Skip to main content
Financial Services

Tax Information

Disclaimer: The information and resources provided on this webpage are intended solely for informational and educational purposes. They are not intended to be a substitute for professional tax advice, guidance, or services. We strongly encourage you to consult with your tax service provider or a qualified tax professional for advice tailored to your specific circumstances. The university does not assume any responsibility or liability for any actions taken based on the information provided on this webpage.

Is your mailing address current? Keep it updated, especially in early January each year, to ensure you receive your tax forms from BYUH.
Address Change Instructions

Tax Information
Tax Form Information
International Students
Domestic Students

This is a list of tax forms BYUH provides, with general information for each.

  1. Form W-4: This form is used by employees to provide information to their employers about the amount of federal income tax to withhold from their paychecks. It allows employees to specify their filing status, withholding allowances, and any additional withholding amounts. It is preferred that BYUH employees use the online form in Workday. Instructions are available in this video tutorial.
  2. Form HW-4: This is a Hawaii state tax withholding form used by employees to specify their filing status, withholding allowances, and additional withholding amounts, ensuring accurate withholding of Hawaii state income tax from their paychecks. It is preferred that BYUH employees use the online form in Workday. Instructions are available in this video tutorial.
  3. Form W-2: All BYUH employees (and PCC student employees paid from BYUH) receive a W-2 form that reports their wages, taxes withheld, and any other compensation. The university will issue this form by Jan 31st of each year.
  4. Form 1042-S: This form serves to report certain types of income paid to foreign persons, including non-resident aliens, along with any tax withheld on that income. Most international students at BYUH receive Form 1042-S if they receive student aid that exceeds tuition and mandatory fees. The university will mail this form by March 15th of each year.
  5. Form 1098-T: This form is the Tuition Statement that the school uses to report qualified tuition and related education expenses to you and the IRS. You or your parent/guardian may be able to claim these expenses as education-related tax credits. The university will issue this form by Jan 31st of each year.
  6. 1099-NEC: This form reports payments of $600 or more made to non-employees for services rendered.
  7. 1099-MISC: This form reports miscellaneous income payments of $600 or more made to non-employees or entities, such as rent, royalties, and awards.

All international students must file an annual tax return in order to fulfill visa obligations and remain legal under F & J visas. This includes filing both a federal and state tax return.

Important information regarding the 1042-S tax form

  • All international students are strongly encouraged to wait until after March 20th to file their tax return because most will likely receive a 1042-S form by that date. If you file before this date and later receive a 1042-S, you will need to amend your tax return to make corrections. The IRS requires attaching the 1042-S to your tax return if you receive one.
  • If you don't receive a 1042-S by March 20th or shortly thereafter, you can safely assume you were not sent one (assuming your mailing address within Workday is current) and may proceed with submitting your tax return without a 1042-S.

What documents and information are required to file a Tax return?

Form 1040NR: This form is used by non-resident aliens, including international students, for filing a federal tax return.
Form N15: This form is used by non-resident aliens, including international students, for filing a Hawaii State tax return.

If you use Sprintax software to file your tax return, these forms will automatically be generated.

Below are the necessary documents and information you will need to fill out these forms.

  • Social Security Number
  • Passport
  • Bank information: Bank name, account number, and routing number. This will be used to either make tax payments or to deposit a tax refund.
  • Donation: Charitable contribution history such as Tithing and Fast offering
    • Watch this tutorial to learn how to view the summary of your Tithing and Fast Offering.
  • Prior year tax forms, if Applicable
  • Form W-2(s)
    • This form reports your wages, tips, and other compensation from an employer. If you had multiple jobs during the tax year, you'll receive a W-2 from each employer.
  • Form 1042-S
    • This form reports certain types of income paid to foreign persons, including non-resident aliens, along with any tax withheld on that income.
    • Most international students generally receive Form 1042-S from BYUH if they receive student aid that exceeds tuition and mandatory fees.
    • The university is required to mail the forms by March 15.
    • If you are no longer a student and have recently left the university, ensure that your mailing address is updated so that you can receive all applicable tax documents for the prior year in a timely manner.
      • Here is how you can update your mailing address
        1. Login to the Student Center
        2. Navigate to 'Demographic Data' under personal information
        3. Choose 'Addresses' from the Drop down menu
        4. Next to the Mailing address, locate and click on the pencil symbol to edit.
        5. Update the address as needed

    Caution: International students should not use TurboTax or other software solutions not suited for non-resident alien tax filing.

Sprintax Tax Preparation Service for International Students

The university has teamed up with Sprintax and has arranged free access for federal tax filing to provide you with easy-to-use tax preparation software designed for nonresident students in the U.S.

Note: Each year, the university will issue a discount code to get a 50% discount that you can enter on the 'Review your order' page.

A Complete Video Guide: Using Sprintax to File Your Taxes

What documents and information are required to file a Tax return?

Form 1040, A, or EZ: Depending upon the tax situation, one of these forms is used by permanent residents or resident aliens, including Domestic students, for filing a federal tax return.
Form N-11: This form is used by permanent residents or resident aliens, including domestic students, to file a Hawaii State tax return.

Below are the necessary documents and information you will need to fill out these forms.

  • Social Security Number
  • Personal Identification: You may need to provide a valid form of personal identification, such as a driver's license or state ID.
  • Form W-2: If you were employed during the tax year, you'd receive a W-2 form from each employer reporting your wages, tips, and other compensation. The university will issue this form by Jan 31st of each year.

  • Form 1098-T: If you paid qualified tuition and related expenses during the tax year, you may receive Form 1098-T from your educational institution reporting these expenses. While this form is not mandatory for claiming education-related tax credits, it's highly beneficial to have. This form consolidates information about your tuition payments and scholarships or grants received, maximizing your tax benefits. The university will issue this form by Jan 31st of each year.

    • Here is how you can retrieve an online 1098-T form:
      • Log into your Student Center
      • Under the ‘Finances’ section – Click on the drop-down menu
      • Select ‘View 1098-T’ - Click the double arrows to go to this page
      • Click ‘Grant Consent’

    Additional Documents:

  • 1099 Forms: Depending on your income sources, you may receive various 1099 forms, such as 1099-INT for interest income or 1099-DIV for dividend income.
  • Other Income Documentation: This may include documentation of any additional income sources, such as freelance work, rental income, or investment income.
  • Receipts and Records: Keep records of any deductible expenses, such as mortgage interest, medical expenses, or charitable contributions like Tithing and Fast Offering, as well as documentation of any eligible tax credits.
    • Watch this tutorial to learn how to view the summary of your Tithing and Fast Offering.

Turbo Tax Preparation Service for Domestic Students

Most of the Domestic students choose TurboTax software to file their taxes; however, you are free to choose any similar software.

Do your parents do your taxes?

Under FERPA GUIDELINES, parents cannot access certain financial information without authorization. If you wish for your parents to access your financial information for tax filing purposes, you must complete the form provided below. This form grants permission for your parents to access the necessary information required to file taxes on your behalf.

Authorization form

FAQs

  • If you're an international student on a scholarship, you may receive a 1042-S form if part of your scholarship covers taxable expenses like room, board, or personal costs, which are subject to U.S. tax. This form reports income that may require you to file a tax return. However, if your scholarship only covers tuition and required fees, you typically won’t receive a 1042-S because those expenses are not taxable.

  • Form

    Deadline

    Respective Departments

    W-2January 31

    Payroll

    1098-TJanuary 31

    Student Accounts

    1099January 31

    Accounts Payable

    1042-SMarch 15

    Student Accounts

    • You can access the W-2 form online by Opting in for Electronic W-2 in Workday. You can Watch the video tutorial to learn how to do the same.
    • You can also retrieve an online 1098-T form by following the steps:
      • Log into your Student Center
      • Under the ‘Finances’ section – Click on the drop-down menu
      • Select ‘View 1098-T’ - Click the double arrows to go to this page
      • Click ‘Grant Consent’
    • Unfortunately, the 1042-S form must be sent out as a hard copy in the mail, so ensure that your delivery address is updated so that you receive it in a timely manner.

  • If you filed your Tax return before 15th Mar and later received a 1042-S, you must amend your tax return to make corrections. The IRS requires attaching the 1042-S to your tax return if you receive one.

  • International students on F, J, and M visas are generally considered nonresident aliens for tax purposes during their first five calendar years in the United States. After five years, their status may change, and they may be considered resident aliens for tax purposes. It's important to note that individual circumstances can affect tax status, so consulting with a tax professional, such as Sprintax customer representatives, is a good idea to determine your situation. For more information, please visit irs.gov

Useful Resources: Links to guide you

Turbo Tax
Sprintax
Student Center
Workday
Canada Tax Form
FERPA Authorization form
How to File tax return using Sprintax?
How to OPT-IN for Electronic W-2?
FAQs