Tax return preparation for international visitors of all visa types requires gathering a variety of information as a necessary precondition.

For students on-campus, coming to the appointment without all of these documents may result in denial of service.  If that were to happen, you would be allowed to request only one additional subsequent appointment.  

The following all are required:

• Your appointment confirmation report (assuming your appointment is on-campus)

• Your copy of the ADP report

• Your SSN card (if you have one)

• Your ITIN award letter (if you have one)

• Your check book, which carries routing and account numbers, and checks if payment is necessary

• W-2 forms (1 from each employer during tax year) and/or

• 1042-S forms (if treaty or taxable scholarship) and/or

• Any 1099 forms (from employers, financial institutions, or government)

• Any other income and/or gain (loss) documents, for example: brokerage statements of stock transactions, bank reports of interest earned, state government statements of refunds sent to the tax payer, etc.

• Any evidence of prizes, awards, lottery or gambling winnings, refunds, or other income

• The pink, 4-page information worksheets fully completed (attached)

• Your copy of prior year federal & state tax returns (if this is not your first tax year)

• Your visa and passport

• Your I-20 (if immigration type F-1) OR

• Your DS-2019 (if immigration type J-1)

If you are uncertain about some of these documents, email your question to: the TAP.