Instructions to complete Federal and State tax forms
Before you start this process make sure you have at least one hour available to go through all the steps. This
should not take that long but it is preferable not to rush through the process. In order be able to successfully
go through all the steps, you must have the following things on hand:
1.
2.
3.
4.
5.
6.
7.
All W-2 forms (one per job you had in 2012)
Passport
Social Security Number (Tax Identification Number)
Previous tax returns if previously done.
Check book
Debit or credit card
Your account number and routing number (you can get this from any bank branch or on bottom of
the check)
Disclaimer: We are NOT professional tax experts and these instructions are to assist with a low cost online
tax return available for international students. There is NOT a screen shot for every single step. You will
need to read carefully and use your own logic if we do not have screen shot instructions.
Step 1
Got to www.olt.com and click start free edition on left. You will need to pay $7.95 at the end, since the
International form 1040NR is not free and cannot e electronically filed.
Step 2
Create user name
Create Password
Enter your email
VERY IMPORTANT
CLICK FORM
1040NR
Enter code and click
create account
Step 3.
Accept terms and Agreements
Step. 4
Log in information. Write down the information and continue.
Step 5
Click on Start my Return
Step 6
Select sections that apply to YOU.
Save & continue return
Step 7 Price of website
The cost of the website is $7.95 to do federal tax returns and another $7.95 to do the state tax returns. You
will pay for this at the end. Read carefully and continue
Step 8 Primary Information
Read and click the
ones that apply to you.
You should check all
except dependent and
extension.
Step 9 Contact information.
Write down your information.
Save and continue
Step 10 Tax treaty
Choose no
Save and continue
Step 11 Green card
Choose no
Save and continue
Step 12
Most cases should be yes
Save and continue
Step 13
Fill the required information.
Taxpayer identification number = social
security number
Student
Identification pin leave blank
Answer all questions with your own
answers. Primary tax payer is you.
Student: yes and you can put 12
months unless you just arrived to US in
August 2012.
International students are not eligible
for EIC(Earned Income Credit) so
answer NO to both.
Save and continue
Step 14
Enter your Current address
Step 15
Write down you country
NO
Yes
Continue
Step 16
READ CAREFULLY AND SELECT THE ONE
THAT APPLIES TO YOU
Step 17
Click NO and continue.
IF YOU ARE CLAIMED
ON ANOTHER U.S. TAX
RETURN THEN CONSULT
A TAX PROFESSIONAL –
THESE INSTRUCTIONS
ARE NOT FOR YOU.
STOP HERE!
Step 18
Review all the personal information that you wrote down in the previous steps and make sure it is correct.
Step 19
Click on the first and then you will enter
your W-2 information in the next step.
DISCLAIMER: IF YOU HAVE A TAX
TREATY OR A 1042S FROM msu WE
ARE UNSURE OF THE SCREEN STEPS T
ENTER THAT. TRY TO DO IT ON YOUR
OWN.
Step 20
Select ADD NEW W-2 and continue
Step 21
Click to block auto calculation
copy information from every box of
your w-2 exactly how it is into the
website.
Make sure to scroll down and enter
state tax information.
Step 22.
If you have more than one W-2 (you get
one W-2 per employer (MSU and
Sodexo you had in 2012) repeat step
20.
If you only had one W-2, Select Done
with W-2 Category and continue.
Step 23
International Students do not qualify
for any of the following so scroll down
and continue.
Scholarship and fellow ship grants.
Contribution scholarship does
APPLY
NOT
Step 24 itemized deduction/ standard deductions.
Save and continue return
Step 25. Itemized deduction
This amount should be the same as the
state tax withheld from your W-2 if not
auto filled write in the state tax.
Step 26 Gifts contributed Summary
Charity gift no. Continue
Step 27 Gifts contributed
Leave this at 0 and continue.
Step 28 Form 8283 – NonCash charitable contributions
Make sure to select NO and continue.
Step 29
You do not have to do
any of these forms,
unless they apply to
you.
If they don’t, just click
done with non chash
donations
Step 30 Form 4684.
Do not fill out this form.
Save and continue.
Step 31 Employee business expenses
Do not fill this form. Save and Continue.
Save and continue
Step 32 BUSINESS USE OF HOME FOR EMPLOYEES OR PARTNERS
Business use of home: no
Save and continue.
Step 33. Itemized deduction
Scroll down and continue. Do not change anything
Step 34. Itemized deduction check list.
You don’t have to do anything here.
Just click done with itemized section.
Step 35. Tax section
You don’t have to do anything here.
Just click done with itemized section.
Step 36. Credit section
Do not fill any of the forms. Just scroll down and continue.
Step 37. Other credits.
Do not fill any of the forms. Just scroll down and continue
Step 38. Other taxes.
Do not fill any of the forms. Just scroll down and continue.
Step 39. Payment section checklist
Do not fill any of the forms. Just scroll down and continue.
Step 40. Miscellaneous section.
Do not fill any of the forms. Just scroll down and continue.
Step 41. Form 2210/2210F Underpayment of Estimated taxes
Click do not File form and
continue.
.
Step 42.
This page will tell you if you have a
refund or you have to pay federal taxes.
DO NOT worry about the warning. It
just means you will have to print the
forms when you are done and mail
them.
Save and continue
Step 43
If you get a refund, you can choose how
you want to get your refund.
Direct deposit takes the least amount
of time.
Step 44
If Step 43 says you are due a refund you
can have it deposited directly to your
bank account.
Select if it is a checking or savings
account.
Routing number goes here.
Account number.
You can ask your bank for this
information.
Check the last box. If you have a state
refund, the website will use the same
information to deposit your state
refund.
Step 45
Recommended to click no for paying
next year taxes. It keeps things easier.
Save and continue.
Step 46. Review and print your tax form
This is where you can click on the
completed forms to print them out.
Click save and continue to finish the
State forms.
Step 47. State information
Click on revisit
Step 48
Check the box and continue.
Step 49 State tax return
Yes, I would like to complete my MN
return
Save and Continue.
Step 50
Save and Continue.
Step 51
no
Step 52
Make sure the None option is selected. Save and continue.
Step 53 Minnesota State – M1NC
Do not change anything. Save and Continue.
Step 54
Read and check any if they apply. Most
likely it is NO on both.
Save and Continue.
Step 55
None of these apply to International
Students. Scroll to the bottom.
Done with all sections.
Step 56
This Page will tell you if you get a
refund and how much or how much
you need to pay.
If you need to pay taxes, select the first
option. You can send the check with all
the forms in one envelope.
Step 57
Click on every link individually to open
them. You can print them.
Save and continue.
Step 58
This page indicates your State tax has
been prepared.
Save and continue.
Step 59
MAKE SURE THE FIRST OPTION IS
SELECTED. TO AVOID ANY PROBLEMS,
YOU SHOULD MAIL YOUR TAX
RETURNS, FEDERAL AND STATE BY
MAIL.
Save and continue.
Step 60
Write down your debit/credit card information and pay. Whenever you log in, it will take you directly to Step
57, where you have access to the completed forms.
Step 61 – Mailing your tax forms.
In one envelope put in your 1040NR, 8843 and a copy of your W-2 forms.
Send to :
Department of Treasury
Internal Revenue Service
Austin, TX 73301
In another envelope, put in a copy of your 1040NR form, MN1, MN W and a copy of your W-2.
Send to:
Minnesota Individual Income Tax
St.Paul, MN 55145
IT IS A GOOD IDEA TO HAVE A COPY OF ALL THE FORMS YOU SEND AS A REFERENCE FOR NEXT YEAR.