If you're an F-1 international student in the U.S., here’s a clear list of the documents you need to file your taxes properly, depending on whether you earned income.
๐งพ Documents You’ll Need (As an F-1 Student)
✅ 1. Passport and Visa
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Proof of your nonresident or resident alien status
✅ 2. I-20 (Certificate of Eligibility for F-1 Status)
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Confirms your F-1 student status and program dates
✅ 3. Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
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Required if you earned U.S. income
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If no income: ITIN not required to file Form 8843
๐ Tax Forms You May Receive
Depending on your type of income:
Form | Who Sends It | What It Reports | Needed If... |
---|---|---|---|
W-2 | Employer | Wages and tax withheld | You had a job (CPT/OPT) |
1042-S | University or employer | Scholarships, treaty benefits | You received a scholarship or treaty-exempt income |
1099-NEC or 1099-MISC | Company/client | Contract/self-employment income | (Rare for F-1 unless specially authorized) |
1098-T | School | Tuition paid (for education credits) | NOT useful for 1040-NR filers (nonresidents) |
๐ Tax Forms You Will File
Form | Purpose | Who Files It |
---|---|---|
Form 1040-NR | Federal tax return for nonresident aliens | F-1 students in U.S. < 5 years |
Form 8843 | Explains your visa and tax-exempt status | All F-1 students, even with no income |
Form 1040 | Federal tax return for resident aliens | F-1 students in U.S. > 5 years and pass Substantial Presence Test |
State tax return(s) | Taxes owed to U.S. states | If you earned income in any state with income tax |
๐ Optional/Helpful Documents
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Last year's tax return (if you filed before)
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Bank statements (to double-check deposits or direct deposits)
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Summary of days you were physically in the U.S. (for Substantial Presence Test)
๐ก Tools You Might Need:
If you're filing Form 1040-NR:
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Sprintax – Popular for F-1 students
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Glacier Tax Prep – Often provided by schools
Would you like a checklist you can print or keep? Or would you like help figuring out your residency status to know which form to file?
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