This tax information is intended only for international students and scholars at the University of Oregon with income sources and income levels typical of students and scholars at the University. If you have income from unusual sources or higher than usual income you should not rely on this tax information. You should instead seek professional tax advice from a qualified accountant or attorney. You should also seek professional tax advice if you qualify as a resident taxpayer.

Statement of Individual Responsibility

International Affairs, as part of our broader service mission, sponsors workshops offered to international students and scholars at the University of Oregon, as an opportunity to obtain general tax information from independent tax professionals. The University cannot provide legal advice to individuals concerning their individual tax liability. You are ultimately responsible for complying with tax laws and you should consult with your personal tax adviser if you have specific questions about your individual tax liability.

U.S. Federal & Oregon Non-resident Tax Workshops for 2011 Taxes

You need to file your taxes this year!

Every year, International Affairs offers tax assistance to international students to help with their tax needs.  Please consider attending one of the following workshops before the tax deadline of April 17, no registration required.

Non-Resident Tax Presentation

Whether you worked in the U.S. or not, you need to file a tax form this year.  Attend one of these two presentations to get a general overview of the process.  Bring a calculator and pencils; all necessary forms will be provided for you.

Tues, Mar 6, 5:30 pm - 8:20 pm, 100 Willamette

Sun, Apr 8, 4:00 pm - 8:20 pm, 100 Willamette

Non-Resident Tax Drop In

After you've attended one of the tax presentations, you may find yourself with additional questions.  Attend one of these drop in sessions to answer any lingering questions you may have before you file you taxes!

Wed, Apr 11, 1:00 - 3:00 pm, Room 360 Oregon Hall

Mon, Apr 16, 1:00 - 3:00 pm, Metolius-Owyhee Rooms, EMU

Tue, Apr 17, 1:00 - 3:00 pm, Room 360 Oregon Hall

Please save and bring with you:

1. All 2011 related tax forms you have received in the mail

2. Download and print Oregon Form 40N and Instruction Booklet (all federal forms necessary will be available at the workshops)

3. Calculator

4. Pencils

5. Sense of humor (because Abe thinks taxes are funny :))

Step 1.

General Tax Information Sheet for International Students and Scholars

Step 2.

1040 NR-EZ: Federal Income Tax Filing Packet for Most F-1 and J-1 Students and Scholars Who Had U.S. Source Income OR
Completing Form 8843 Only: For Most F-1 and J-1 Students and Scholars Who Had No U.S. Source Income

Step 3.

How to Claim a Tax Treaty Benefit
Information about the U.S.-Canada Tax Treaty
Information for Indian Students about the U.S.-India Tax Treaty

Step 4.

Where to Send Your Tax Forms:

 

U.S. (FEDERAL)

1040NR or 1040NR-EZ
W-2, 1042S
8843
(Your check, if you owe taxes!)

Send to:

Internal Revenue Service
Austin, TX 73301-0215

Deadline:

April 17, if you are filing income tax forms

June 15, if only form 8843

SELF

Keep copies of everything you submit to the federal & state governments.

Be sure to start a file for next year’s taxes.

OREGON (STATE)

40N
W-2, 1042S
Photocopy of 1040NR or 1040NR-EZ
(and your check, if you owe taxes!)

Send to:

Mail refund returns or no-tax-due returns to:

REFUND
PO Box 14700
Salem OR, 97309-0930

Oregon Department of Revenue
PO Box 14555
Salem OR, 9730-0900

Deadline: April 17

Resources for More Tax Information

Internal Revenue Service Local office: 211 E. 7th Ave, Eugene

Phone #: 1-800-829-1040

Complete Text of Tax Treaties

Complete text of select tax treaties in PDF format

Oregon Dept. of Revenue Local office: 2350 Oakmont Way, Eugene

Phone #: 1-800-356-4222

University of Oregon Payroll Office, First Floor, Oregon Hall
Phone #: (541) 346-3151

Other States’ Departments of Revenue Links to Dept. of Revenue for other states

University of Pennsylvania’s website Step-by-step instructions