You may receive tax forms from UMass, your employer or other sources. For more information about the specific forms, see Tax Forms. If you are a nonresident alien, the following documents will assist you in completing your tax returns. No matter how or when you file, you should keep a copy of your tax return and all supporting documents for at least four calendar years.
- Copies of prior tax year’s federal and state tax returns
- Personal information including:
- Legal name
- Birth date
- Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Records of your earnings (W-2 forms, 1042-S forms or other income forms)
- UMass students/scholars/employees can access electronic W-2 through HR Direct Self Service, and 1042-S through Sprintax Calculus Tax Compliance System (https://calculus.sprintax.com/)
- All your current and past immigration documents: passport, I-94, I-20 and DS-2019 forms, etc.
- Access I-94: https://i94.cbp.dhs.gov/I94/#/home#section
- Form 1098-T, Tuition Statement, is NOT needed and can NOT be used for a nonresident tax return because nonresident aliens are not eligible to claim education expense tax credits.
- Records of interest and dividends from banks (1099 forms: 1099-INT, 1099-DIV, etc.)
- Receipts of charitable contributions
- Bank account and bank routing numbers if having a refund direct deposited
- Proof of health insurance (1099-HC) if you are filing a Massachusetts tax return. Please contact your health insurance provider if you need a copy of 1099-HC.
- If you received a 1095-C from UMass, then you can disregard this form. You will not need the 1095-C form to complete your nonresident alien tax return.
- Total rent paid, as well as landlord or rental agent’s name and address, if you are filing a Massachusetts tax return