ISSS does NOT have the expertise to advise on tax matters.
We offer this page only as general guidance and as a source of other resources available to you. If you have any questions about tax related issues that are not covered below, we recommend that you contact a tax professional.
Some important points to keep in mind:
- The general tax filing deadline this year is April 18, 2017.
- ISSS will send an email in late-February to individuals in F-1 and J-1 status with information on filing taxes in the US, as well as information on tax software for those filing as nonresident aliens. If you do not receive this tax information by the end of February, please email .
IF YOU HAVE NO INCOME:
All individuals present in the U.S. in F-1, F-2, J-1, or J-2 nonimmigrant status, regardless of age, must file Form 8843, even if they received NO income during 2016.
Form 8843 must be filed if an individual is:
These individuals are required to file Form 8843, even if otherwise not required to file a US income tax return.
When and Where To File: If you are filing only Form 8843, it should be sent to the Department of the Treasury, Internal Revenue Service Center, Austin, TX 73301-0215.
The Form 8843 Filing Deadline is June 15, 2017.
If you are not eligible for a Social Security number, but have received other income, such as from scholarships or investments, etc., you may apply for an International Tax ID Number (ITIN).
ISSS can provide an ITIN support letter as part of the W-7 filing only to F-1 and J-1 status holders who are sponsored by UPenn and require an ITIN for University purposes, such as a scholarship, fellowship or grant; or claiming reduced withholding under an income tax treaty.
To apply, non-resident aliens should present their original passport, visa, I-20 or DS-2019 to establish identity and status, together with a completed form W-7, in person to an ISSS advisor.
Form W-7 may be found here.
Tips for completing Form W-7:
Note: The ITIN must be issued by the IRS before a tax return can be filed.
If you need an ITIN for investments only, contact the financial institution for guidance.