Nonresident Alien Tax Office Towson University
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Taxpayer Identification Number Application Forms

Name Title Description
Form W-7 Application for IRS Individual Taxpayer Identification Number Form to apply for an Individual Taxpayer Identification Number (ITIN).
Form SS-5

Employment Authorization Letter

Application for a Social Security Card

Certified by hiring dept. & ISSO

Form to apply for a Social Security Number (SSN)

 

Tax Withholding Forms

Name Title Description
Form W-4/MW 507 Employee’s Withholding Allowance Certificate (combined federal and state form) Individuals complete and sign this form to indicate the appropriate tax withholding rate.

 

Tax Treaty Forms

Name Title Description
Form 8233 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual To be completed by Nonresident Aliens who qualify for a tax treaty benefit from tax withholding for compensation.
Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding To be completed by Nonresident Aliens who qualify for a tax treaty benefit from tax withholding for scholarships/fellowships.
Form W-9 Request for Taxpayer Identification Number and Certification Applicable only to Resident Aliens for tax purposes. Nonresident aliens should NOT sign this form.

 

Yearend Tax Statements

Name Title Description
Form W-2 Wage and Tax Statement Statement of wage and tax payments for the previous calendar year.
Form 1042-S Foreign Person’s U. S. Source Income Subject to Withholding Taxable scholarship and treaty-exempt employment compensation also reported in Box 16 - State Wages on Form W-2.
Form 1098-T Tuition Statement Statement of tuition paid.
Form 1099 1099 – DIV (dividend income)
1099 – INT (interest income)
1099-B (brokerage transactions such
as sale of stock)
1099 – MISC (miscellaneous income)
Statement of income from various sources such as personal/consulting services, interest, dividends.

 

Federal Tax Filing Forms

Name Title Description
Form 1040 U. S. Individual Tax Return Tax return form for U. S. citizens, Permanent Resident Aliens and Resident Aliens for Tax Purposes.
Form 1040-EZ Income Tax Return for Single & Joint Filers With No Dependents
Form 1040NR U. S. Nonresident Alien Income Tax Return Tax return form for Nonresident Aliens.
Form 1040NR-EZ U. S. Income Tax Return for Certain Nonresident Aliens With No Dependents
Form 1040X Amended U. S. Individual Income Tax Return Form to amend any federal tax return, including 1040, 1040-EZ, 1040NR, 1040NR-EZ.
Form 4868 Application for Automatic Extension of Time to File U. S. Federal Tax Return Form to apply for four more months to file tax return. If you pay your tax due after April 15th, you will owe interest and may incur penalties on that amount.
Form 843
(Example)
use with Form 8316
Claim for Refund and Request for Abatement Contact employer first before using this form. If employer does not provide refund, complete this form to request FICA/Medicare refund. Attach completed Form 8316.
Form 8316
(Example)
use with Form 843
Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on a F, J, or M Type Visa Additional documentation to support FICA/Medicare refund request. Use with Form 843.
Form 8833 Treaty Based Return Position Disclosure Under Section 6114 or 7701(b) Nonresident Aliens who qualify for tax treaty benefit and did not complete Form 8233 for tax withholding exemption during the tax year.
Form 8843
(Example)
Statement for Exempt Individuals Nonresident Aliens who are students with F, J, M or Q visa, and teachers with a J or Q visa, regardless of income.

 

Maryland Tax Filing Forms

Name Title Description
Form 502 Income Tax Return for Residents & Part-Year Residents Tax return forms for anyone residing in Maryland during the tax year or otherwise meeting definition of statutory resident.
Form 503 Income Tax Return, Short Form for Resident Individuals
Form 505 Income Tax Return for Nonresident Individuals For individuals living outside Maryland and receiving Maryland income.

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