Tax return preparation for international visitors of all immigration 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.  

Of the following all that apply to you are required:

• Your online appointment confirmation report (applies only to on-campus ASP appointments)

• Your photoID (Notre Dame ID card or driver's license)

• 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

• Fully completed Tax Profile [started as part of the Appointment Scheduling Process (ASP) and completed by you filling in all blank lines -- replaces prior year ADP report and information worksheets]

• 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.