Tax Filing Tree

Tax Year 2015 Filing Tree
for International Students & Scholars
1. Follow the “tax tree” below to decide what form(s) you should file:
Are you holding F-1 or J-1 status?


No 
Visit an accountant
or call H & R Block
Yes



Have you been present in the U.S.  Yes  (see above)
for more than 5 calendar years?

No

Did you have any income in 2014? (i.e. on-campus job, co-op internship, etc.)


Yes
No



File Form 8843 by April 15

Do you have any dependents (spouse or children) and/or “unreimbursed” business expenses, stock
transactions or large donations to US charities reported to the I.R.S.?


Yes

File 1040NR with Form 8843
attached by April 15 (Remember to
obtain Instructions for 1040NR)
No

File 1040NR-EZ with Form 8843
attached by April 15 (Remember to
obtain Instructions for 1040NR-EZ)
2. Obtain the necessary tax forms, instructions and publications:
Form 1040NR & Instructions – U.S. Nonresident Alien Income Tax Return
Form 1040NR-EZ & Instructions – U.S. Income Tax Return for Certain Nonresident...
Form 8843 – Statement for Exempt Individuals…
Publication 4011
3. Refer to the handout prepared by the International Students and Scholars Office titled “Tax Year 2015
Information for International Students & Scholars.” It includes a listing of where to find tax forms,
resources to assist you in completing your tax return, filing dates, addresses, an overview of the tax
regulations for international students, and more.
International Students and Scholars
Rev. 08/12/2015