t\t\t\t<\/svg>\n\t                        <\/span>\n\t                    <\/accordion-container-header-button>\n\t                <\/accordion-container-header>\n\t                <accordion-container-panel\n\t                    id=\"accordion-group-5\"\n\t                    class=\"accordion-group__item-panel\"\n\t                >\n\t                    <div class=\"accordion-group__item-panel-inner\">\n\t                        <p><p>If you are still a Non-Resident Alien for Tax Purposes you should continue to use Glacier Tax Prep to complete your federal return. If you must complete your state return(s), Glacier Tax Prep has a link to Sprintax, a program you can pay for to help you complete your state returns.<\/p>\n<p>If you worked for Macalester and were issued a W-2, it was mailed to the permanent address that Macalester has on file. If you need another copy of your Macalester W-2, please email payroll@macalester.edu. Your 1042-S (if you received one) is accessible on Glacier.<\/p>\n<p>If you are looking for a 1098-T form, note that you will only be issued one if<\/p>\n<ul>\n<li>You received a scholarship from the college and are a resident alien for tax purposes<\/li>\n<li>You have tuition and\/or mandatory fees assessed<\/li>\n<\/ul>\n<p>More information about the form can be found at <a class=\"more\" href=\"https:\/\/www.macalester.edu\/studentaccounts\/forms\/form1098t\/\">Student Account&#8217;s\u00a0IRS Form 1098-T<\/a> page.<\/p><\/p>\n\t                    <\/div>\n\t                <\/accordion-container-panel>\n\t            <\/li>\n\t        \t    <\/ul>\n\t<\/div>\n<\/accordion-container>\n\n\n\n<p>For more information on why you file taxes, residency status, tax treaties, GLACIER and more, see the&nbsp;<a href=\"https:\/\/www.macalester.edu\/payroll\/taxes\/international\/\">Payroll International 日韩精品or Tax Instructions (FAQs)<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/p519.pdf\">Publication 519 \u2013 U.S. Tax Guide for Aliens<\/a>&nbsp;is also a useful source of information for preparing your tax returns.<\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>For more information on why you file taxes, residency status, tax treaties, GLACIER and more, see the&nbsp;Payroll International 日韩精品or Tax Instructions (FAQs). Publication 519 \u2013 U.S. Tax Guide for Aliens&nbsp;is also a useful source of information for preparing your tax returns.<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-175","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/pages\/175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/comments?post=175"}],"version-history":[{"count":502,"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/pages\/175\/revisions"}],"predecessor-version":[{"id":9611,"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/pages\/175\/revisions\/9611"}],"wp:attachment":[{"href":"https:\/\/www.macalester.edu\/isp\/wp-json\/wp\/v2\/media?parent=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}