- Federal Tax Mailing Address With or Without a Payment. New York State: If you are NOT including a payment, mail your return to: STATE PROCESSING CENTER PO BOX 61000 ALBANY NY 12261-0001. If you ARE including a payment (check or money order), mail your return (including Form IT-201-V) to: STATE PROCESSING CENTER PO BOX 15555 ALBANY NY 12212-5555
Where do I send my 2020 federal tax return?
Florida, Louisiana, Mississippi, Texas: Internal Revenue Service, P.O. Box 1214, Charlotte, NC 28201-1214. Alaska, Arizona, California, Colorado, Hawaii, Idaho, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming: Internal Revenue Service, P.O. Box 7704, San Francisco, CA 94120-7704.
Can I mail in my New York state tax return?
You may file a NY state tax return by mail. The New York Department of Taxation and Finance removed the penalty so you may file a NY state tax return by mail (see page 35: https://www.tax.ny.gov/pdf/current_forms/it/it201i.pdf).
Can I mail my tax return in a regular envelope?
Yes, you can use any color envelope. It’s also a good idea to mail your return using certified mail or a mailing service such as UPS or FedEx. This ensures you get a confirmation that the IRS received it.
What do I mail with my 1040?
Attach Forms W-2 and 2439 to the front of Form 1040. If you received a Form W-2c (a corrected Form W-2), attach your original Forms W-2 and any Forms W-2c. Attach Forms W-2G and 1099-R to the front of Form 1040 if tax was withheld. Hope that helps.
How do you address an envelope to the IRS?
In the upper left corner, write the date and the IRS address to which you are sending your correspondence. Create a subject line with “Re:” followed by your IRS notice number. You will see your IRS notice number in the upper right corner of the letter. Often, the notice number begins with CP or LP.
How do I send documents to the IRS?
Visit www.taxpayeradvocate.irs.gov or call 877-777-4778. Complete this form, and mail or fax it to us within 30 days from the date of this notice.
Where do I mail my federal tax return NC?
If you expect a refund, be sure to mail your return to the North Carolina Department of Revenue, PO Box R, Raleigh, NC 27634-0001. If you owe taxes, mail your return and payment to the North Carolina Department of Revenue, PO Box 25000, Raleigh, NC 27640-0640.
Do I need to attach my federal return to my New York return?
Do I attach my federal Form W-2, Wage and Tax Statement, to my New York State personal income tax return? No, beginning with tax year 2015, you must copy the required information from federal Form W-2 onto the New York State Form IT-2, Summary of W-2 Statement, and submit it with your return.
Where do I send my NYS income tax payment?
STATE PROCESSING CENTER, 575 BOICES LANE, KINGSTON NY 12401-1083. The private delivery service address was changed on August 28, 2015. To receive written proof of the delivery date, see the list of Designated Private Delivery Services.
Why can’ti e file my NY state return?
Yes, while New York generally requires you to e-file, there is an exception if the software does not allow for e-file. Because New York has a higher standard for identity verification that the IRS, it has become common for federal tax returns to be accepted for e-file and NY state tax returns to be rejected.
Do I staple my federal tax return?
Do not staple or paperclip your return. The only thing that should be stapled is/are your W2 form(s) or income documents that have tax withholding. Page 2 of the 1040 has a place marked at the top left where these items should be attached.
How many stamps do I need for a tax return envelope?
Affix the correct postage. Some tax returns include many forms and require additional postage. For First-Class letter-sized envelopes, one ounce is 55 cents and 15 cents for each additional ounce. A two-ounce letter-sized envelope is 70 cents.
Can I send 2 years of taxes in the same envelope?
If you are sending in multiple tax returns to the IRS or state, do not stuff them all together in one envelope without properly separating them. Place each tax return into its own large envelope and write the tax year on that envelope.
NEW YORK – Where to File Addresses for Taxpayers and Tax Professionals
|and you are filing a Form.||and youARE NOTENCLOSING A PAYMENT, then use thisaddress.||and youAREENCLOSING A PAYMENT, then use thisaddress.|
|1040||Department of the TreasuryInternal Revenue ServiceKansas City, MO64999-0002||Internal Revenue ServiceP.O. Box 931000Louisville, KY 40293-1000|
|1040-ES||N/A||Internal Revenue ServiceP.O. Box 931100Louisville, KY 40293-1100|
|1040-ES(NR)||N/A||Internal Revenue ServiceP.O. Box 1300Charlotte, NC 28201-1300|
|1040V||N/A||Internal Revenue ServiceP.O. Box 931000Louisville, KY 40293-1000|
|1040X||Department of the TreasuryInternal Revenue ServiceKansas City, MO 64999-0052||Department of the TreasuryInternal Revenue ServiceKansas City, MO 64999-0052|
|4868||Department of the TreasuryInternal Revenue ServiceKansas City MO 64999-0045||Internal Revenue ServiceP.O. Box 931300Louisville, KY 40293-1300|
Page was last reviewed or updated on December 10, 2021.
Where to File Paper Tax Returns With or Without a Payment
|Addresses by state for Form 1040, 1040-SR, 1040ES, 1040V, amended returns, and extensions (also addresses for taxpayers in foreign countries, U.S. possessions, or with other international filing characteristics)Taxpayers or Tax Professionals can use certainPrivate Delivery Services (PDS)designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments.|
- The states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, and the District of Columbia
- North Carolina
- North Dakota
- Rhode Island and the state of South Carolina.
|Mailing addresses for all types of returns: individual, corporation, partnership, and many others. Each form has its own page with the needed address for example1040,1040-SR,1040X,7004and941.|
Tax Exempt and Government Entities
|Where to file addresses for tax exempt and government entities.|
Page was last reviewed or updated on November 30, 2021.
Mailing address (personal income tax returns)
On your envelope, you must provide the following information:
- Your return address
- Adequate postage (some returns demand extra postage)
- And any other information you want to provide.
Send your return to the STATE PROCESSING CENTER, PO BOX 61000, ALBANY, NY 12261-0001, if you are not included a payment with your return. You must ship your return (containing Form IT-201-V) to the following address: STATE PROCESSING CENTER PO BOX 15555 ALBANY NY 12212-5555 IF YOU ARE INCLUDING A PAYMENT (CHECK OR MONEY ORDER) The post office box addresses listed above become active on June 1, 2014. It was previously located at 575 BOICES LANE, KINGSTON, New York 12401-1083, under the name STATE PROCESSING CENTER.
- You have the option of sending your income tax return and tax payment through a private delivery provider rather than through the United States Postal Service.
- The private delivery service address was modified on August 28, 2015, according to the postal service.
- Assemble the assembly again.
Where and how to mail your federal tax return
It’s going down to the wire if you want to file your tax returns by the deadline. According to the United States Postal Service, your return must be postmarked by April 15, have the necessary postage, and be addressed correctly in order to be deemed timely by the Internal Revenue Service. Make careful to weigh your return to ensure that you receive the correct postage. Most returns weigh more than one ounce, so you’ll need more than a stamp to complete the transaction. If you do not have enough postage for your return, it will be returned to the sender.
On Tax Day, several post offices will be open for extended hours and will allow for late postmarking.
There isn’t a single IRS mailing address.
According to the Internal Revenue Service, here is where you should submit yours.
Alabama, Georgia, Kentucky, New Jersey, North Carolina, South Carolina, Tennessee, and Virginia
Treasury Department, Internal Revenue Service, and other government agencies without payment Kansas City, Missouri 64999-0002 (USA) The Internal Revenue Service can be reached at: PO Box 931000 Louisville, KY 40293-0000 with payment.
Florida, Louisiana, Mississippi and Texas
Treasury Department, Internal Revenue Service, and other government agencies without payment Austin, Texas 73301-0002 (Texas) The Internal Revenue Service, P.O.
Box 1214, Charlotte, NC 28201-1214, will accept payment.
Alaska,Arizona, California,Colorado, Hawaii, Idaho, New Mexico, Nevada, Oregon, Utah, Washington, and Wyoming
Without payment: Internal Revenue Service, Department of the Treasury, Fresno, CA 93888-0002, Department of the Treasury Send payment to: Internal Revenue Service, P.O. Box 7704, San Francisco, CA 94120-7704, with the following information:
Arkansas, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska,North Dakota, Ohio, Oklahoma, South Dakota, and Wisconsin
Without payment: Internal Revenue Service, Department of the Treasury, Fresno, CA 93888-0002, Department of the Treasury Send payment to: Internal Revenue Service, P.O. Box 802501, Cincinnati, OH 45280-2501, along with your letter.
Delaware, Maine, Massachusetts, Missouri, New Hampshire, New York, and Vermont
Treasury Department, Internal Revenue Service, and other government agencies without payment Kansas City, Missouri 64999-0002 (USA) To receive a refund, send your money to: Internal Revenue Service P.O. Box 37008 Hartford, CT 06176-7008
Connecticut, District of Columbia, Maryland, Pennsylvania, Rhode Island, and West Virginia
In the absence of payment: Internal Revenue Service, Department of the Treasury Ogden, Utah 84201-0002In the presence of payment: Internal Revenue Service, P.O. Box 37910 Hartford, Connecticut 06176-7910
Business Tax e-File Frequently Asked Questions
The Business Tax e-File Program in New York City is required for tax preparers who prepare more than 100 returns for New York City taxpayers. They must use the program to electronically file any business taxes for all of their NYC clients. This year, there were no new primary tax forms added to the e-file system. E-filing is only available for tax years 2019, 2020, and 2021. For a complete list of forms, please seeSupported Business Tax e-File Forms (PDF). Please keep in mind that returns for tax year 2018 (or earlier) cannot be e-filed.
- Please keep in mind that extensions must be properly estimated and submitted on time, or they will be deemed invalid by the court.
- The taxpayer may make estimated tax payments atnyc.gov/e-Services.
- First time users must have previously filed at least one tax document for the tax type being e-filed.
- Payments can be made via an ACH Debit, ACH Credit or Fed Wire payment.
- Alternatively, theNYC-200Vvoucher can be utilized for payment by those taxpayers who submit their returns online but do not prefer to pay electronically.
- Use software that has been approved for e-filing by the Department of Finance
- For a list of approved software developers, see Approved Software Developers
- And be permitted by the Internal Revenue Service to e-file corporate, partnership, and individual tax returns online. If you are submitting your own return online, you must comply with the following requirements:
- Be permitted by the IRS to e-file corporate, partnership, or individual tax returns
- Use software that has been approved for e-filing by the Department of Finance (see Approved Software Developers)
- And These are the requirements if you are submitting your own return online:
In general, yes; nevertheless, you will not be able to e-file the following kinds of returns:
- For tax obligation periods beginning before January 1, 2018, returns must be filed by December 31, 2017.
It is generally recommended that a condominium association that has legitimately decided to be regarded as a partnership for New York City reasons but files a corporation return (1120H) for federal purposes file its UBT form on paper. Although it is preferable for the association to file its NYC-204 online and attach a PDF of its federal corporation return, this is only possible if the program allows it. Check your bank statement to determine whether there is a line item for a NYC Tax Payment in the amount that has been permitted.
Our electronic filing authorization forms, which are available on our website, have eliminated the requirement for a signature authorization on the tax return itself.
In lieu of a signature, the taxpayer enters a PIN that they have chosen themselves and retains this document for their records. These are the forms:
Yes. The return, on the other hand, will be viewed as having been submitted on the desired payment date, rather than the day on which the return was received. If a return is e-filed after the due date, the return will be viewed as having been submitted on the requested payment date, rather than the date on which the return was received by the department. ACH Debit, ACH Credit, or Fed Wire are all acceptable methods of payment for the sum owing, and the company or partnership will be invoiced for any interest and penalties owed.
- Unless accompanied with an accurately predicted tax, extension requests will be deemed illegitimate by the government.
- If you submit your return electronically, it is regarded to be the return of record, and any documents that were not attached to the return when it was e-filed are not considered to be a part of the return.
- In order to avoid this, an updated return must be filed.
- There should be no paper forms submitted.
- One exception to this rule is the following: Employees of the City of New York who are obliged to file form NYC-1127 must also attach a copy of their New York State income tax return with their submission.
Additionally, if a taxpayer files a NYC-EXT electronically, the taxpayer should refrain from additionally sending a paper extension (or a copy of the electronically filed extension) to the Department of Finance for processing.
It does not matter if you file online or on paper; all remittances must be made payable in United States Dollars and drawn on an account in the United States.
As a result, New York City has complied with this requirement and will only accept electronically submitted returns for the tax years 2019, 2020, and 2021, respectively.
Business and Excise tax payments can be made using ACH Credits by requesting your bank to produce and deliver an ACH Credit for the precise amount of the Business and Excise tax payment due.
To make a payment using an ACH Credit, you must know the Wire number, the amount, the date, and the name of the person who will be receiving the payment on the ACH Credit.
If you want to make a payment by wire, you must provide the wire number, the amount, the date, and your name on the wire.
FOR INTERNATIONAL WIRE TRANSFERS IN US DOLLARS, USE BOFAUS3N.
The vendor code is 6136400434. The bank account is held in the name of the New York City Department of Finance. There are three payment options available: ACH Credit, Fed Wire, and ACH Debit (Automatic Clearing House).
ACH Credit payments
- For details on ordering your bank to create the ACH Credit payment, see the answer to question24 above. Following the creation of an ACH Credit by your bank, you must go on to NYC e-Services and “Create a Payment Voucher,” which may be found under “Create a Payment Voucher” (NYC-200V Payment Voucher). The following steps must be completed in order to make a payment using an ACH Credit and produce the Voucher: input the payment amount, date, and recipient’s name on the ACH Credit, choose “Audit Payment” from the Type of Payment drop-down option, and enter the Audit Case ID. Format of an ACH Credit Record
Fed Wire payments
- For details on ordering your bank to construct a Fed Wire, see the answer to question25 above. The confirmation Wire number will be sent to you by your financial institution. After getting this number, you must go on to NYC e-services and “Create a Payment Voucher,” which is located under “Create a Payment Voucher” (NYC-200V Payment Voucher). You must input the Wire Number, amount, date, and name of the recipient on the Fed Wire in order to make a payment using a Fed Wire and produce a Voucher. You must also choose “Audit Payment” from the Type of Payment drop-down box and enter the Audit Case ID. FedWire Record Format
- FedWire Record Format
ACH Debit payments
- To make an ACH Debit payment, you must first log on to NYC e-Services and then “Create a Payment Voucher,” which is a simple process (NYC-200V Payment Voucher). Select the “ACH Debit” button from the drop-down menu. An picture of a check will show on the screen. Fill in the blanks with the appropriate information, including the amount, the date, your name, your bank’s routing number, and your bank account number. Select “Audit Payment” from the Type of Payment drop-down menu, and then enter the Audit Case ID in the appropriate field.
Tax Filing – International Services Office
State taxes differ depending on where money was made during the tax year and which state is being taxed. As a result, paperwork must be submitted to the appropriate state individually. As an illustration: If you worked for the University of Rochester (in New York state) and completed a summer internship in Pennsylvania, you may be required to file several tax forms, including: 1) a Federal tax return for all US earnings and income, 2) a State tax return for New York, and 3) a State tax return for Pennsylvania, depending on your specific circumstances.
This state-level determination may have an influence on the income and withholdings that you must report, as well as the paperwork that you must submit.
Consult with the relevant government agency in each state to learn whether or not you are required to file taxes on such profits.
New York State
Many University of Rochester students and scholars will be liable for New York State (NYS) income taxes as a result of their employment. In contrast to the Internal Revenue Service (IRS), as decided by GLACIER, New York does not use the same resident status definitions as the federal government.
- For the purposes of income taxation, all full-time undergraduate students are considered New York State nonresidents. Students and scholars from other states are considered New York State residents for income tax purposes if they maintain a permanent residence in New York for more than 11 months of the year and spend a total of 184 days (six months) or more in the state during the tax year in question If you do not fulfill these requirements, you should consider filing as a nonresident instead.
However, this finding is just for the purpose of determining your tax liability in New York State and does not alter your resident status under US immigration rules. It is said in the instructions that nonresident aliens and residents for tax purposes who are in their “Dual Status” year (i.e., in their first year as a Resident Alien for tax purposes) are not permitted to e-file their returns. You must submit your paperwork on paper. If you’re not sure, it’s best to send paper paperwork to the New York State Department of Motor Vehicles via mail.
NYS Forms and Instructions
If you are a New York State resident for tax purposes, you should download Form IT-201 and the accompanying instructions. If you are a New York State nonresident for tax reasons, you should download Form IT-203 and the accompanying instructions. Please keep in mind that the forms and instructions must be downloaded as separate files.
Regardless of whether or not they worked during the previous year, all international students and scholars are obliged to file a tax return with the Internal Revenue Service (IRS) in the United States. Although you would not be required to pay taxes in the United States, you will be required to register your presence in the country. Although the OGS is unable to provide tax advice, we hope that the information provided here will serve as a useful starting point for you. Please keep in mind that this material is not intended to provide tax advice, but rather to assist you in meeting your tax filing responsibilities as an international student or scholar.
We urge that you get expert tax advice if you require any more tax information (free or fee-based). The following section contains information about these services.
Who Needs to File Tax Reports
If you were in the United States for even a single day during the year 2021, you are subject to tax reporting responsibilities.
Consequences of Not Filing Your Tax Forms
Noncompliance with the filing requirement may result in a variety of penalties, including but not limited to the following:
- Requests to change one’s status in the future (particularly to that of a Permanent Resident) are denied. Refusal to renew visas at American consulates and embassies abroad
- Taxpayers who fail to declare income will be subject to fines and interest, which may result in them owing the IRS more money in the future. If a tax return is filed more than three years late, the Internal Revenue Service will not issue a refund to the taxpayer.
Depending on whether you made a mistake in filing your tax forms or if you need to fix a mistake, you may still be able to submit an updated tax return or mail the relevant tax papers to the IRS after the due date has passed. If you need to make changes to a previously filed tax return, you should consult with a tax expert for assistance. If you earned income in the United States in 2021, the federal deadline is April 18. Confirm the filing deadlines for the state(s) in which you will be required to file your taxes.
The Internal Revenue Service (IRS) must receive an application for Automatic Extension of Time to File Your Tax Return if you are unable to file your paperwork by the deadline.
1. Gather the following documents
You may or may not have any of these papers; nonetheless, the following is a comprehensive list of all documents you may require:
- The following papers are required: passport, visa, and I-94 record
- The dates of all previous US visits
- I-20, DS-2019, I-797, or other immigration paperwork
- Social Security Number (if you do not already have one, you will need to receive an Individual Tax Identification Number, which may be obtained through GLACIER Tax Prep
- See step 2)
- Individual Tax Identification Number (if you do not already have one
- Current US mailing address as well as a permanent foreign mailing address
- Institution or sponsoring organization’s name and contact information All applicable tax forms for taxable purposes, including but not limited to:
- Form(s) W-2, 1042-S, and 1099
- Scholarship or fellowship grant letters (if there is no accompanying Form 1042-S)
- And any other documentation.
2. Use GLACIER Tax Prep (GTP) to file your federal tax return
GTP will make it simple for you to meet your tax responsibilities by asking you a number of questions and filling out all of the relevant paperwork on your behalf. Also included is information on any tax benefits that may be available to you. Access GTP by signing in using your NYU net ID and password in the first instance. For NYU students and scholars, GTP is a resource that is provided at no cost. In order for the GTP link to function, you must be logged into your NYU account on the web browser that you are now using.
- If you are using GTP for the second time, you will need to create a user ID and password using your NYU email address.
- First, check to see if your NYU Net ID is still active.
- If you have previously used Glacier or GTP (including students working on campus and those who have received NYU scholarships and fellowships), you may already be logged into Glacier.
- In order to speed the process, the information from Glacier would be loaded into GTP.
- The Forgot ID link will take you to a page where you may reset your user ID or password if necessary.
- Print out the paperwork that GTP creates for you.
We recommend that you mail using “Certified Mail.” Please keep in mind that if you are designated a non-resident for tax purposes in the United States, you will not be able to electronically submit (E-file) your tax forms.
3. If you had US income during 2021, you may need to file a state tax return
State taxation may have different residence requirements than federal taxation. Sprintax is a service that allows you to file your state taxes for a charge. Sprintax may be accessed in two straightforward ways:
- Either use GTP and then follow the internal connection to Sprintax from there
- Or go directly to Sprintax. In either case, make sure to use your @nyu.edu email address in order to receive a special discount. In order to qualify for the discounted cost, Stern and Law School students must use their @nyu.edu email address. If you use your @stern.nyu.edu or @law.nyu.edu email address, the system will not recognize you.
It is possible that you will be required to file for each state in which you have resided and/or worked in for the year 2021. Keep in mind that if you’re using Sprintax and filing as a nonresident for US tax reasons, you will not be able to electronically submit (E-file) your tax return.
NEW YORK STATE and CITY TAX
If any of the following apply to you, you must submit a New York Tax Return:
- The following scenarios apply: you are a New York resident and you filed a US tax form (other than Form 8843) for 2021
- Or you had New York income higher than $4,000 in 2021
- Or you seek a refund of New York State and City taxes withheld from your salary in excess of what you really owe
Are you a resident or a non-resident of the country?
- Each person must confirm their specific New York tax status, but in general, if you lived and/or worked in New York, you would be in the following categories:
- Under the tax laws of New York state and city, full-time undergraduate foreign students are considered NON-RESIDENTS of the state and city, and they must submit the NY nonresident tax form IT-203. In addition to part-time students and J-1 academics and scholars, people in H-4 status are considered NY RESIDENTS for the purposes of state and local taxation if they meet both of the following criteria:
- The applicant must have 1) a place to stay in New York for at least 11 months and 2) be physically present in New York for at least 6 months of the year. NY Residents should complete and submit the New York resident tax form IT-201.
NEW JERSEY STATE TAX
- The state of New Jersey considers international students, teachers, and scholars to be non-residents unless they have a “permanent home” in the state
- Otherwise, they are considered residents. Make certain to establish your personal tax residence in order to ascertain your tax filing status in the state of New Jersey. Make use of the proper New Jersey tax form:
- Either the NJ-1040 resident tax form or the NJ-1040NR nonresident tax form is required.
4. Be Aware of Tax Scams and Fraud
Every year, con artists posing as IRS agents or other government workers attempt to defraud students and academics by demanding money that is “due” in order to avoid so-called tax fines or fees. Please be on the lookout for and wary when receiving such calls, emails, letters, or other strange communications. These con artists may even threaten you with deportation if you do not comply with their demands, or they may contact the police if you do not comply with their demands. Check out our article on How to Avoid Scams and Fraud to learn how to defend yourself.
Remember that the websites outside of NYU that we give links to in this area are provided to you as a convenience. The New York University School of Medicine has no affiliation with these businesses. The fact that these businesses are included on this list does not imply that we promote or endorse them.
- It is important to schedule an appointment with the IRS Tax Assistance Center (TAC). An IRS specialist can provide answers to a wide range of federal tax questions. If your ITIN application is refused, please consult with an OGS adviser before proceeding to the IRS TAC
- Otherwise, your application will be rejected. Turbotax is an online tax preparation service that allows residents to prepare their federal and state tax returns. Individuals with straightforward tax returns and few deductions may benefit the most from the free edition. If you have a more intricate tax situation, the premium versions would be beneficial. In the case of nonresident filers, they will be sent to Sprintax. Income Tax Help (VITA): Volunteers who have received IRS training and certification provide free basic tax filing assistance to nonresident and resident tax payers. Beta Alpha Psi, the accounting fraternity at NYU Stern, is a VITA site situated in the Stern School of Business that provides assistance to residents who are filing their taxes.
Tax treaties with other countries are in the hundreds for the United States. The advantages offered to students, the types of income that are covered, the total amount of the exemption, and the number of years that you may claim the benefit vary depending on the treaty you are referring to. If you submit your tax returns using appropriate tax software, the program will automatically account for any benefits that your nation may be entitled to as a result of a tax treaty with another country. Information on tax treaties, including a list of the nations with whom the United States has tax treaties, may be found in Internal Revenue Service Publication 901, United States Tax Treaties (PDF).
TRACK YOUR INCOME TAX REFUND
People whose state and federal income tax forms show that they will get a tax refund this year can use the Internet to find out when their refund will be received by the IRS or their state tax agency. Taxpayers can follow the progress of their tax refunds online through the websites of the New York State Department of Taxation and Finance (NYSDTF) and the Internal Revenue Service (IRS), respectively. Individuals may use both refund tracking systems around 72 hours after filing their tax returns online or four weeks after mailing their paper tax returns, depending on which option they choose.
To determine the status of your state and federal income tax refunds, please go to the links below: Refund Tracking Service provided by the New York State Department of Taxation and Finance (www.tax.ny.gov/pit/file/refund.htm).
Service for Tracking Refunds from the Internal Revenue Service (www.irs.gov)
Internal Revenue Service / Manhattan & Bronx
Return to the main directory page. To schedule an appointment, please contact your local Taxpayer Assistance Center. If there is no availability for a same-day appointment, a subsequent appointment will be scheduled within 5 business days. The following are the services that we provide: Cash payments accepted; Account Inquiries (assistance with letters, notices, and levies on your wages or bank account); Adjustments (changes to tax account information or payments); Alien Clearances (Sailing Permits); Application for Taxpayer Assistance Order (ATAO); Copies of Tax ReturnsTranscripts (Verifiable extreme hardships only; such as hurricane victims, medical emergencies, etc.); Assistance with preparing Form 2290 (Heavy Vehicle Use Tax); Multilingual Assistance (over 1 * There will be no State Return Preparation.
- In order to obtain federal tax information, call 1-800-829-1040.
- Other New York City offices may be found at 2283 Third Avenue, New York, NY 10035, 212-436-1000, 110 W.
- A location in New York, NY 10007 is the Ted Weiss Federal Building on Broadway on the 5th floor.
- Please let us know how they were able to assist you.
Filing Your Non-Resident Tax Forms using Sprintax (F and J)
- Payment of Taxes
- Using Sprintax (F and J) to File Your Non-Resident Tax Forms
Update: Sprintax is Ready
Sprintax is now ready for usage, thanks for your patience. Thank you! Before proceeding to Step 4, be sure you have completed all of the steps.
Review Documents and Information You May Need
Choose the forms and papers from the list below that are most relevant to your needs and fill them out. If you received money from sources in the United States, you will receive one or more tax forms (W-2, 1042-S, 1099) that will detail the kind, source, and amount of income received. Learn more about the different forms of income on our Income Tax Basics page.
Follow the Instructions in Sprintax to Complete Federal Tax Forms
Even if you didn’t have any income in the United States, Sprintax will prepare an accurate and full Form 8843 for you and each of your dependents. It is necessary for each dependant to send in their own 8843 in a separate envelope. If You Earned Money in the United States: Sprintax will generate:
- Form 8843, completed for you (and each of your dependents)
- A federal tax return, with either a 1040NR-EZ or a 1040NR, depending on your circumstances
- And a copy of your state tax return. If you do not have an SSN or an ITIN, you must submit a W-7 application for one. See the section below on Special Situations.
Complete Your State Tax Return, If Applicable
An accurately filled-out Form 8843 for you (and each of your dependents); a completed federal tax return, which may be a 1040NR-EZ or a 1040NR, depending on your circumstances; and a copy of your state tax return. If you do not have a Social Security number or an ITIN, you must submit a W-7 application for one. Refer to the section below under “Special Situations.”
Log In and Create a Sprintax Account
Never file your tax return for the year 2021 unless you have all of your income statements together. A W-2 and a 1042-S are both issued to some students and scholars, depending on the sort of income they get. It is customary for the 1042-S to be issued within the first two weeks of March. You will be sent to the Sprintax/Columbia page after logging in with your UNI and password using the Columbia Portal provided below.
You will be required to establish a Sprintax account with a new username and password after this. Are you no longer employed at Columbia? Sprintax can be used in a variety of situations; see ” Special Situations ” below for further information.
Submit Your Completed Tax Forms By the Deadline
Remember to carefully read the thorough mailing instructions provided by Sprintax and to mail your package before the deadline*:
- If you have filed a tax return for the year 2022, the deadline is April 18, 2022. The IRS has granted a one-month delay to the regular April 15th filing date
- If you had no income and your 8843 was the only form you were required to file, you would have to file on June 15, 2022.
You must send an 8843 to each of your dependents in a separate envelope if you have any. By the deadline, your mail must have been date-stamped by the post office or receipted by a courier provider such as FedEx. Because nonresidents are unable to submit a combined tax return, an AJ-2 spouse who has job authorization and earned money will be required to file their individual tax return. By sending an email to the ISSO that services your school, you can request a Sprintax code. You can use the personal email address of a scholar adviser with whom you have previously communicated, or if you have not, you can use the following address: Following receipt of the code, you will be required to register for a Sprintax account by creating a username and password.
Enter the code to get the charge for the federal forms erased from your credit card statement.
- Sprintaxin Step 4 can be accessed by students who have graduated, otherwise left a program, or who are on a leave of absence, regardless of whether they are based in the United States or elsewhere in the world
- Students: In order to get a Sprintax code, scholars who have left Columbia and no longer have a valid UNI should contact their ISSO Scholar Services office, which may be found at the link below.
- Following receipt of the code, you will be required to register for a Sprintax account by creating a username and password. You will be sent to a “checkout” page at the conclusion of the procedure. When you enter the code, you will no longer be charged for the federal forms.
Faculty and Scholar Services at the Morningside / Manhattanville campus of the ISSO Faculty and Scholar Services are provided by ISSO-CUIMC. When submitting a W-7 with your tax return, the Internal Revenue Service requires that your passport be certified (not notarized by a notary public). Certification that is up to date: In order for identification papers to be accepted by the IRS for processing, they must be certified by a third party. The following are acceptable certification methods:
- A Taxpayer Assistance Center (TAC) of the Internal Revenue Service can check your passport and authenticate your Form W-7 application. It is necessary to make an appointment. Bring your original tax return, W-7 application, and other supporting documentation. More information may be found here. Here is where you can find aNY TAC. The certification is provided by the issuing agency, which is the organization (governmental office or department) that issued the document. Depending on your country of origin, it may be possible to have your passport certified at your Consulate in New York
- However, this is not guaranteed. Certification as a consular officer in the United States
Alternatively, you can contact Human Resources to obtain a reimbursement if you believe that Social Security/Medicare taxes (also known as FICA) were withheld in error by Columbia by filing thisServiceNow Formor contacting the HR Service Center at 212-851-2888. If this tax was withheld by another employer, you can request that they handle the refund on your behalf. If they do not want to or are unable to do so, you can make a claim with the Internal Revenue Service for a refund. Sprintax will prepare the documents on your behalf for a charge, or you can file Form 843 yourself.
If you owe money, you must submit for a 6-month extension by April 15th, but you must also make a payment at the time of filing.
The following are the links to submit an extension by e-mail:
- Extensions for federal tax returns and New York State tax returns are also available.
It is possible to file an updated tax return if you discover that you made a mistake on your current year’s or preceding year’s income tax return, or if you accidentally filed a resident tax return when you should have filed a nonresident alien tax return. Sprintax can take care of it for you, but there is a cost. As an alternative, you can try to do it yourself by following the instructions for IRS Form 1040-X, which requires you to compare the numbers on your original form with the amounts on the new right form (if you submitted the original form).
A $1200 IRS COVID stimulus payment for US residents and “resident alien” tax payers was authorized by Congress in April 2020, and a second $600 payment was authorized by Congress in December 2020 for a total of $1800. Find out if you were entitled to receive and retain them by clicking here.
Please keep in mind that the library’s staff does not provide tax advice, and that the links provided below are only a signpost to more information. If you have any questions, you should visit a tax agency or a tax preparer.
Federal Tax Information and Forms to Download
Forms filed with the Internal Revenue Service Call 1-800-829-3676 to place an order for IRS paperwork to be sent to you via U.S. Mail. If you are a New York State resident, you should know where to send your federal tax forms. Instructions for completing Form 1040 (2021) Page 65 contains the first set of tax tables. Table of Contents for Schedules 1-3 of Form 1040 (2021) Form 1040, Schedules A and B, and Schedule D (schedules A, B, C, etc.) Using the Form 1040-V, you can make payments (2021) Extension Form 4868 is a legal document (2021) Form 4868 must be submitted by April 18, 2022.
New York State Tax Information and Forms to Download
Form IT-201, Resident Income Tax Return (Resident Income Tax Return) (2021) PDF document that can be printed IT-201 (Information Technology Form) (2021) IT-201 Instructions (2021) – Instructions for Filing a Resident Income Tax Return (tax tables begin on page 43) Voucher for Payment of New York State Income Tax Returns (IT-201-V) Forms Sorted by Number Forms Sorted by Year IT-214: Claim for Real Property Tax Credit for the year 2021 (Instructions) IT-214 for the year 2020 (Instructions) IT-214 for the year 2019 (Instructions) IT-214 for the year 2018 (Instructions) IT-214 for the year 2017 (Instructions) Enhanced Form IT-196, Itemized Deductions for Tax Years 2018 and After: New York Resident, Nonresident, and Part-Year Resident Itemized Deductions for Tax Years 2018 and After: New York Resident, Nonresident, and Part-Year Resident Itemized Deductions (Please note that the IT-201-D has been phased out.) New York State Individual Income Tax Returns should be sent to the following address: Please keep in mind that in order to apply for an extension of time to file an income tax return, you must complete the request using an online service.
- If anybody has any questions, they can phone 518-457-5181 between 8:30 a.m.
- New York State does not have a copy of form IT-370 available on its website, and any versions discovered on other websites may not be acceptable papers if they are mailed to the state on behalf of a person.
- Order New York State forms by using the automated telephone service at 518-457-5431.
- Please keep in mind that delivery times and the number of forms that you are allowed to obtain may vary based on the volume of calls received and the availability of forms.
Local Tax Help at Library Locations – Please call ahead – by appointment only – click on link for details
The Central Library is located in the heart of the city.
Elaine M. Panty is a member of the Panty Branch family (formerly Riverside) Branch Manager: Frank E. Merriweather, Jr. Branch Office in Kenmore, Washington
General Tax Help
The IRS Taxpayer Assistance Centers in New York are your best bet for personal tax advice if you think your tax problem cannot be resolved online or over the phone and you want face-to-face assistance. Call 1-800-906-9887 to find out where the nearest Volunteer Income Tax Assistance (VITA) facility is located. Contact Information for the New York State Department of Taxation and Finance Walk-in services are no longer available at tax offices. The website, on the other hand, has an answer center, telephone numbers, a postal address, and a link to check the status of an income tax refund.
Community Tax Help (updates posted as available)
211 Tax Preparation Directory: This directory is a list of some local possibilities for tax preparation assistance. tax assistance program sponsored by the AARPFoundation A total of approximately 5,000 Tax-Aide sites are available to low-to moderate-income taxpayers, particularly those 50 and older, who may receive free, personalized tax preparation. Find a location that is convenient for you! Please examine the documentation you will need to bring with you. Free Tax Preparation from the UB School of Management Individuals and families with yearly earnings less than $54,000 will be able to take advantage of free tax preparation services provided by IRS-certified students from the UB School of Management.
Volunteer Income Tax Assistance (VITA) The Volunteer Income Tax Assistance (VITA) program provides free tax assistance to people who generally earn $55,000 or less per year, persons with disabilities, and taxpayers who speak limited English as a second language who require assistance in preparing their own tax returns.
Please double-check what you’re bringing before you arrive at a session.
Tax Provisions Under the Affordable Care Act (ACA) CNN Money is a financial news network owned by CNN. The most recent tax law changes, news, and formsadvice are available here. Internal Revenue Service (IRS) The Internal Revenue Service (IRS) is a federal government agency in the United States that is responsible for tax collection and tax law enforcement. There are forms and instructions that may be downloaded. New York State Department of Taxation and Finance Information about corporate, individual, sales, and other tax and finance matters in the state of New York.
There are also paperwork and instructions that may be downloaded. Tax articles, calculators, tools, and guidance from Yahoo! Personal Finance are available on the Yahoo! Finance website. Tax guidelines, a glossary, a checklist, a calendar, how-to instructions, and more are all included.
Community and Local Links
The Assessment and Taxation Department of the City of Buffalo is in charge of collecting taxes. This department is responsible for the collection of city property taxes, sewer rent bills, local assessment bills, tax sale certificates, and other tax notices and notifications. The Erie County Department of Real Property Tax Services is responsible for collecting real estate taxes in the county. Tax rate history, auctionforeclosure information, forms, public notifications, general taxassessment information, and the ability to pay property taxes online are all available on this site.
Business Insights: The Fundamentals You may use this database to uncover detailed corporate and industry news and information by searching for certain terms. It pulls together information on companies, brands, rankings, investment reports, corporate histories, chronologies, and publications. Tour through the virtual reality Reference Solutions (formerly known as ReferenceUSA): Business Reference USA has 24 million nationwide business listings that may be searched by name, location, line of business, size, and other data.
This database is a treasure trove for budding entrepreneurs!
USA.gov USA.gov provides convenient, one-stop access to all online resources provided by the United States Federal Government.
To do a rapid search in the Library’s Catalog, select one of the themes listed below. AccountingBusiness TaxesIncome TaxHistory of Taxation
TAXES – International Student and Scholar Services
If you were physically present in the United States while in F or J status at any time between January 1 and December 31, 2020, you are required to submit a single form, Form 8843, to the United States tax agency IRS (Internal Revenue Service), even if you earned no money during that time period. If you made any money in the United States in 2020, you will very certainly be subject to extra filing obligations, both federal and state, depending on the amount of income received. For further information, please see the information and resources listed below.
DO YOU REQUIRE SPRINTAX SUPPORT?
Before You File
Together with Sprintax, we are offering you simple tax preparation software built specifically for nonresident students, scholars, alumni, and their dependents who are studying, working, or studying abroad in the United States. Individual tax advice is not provided by the ISSS employees since they are neither qualified or permitted to do so.
What to Expect
- For the purposes of federal taxation, you are either a resident or a nonresident. In the first few minutes after logging in to Sprintax, you will be asked a series of questions concerning your time spent in the United States and your immigration status at various points in time over the course of several years. Sprintax will then decide whether or not you are subject to taxation. If Sprintax concludes that you are a “nonresident alien” (NRA) for federal tax reasons, you can continue to utilize Sprintax to answer a series of guided questions until the process is completed. Nonresidents should not use alternative tax software, such as TurboTax, to e-file their returns if Sprintax finds that they are nonresidents
- These software solutions do not give accurate information for nonresidents. Depending on the Sprintax program, you may be able to e-file your tax return or print, sign, and submit your tax return to the Internal Revenue Service once you have completed the preparation process (Internal Revenue Service.) If Sprintax detects that you are a resident alien for federal tax purposes, you will no longer be allowed to use Sprintax
- Nonetheless, we have compiled a list of resources for submitting a resident tax return
- Form 8843 is required for all nonresident Fs and Js, regardless of whether or not they received any income. If you did not have any income in the United States: There is only one need, which is Form 8843. The form 8843 is an informative statement that the Internal Revenue Service (IRS) requires to demonstrate that you were in the United States and are a Nonresident Alien (NRA). Sprintax will provide mailing instructions as well as a completed8843 for you to print, sign, and date before mailing to the Internal Revenue Service. If you earned money in the United States: Documents Relating to Federal Tax Returns Sprintax will create your completed tax return paperwork, including the 1040NR and the 8843, as well as the 1040NR. When you file your tax return, you are reconciling the amount of tax withheld and the amount of tax payable
- Sometimes you receive a refund, and other times you may owe the government money to make up for the deficit. Submission Deadlines: May 17, 2021 or June 15, 2021, respectively If you earned income in the United States, the deadline to file your tax returns is May 17, 2021. If you did not have any income in the United States (Form 8843 alone), the deadline to send your form 8843 is June 15, 2021.
How to File Your Non-Resident Tax Forms (F and J)
The materials you may or may not get are determined by your individual circumstances.
- Visa/Immigration status information, including form I-20 (F status) or form DS-2019 (J status)
- Current and previous travels to the United States of America
- And current and previous visa/Immigration status information Additionally, you may see or print your United States travel history here
- Your Social Security or Individual Taxpayer Identification Number
- And your birth date and gender here. This is necessary if you had income to report in the United States, but it is not required if you have no income and the 8843 is the only form you need to complete
- The W-2 is not required. If you worked, you must fill out this form to record your wage earnings. If you worked for more than one company, you should receive a W-2 form from each company. It is issued by the end of January for the preceding year’s performance. Make certain that all of your previous employers have your most recent mailing address. You should contact your employer for a copy of your Form W-2 if you worked in the United States and did not get one
- 1042-S This form is used to report the following types of income: (1) stipends, scholarships, fellowships, and travel awards. Tuition exemption or reduction is not taxable income, unless it is (1) income covered by a tax treaty, or (2) income covered by a tax treaty. It is not necessary to complete Form 1042-S if you have received a scholarship or grant that is greater than the cost of tuition and fees. You should consult your Human Resources (HR) office if you are working on campus and feel you should have gotten an IRS Form 1042-S as a result of a tax treaty. ii.Only nonresident aliens are eligible to obtain this document. If your tax status changes to that of a Resident Alien as a result of your having lived in the United States for more than 5 years, you will not be issued a 1042-S. If you are unsure of your tax status, you may verify it by logging into Sprintax
- 1099. This form is used to declare unspecified revenue. Interest on bank accounts, equities, bonds, dividends, and earnings from freelance jobs are all examples of taxable income. This form is not required and cannot be used to file a nonresident tax return since nonresident aliens are not qualified to receive education cost tax credits under the Internal Revenue Code. If, on the other hand, you have become a resident for federal tax purposes, the Office of Student Accounts contains information on Form 1098-T. X 1095-A, 1095-B, 1095-C, 1095-D These forms, which disclose healthcare coverage, are not required for a Nonresident tax return
2. Log in from the portal below to create a Sprintax account
Sprintax may be accessed through the yourmyBinghamton Dashboard (see below) (if you have not previously done so, you mustactivate your BU login account). Make a selection from the AVAILABLE LINKS list, such asSprintax Open a new Sprintax account by generating a UserID and password – or, if you already made a Sprintax account, you may use the same UserID and password to log in once again. (It should be noted that Binghamton University graduates may continue to utilize Sprintax by logging in using their BU login credentials.
At this point, you will need to enter an access code that was issued to you through email from ISSS.
Sprintax will eliminate the charge associated with preparing your federal income tax return if you use this access code.
Sprintax will remember your information so that you may log in and out without having to enter it all over again. In addition, if you continue to use Sprintax in later years, your information will be retained and accessible.
3. Follow Sprintax instructions
You will receive a completed Form 8843 for yourself and each of your dependents if you did not have any income in the United States (if you have any). If you have income in the United States, Sprintax will prepare your “tax return papers,” which are the form 1040NR. When you provide the information for your dependents, Sprintax will produce an entirely finished Form 8843 for each and every one of them.
4. If applicable, complete your state tax return
Sprintax will notify you if you are required to file a state tax return as a result of your earnings after you have completed your federal tax return. If this is the case, they will offer you the opportunity to utilize Sprintax for a price on an individual basis. It is entirely up to you whether or not to utilize Sprintax for your state taxes or whether or not to prepare your own state tax return. It’s important to remember that each state has its unique set of income tax rules and forms. The residence requirements of New York State are different from those of the Internal Revenue Service.
New York Tax Return
- Undergraduate students enrolled in a degree program in New York State are always considered nonresidents by the state. Graduate students and J scholars’ tax residence status is established by the number of days they spent in New York during the tax year (more or less than 183 days) and whether or not they had a place to dwell for at least 11 months during that time period. As stated in the 2009 amendment to allow an exception for undergraduate students, “the amendment does not provide an exemption for graduate students who are pursuing a post-baccalaureate degree.” Students who get a1042-Sreporting taxable income from a fellowship stipend or travel grant should be aware that federal taxes are withheld, but New York State taxes are not, and as a result, you will most likely owe taxes on your New York State tax return. New York State tax definitions.
e-filing a New York State tax return for free is possible, but you’ll need to know whether you’re a non-resident or a resident in order to do so.
5. Mail your completed federal forms to IRS by the deadline
The Internal Revenue Service will begin collecting tax returns on February 12, 2021. Remember to carefully follow the sending instructions provided by Sprintax and to mail your return by the due date on the envelope (May 17, 2021). Sprintax has just added the ability to file documents electronically. In the event that you are qualified to e-file your application, Sprintax will you the opportunity to e-file your application rather than mailing your return. More information on the new e-filing method may be found on the Sprintax blog.
Dependents must individually send their Form 8843 to the IRS in their own separate envelope if you have more than one.
Tax Webinars by Sprintax
Sprintax will provide two webinars particularly for students and researchers at Binghamton University in the coming months. These webinars will run roughly 40-50 minutes and will discuss the procedure that nonresidents must follow in order to submit their taxes in the United States. Make sure to register in advance by clicking on the links provided below:
- The registration deadline is February 25, 2021 at 12:00 pm. To register, go to this page. The event will take place on Tuesday, March 23, 2021 at 2:00 pm. To register, click here.
You must register here to attend the event on Thursday, February 25, 2021, at 12:00 pm Please register here for Tuesday, March 23, 2021 at 2:00 p.m.
- Thursday, March 18, 2021, 10:00 am – Register here
- Wednesday, March 24, 2021, 3:00 pm – Register here
- Wednesday, April 7, 2021, 2:00 pm – Register here
- Thursday, April 14, 2021, 10:00 am – Register here You can register here. You can register here. You can register here. You can register here. You can register here. You can register here. You can register here. You can register here.
Need Sprintax Support?
If you need assistance while using Sprintax, you may reach out to them at:
- Please go to theirFAQs or send an email to [email protected] for assistance 24 hours a day, seven days a week.
Additional IRS Resources
- Publication 519: U.S. Tax Guide for Nonresident Aliens (an IRS publication for training volunteers)
- Electronic Toolkit for Nonresident Aliens (an IRS publication for training volunteers)
The IRS requires international students who get financial aid, receive scholarships or fellowships, or who are claiming tax treaty advantages to file for an ITIN (International Tax Identification Number). For additional information on ITINs, please visit the IRS website. Having a Social Security Number (SSN) is not required if you already have a Social Security number. When it comes time to apply for an ITIN, Sprintax will walk you through the whole procedure from start to finish. It is possible that you may be required to take your original immigration paperwork to an IRS location for certification.
On the IRS website, you can discover contact information as well as office hours for the Binghamton IRS office. ISSS does not recommend that you send your original immigration documentation to the Internal Revenue Service (IRS).
- Social Security Number Eligibility
- Filing Your Resident Tax Return
- IRS Form 8843
- Electronic Toolkit for Nonresident Aliens (IRS)
- IRS Form 8843 If you opt to complete this form without utilizing Sprintax, please keep in mind that the ISSS will not be able to answer any questions concerning it and that the IRS mailing address may be found on page 3 of the form.