How to File: Steps for Fulfilling Tax Requirement

Social Security Number (SSN)

• If you are already employed, then you may already have a SSN

• You will use your SSN as your tax ID to file taxes

• Know how to get a SSN here

Individual Taxpayer Identification Number (ITIN)

• If you do not have an SSN and are required to file taxes, you will need to apply for a ITIN

• Apply using the Form W-7

• Know how to a ITIN here

• [ ] Passport

• [ ] Visa

• [ ] CBP I-94 and Travel History

• [ ] I-20 or DS-2019

• [ ] SSN or ITIN

• [ ] W-2 and/or 1042-S

• [ ] Other financial documents may be needed depending on your situation

St. Edward’s employees cannot answer student-specific questions about taxes. Resources for information about taxes and tax filing include:

• Glacier: Tax preparation software (Glacier offers resources and videos that may help you)

• Internal Revenue Service (IRS) website

• Search for legitimate tax professionals trained in foreign national taxes

• All individuals who receive a W-2 and/or 1042-S from SEU with an established Glacier account will receive an email from Glacier with instructions and login information for tax prep. If you are working on campus, you may have already received an email by this point. The access code allows you to utilize Glacier software free of charge.

• If you receive income or a scholarship/fellowship that is NOT from SEU (e.g., CPT), you can request a Glacier Tax Prep Access code from payroll seupayroll@stedwards.edu to allow you to have an active Glacier Tax Prep account (due to limited license, it is first-come, first-served).

• Payroll will enter the name and email of the student/employee into Glacier.

  • The student will receive an email from Glacier providing them with the login information.

  • The email will provide the employee with a temporary User ID and temporary password.

  • The student has 10 calendar days from the receipt of the email to enter their information. If information is not entered within 10 calendar days, then the default (highest) amount of taxes will be deducted from their pay.

• Glacier will ask you a series of questions, including your entry and exit dates from the U.S., to determine if you are a resident or non-resident. You may be able to obtain your travel history using your passport through the CBP website. Only non-residents can use Glacier.

• Are you a resident? As a resident for tax purposes, you can use the same tools and forms that a U.S. citizen or permanent resident could use. This means you could use resident tax preparation software (e.g., TurboTax, H&R Block, etc), file by hand yourself, or go to a tax preparation service. Unless you are very familiar with filing U.S. tax returns, we recommend you use software or go to a professional. On their website, the IRS lists several companies that provide a free tax filing if you meet certain criteria. Often, these companies provide the federal return for free and prepare any necessary state returns for a fee. As a resident for tax purposes, you will not be able to use software that has been made specifically for non-residents. This is true even if you have used these programs as a non-resident in the past. 

W2

Reason: If you received wages (from any employment: on-campus, CPT, OPT, etc.) in the United States during the past calendar year. Sender: Sent by your employer. Contact your employer’s payroll department if you have not received this form after January.

1042-S

Reason: If you received a taxable scholarship/fellowship or claimed tax treaty benefits from a university during the past calendar year. Sender: Sent by the payor (university). 1042-S forms from St. Edward’s will be sent to you by Payroll in January.

1098-T

Reason: If you enrolled at an eligible education institution and made a reportable transaction to that education institution during the past calendar year. Sender: 1098-T forms from St. Edward’s will be issued to students who have a valid Individual Taxpayer Identification Number (ITIN) or Social Security Number (SSN) on file with the Office of the Registrar. However, if you are a non-resident student, you will not claim this form even if it is issued to you.

Other Forms

Depending on your personal financial situation, you may or may not receive other forms such as 1099s. Please consult with a tax professional if you receive these forms on guidance on how to claim them.

Nonresidents must file a nonresident tax return called 1040-NR if they have taxable income, along with the form 8843. If you did not receive any income in the United States during the tax year, you do not need to file 1040-NR, but you’re obligated to send one form to the IRS. Glacier will help you file the required forms. If you are not using Glacier, then please consult with a reputable tax professional.

• As an international/non-resident student, you are required to mail your tax return to the IRS. Glacier will help you prepare the forms, but ultimately it is up to you to print and mail them. Mail the documents to: Internal Revenue Service, Austin, TX 73301-0215, U.S.A.

• Your filing responsibility is between you and the IRS. You must mail all necessary documents to the IRS directly. SEU is not involved in the process and does not need copies of any of your tax documents.

• You will not get a notification once the IRS receives your taxes. You will only be contacted by the IRS via U.S. mail (not by email) if something is missing or incorrect. You will never be contacted by the IRS by telephone. If you qualify for a refund, you may expect to get this in 6-12 weeks after you file.