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
  • Records of your earnings (W-2 forms, 1042-S forms or 1099-MISC forms if you’re an independent contractor)
  • All your current and past immigration documents: passport, I-94, I-20 and DS-2019 forms, etc.
  • Records of interest and dividends from banks (1099 forms: 1099-INT, 1099-DIV, etc.)
  • Receipts of charitable contributions
  • Total child care expenses and child care provider information
  • Total rent paid, as well as landlord or rental agent’s name and address
  • Proof of health insurance (1099-HC)
  • Bank account and bank routing numbers if having a refund direct deposited