•Non-resident aliens who earned wages that are less
than the amount of one personal exemption ($3,650
for 2010) are no longer required to file a tax return but
they must still file Form 8843 for themselves and any
spouse and/or dependents in F-2 or J-2 status
•You must file Form 1040NR-EZ or 1040NR in addition
to Form 8843 if you had U.S. earned income in excess
of $3,650, had wages or scholarship income exempt
by treaty, had taxable scholarship income or are due a
refund of taxes
Your first name and initial
First Name Middle Initial
Last name
Last Name
Your U.S. taxpayer identification number, if any
Social Security Number
(Not your Vassar 999 number)
The date you first entered the
US is stamped on your
passport or I-20/DS-2019.
Enter your country of
citizenship.
3a: Enter the name of the country that
issued your passport.
b: Enter your passport number here.
•Line 4a: Count as accurately as you can the days that you were in
the U.S. in 2008, 2009, and 2010 and enter the numbers here.
•Here are some numbers to help:
• Dates and amounts of days that school was in session in 2008:
Spring semester ‘08:
January 24 – May 20 (118 days)
Fall semester ‘08:
September 2 – December 20 (110 days)
• Dates and amounts of days that school was in session in 2009:
Spring Semester’09:
January 21 – May 20 (120 days)
Fall semester ‘09:
August 31 – December 18 (110 days)
• Dates and amounts of days that school was in session in 2010:
Spring Semester’10:
January 20 – May 18 (118 days)
Fall semester ‘10:
August 30 – December 17 (110 days)
Line 4b: Enter here the number of days that you were present in the U. S. in 2010 in F or
J status. In most cases, this will be the same as the total number of days you were
present in the U.S. in 2010.
Vassar College, 124 Raymond Ave, Poughkeepsie, NY 12604; (845) 437-7000

Write: “Vassar College, 124 Raymond
Ave, Poughkeepsie, NY 12604; (845)
437-7000”



Write here the name, address and phone
number of either your department
chairperson or your school dean.
If you are here as a student, write “D.B.
Brown, Dean of Students, same as line 9.”
If you are a language fellow, write “Jon
Chenette, Dean of Faculty, same as line 9.”
Indicate the visa type(s) that you
used in the U.S. for the years
requested. Leave blank any years
you were not here on an F or J visa.

If you can answer yes to this question and you wish to continue to
be considered a nonresident alien for tax purposes, please see us.

Students in the US more than five years must, in most cases, be
considered resident taxpayers. Students who are resident taxpayers
usually pay less income tax but are subject to social security and
Medicare taxes on most earned income.
2010
• Answer no, unless you or someone on your behalf filed a
labor certification application, a petition for permanent
residence, an immigrant visa application, or an application
for adjustment of status during 2010.
• If you entered the U.S. permanent residence (DV) lottery but
did not win, you should also answer no.
• Did you win the Megamillions Lottery in 2010? Still no 
You do not have to sign the form if you will be completing Form
1040 NR-EZ. You do not have to fill out anything on Page 2 of
Form 8843. Simply attach your Form 8843 to your Form 1040
NR-EZ.
If you did not have to complete FORM 1040 NR-EZ, you do
have to sign and date the form as well as add your address
information on the first page.
You mail the form to:
Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0215
•You had wages or scholarship income exempt
by treaty; and/or
•You had U.S. earned income in 2010 in excess
of $3,650; and/or
•You had taxable scholarship income; and/or
•You are due a refund of taxes

A W-2 form. This is mailed out by Payroll to
students at the beginning of February, and
accessible online.

A 1042-S form. This is mailed out by the
Controller’s Office to students by the end of
March.
– Not all students receive a 1042-S. Did you get one?

A 1099-R form. This form comes from Student
Accounts.
– Very few students receive a 1099-R.
You might want to use pencil to start.
Your first name and initial
First Name
Middle Initial
Last name
Last Name
Identification number (see page 4)
Social Security Number
Do NOT put your Vassar ID Number
Present home address (number, street, and apt. no., or rural route). If a P.O. box, see
page 4
124 Raymond Avenue
Box ****
City, town or post office, state, and ZIP code. If a foreign address, see page 4.
Poughkeepsie, NY 12604
Country
United States
•Use your current U.S. address unless you plan to leave the U.S. shortly
(use your foreign address in this case).
3 Wages, salaries, tips, etc. Attach Form(s) W-2 (see page 4) . . . . . . . . . .
AMOUNT FROM BOX 1 ON W-2
Write the total amount of your wages displayed in
Box 1 on your W-2 form.
Do not enter amounts exempted by tax treaties.
(bank interest is NOT taxable income.)
Leave this line blank unless you
received a refund in 2010 of state or
city income taxes you paid in 2009 or a
previous year (reported on Form 1099G).
If you are a student from India and
took the standard deduction last year,
do not put anything here even if you
received a refund of state taxes.
If you received a non-service scholarship
in 2010, enter the amount here. This
information is provided in Box 2 on the
1042-S form, which not all students
receive.
Note: If the scholarship/fellowship is
exempted by tax treaty, DO NOT enter
the amount here. Enter treaty exempt
amounts on line 6.
If you are from a tax treaty country (see
treaty lists), combine the amount of
wages and scholarships shown on your
W-2 & 1042-S, but not greater than the
maximum limit shown on the treaty
lists, and enter this amount on line 6.
Example of what to do if there’s a treaty:
You are from Pandora, and have wages of
$6,000 and a 1042-S of $1,000.
 Tax treaty is $5,000 for wages and no
limit for scholarship.
 Line 3 is “$1,000,” Line 5 is “0,” and Line
6 is $6,000.
Be sure to attach a copy of your Form 1042-S when you
submit the 1040 NR-EZ. IRS will sometimes send your
tax returns back to you with a request for more
detailed information about your scholarship. To avoid
this possibility, you may want to attach a scholarship
award letter from Vassar or another scholarship
granting organization (in addition to Form 1042-S).
If you are unclear whether you should have
gotten a 1042-S form, ask us!
Leave this line blank unless you
are entitled to a tax treaty benefit.
We have tax treaty country lists.
LINE 3+LINE 4+LINE 5
Add the amounts on
Lines 3, 4, and 5 and
write the sum on Line 7.



Only fill this out if you have an amount in Line 5.
If you reported non-service scholarship on Line 5
you should enter here the portion of your
scholarship that you spent on tuition, mandatory
fees and “course-related materials.”
* Course-related materials include books,
photocopying, and stationery supplies that you
purchased for courses that you took at Vassar.
If you deduct course-related materials it is a good
idea to attach either your receipts or a statement to
your tax return itemizing these expenses (e.g.
Books: $740; Photocopying: $125; etc.).
•
•
If you paid any interest in 2010 on a
student loan, you can check page 5 of
the IRS instructions for the 1040 NREZ to determine if you can deduct a
portion here.
Most students will leave this line
blank.
•Subtract any amount on lines 8 and 9
from the amount on Line 7 and write the
remainder here.
•This amount, your “adjusted gross
income,” is your income before taking the
tax-reducing exemptions and deductions
that you are entitled to.
•On this line, you are adding together all of the state and
city (or local) taxes you paid in 2010.
•The state taxes you paid are reported in Box 17 on your
W-2. The city taxes that you paid are reported in Box 19 on
your W-2
•Add these amounts together and place the total on line 11
•This number may be 0.
LINE 10 – LINE 11
• Subtract the amount of your state and
city taxes on Line 11 from your
adjusted gross income on Line 10 and
write the remainder here.
• Write $3650. This is the amount of the
“personal exemption” for 2010.
• Exception: Write $5700 if you are a citizen of
India. This is the amount of your “personal
exemption” for 2010.
• You do not have to pay U.S. income
tax on the portion of your income
covered by the personal exemption.
•Subtract the amount on Line 13 from the
amount on Line 12.
•Write “0” for any negative numbers.
•This is your taxable income, the portion of
your total income that is subject to U.S.
income tax.
• Consult the 2010 Tax Table to determine
your U.S. income tax.
• Find the row in the Tax Table that
includes your taxable income (the
amount on Line 14).
• Read your tax from the “Single” column
and write the amount on Line 15.
• Line 16 should be left blank. It will
not apply to students working at
Vassar.
• Repeat the amount on Line 17 that
you wrote on Line 15.
• Enter here the total amount of federal (U. S.)
income tax that your employer(s) withheld from
you in 2010.
• These amounts are reported to you in Box 2 of
Form W-2, and in Box (g) of Form 1042-S.
• Do not include here the state and city income
taxes withheld from you.
• Leave line 19 blank.
• Leave line 20 blank, unless you
made a tax payment using Form
1040-C in 2010.
• Add the amounts on Lines 18, 19
and 20 and write the total here.
• These are your total payments.
• Compare the amount that you have already paid, on Line
21, with the amount you owe on Line 17.
•If Line 21 is more than Line 17, that is if you paid more than
you owe, write the amount of your overpayment on Line 22.
•An overpayment means you are entitled to a refund.
If you want the IRS to send you a check for this
overpayment, write the amount of your overpayment
on Line 23a (i.e. write the same amount that you
wrote on Line 22).
If you would like the IRS to transfer the amount of
your overpayment directly to your bank account,
complete Lines 23b, c, and d.
To determine the routing number for your bank account
required in 23, see page 5 of the IRS instructions for Form
1040 NR-EZ or ask your bank.
If you want your check sent to an address outside the
US, write it in here.
Compare the amount that you have already
paid, on Line 21, with the amount you owe
on Line 17.
If Line 17 is more than Line 21, that is the
amount you owe. USUALLY, students do not
owe anything as they do not earn enough.
However…
List all countries of which you
were a citizen or national during
the tax year.
List the country in which you claimed
residence for tax purposes during the
tax year.
If you have completed immigration
Form I-485 and submitted the form to
the US Citizenship and Immigration
Services, you have applied to become a
green car holder of the US.
If you checked Yes for D1 or D2,
you may be a US tax expatriate
and special rules may apply to
you. See Expatriation Tax in Pub
519, chapter 4
• Enter your visa type on the last
day of the tax year, 2010.
• Examples:
• J-1 Exchange Visitor
• F-1 Students-academic
institutions
• If you have ever changed your visa
type, check the “Yes” box. For
example, you entered the US in 2008
on an F-1 visa. During 2009 you
changed to a J-1.
• Reconstruct the dates you entered and left the U.S. in
2010.
• Refer to the entry stamps in your passport for
assistance.
• If you were in the US on January 1, enter 01/01/10 as
the first date you entered the US. If you were in the US
on December 31, do not enter a final date departed.
• Count as accurately as you can the days that you were in
the U.S. in 2008, 2009, and 2010 and enter the numbers here.
•
•
Use the figures you entered on Form 8843.
Just in case, here are some numbers to help:
•Dates and amounts of days that school was in session in 2008:
Spring semester ‘08:
January 24 – May 20 (118 days)
Fall semester ‘08:
September 2 – December 20 (110 days)
•Dates and amounts of days that school was in session in 2009:
Spring Semester’09:
January 20 – May 20 (120 days)
Fall semester ‘09:
August 31 – December 18 (110 days)
•Dates and amounts of days that school was in session in 2010:
Spring Semester’10:
January 20 – May 18 (118 days)
Fall semester ‘10:
August 30 – December 17 (110 days)
http://www.timeanddate.com/date/duration.html
• Answer yes or no.
• If yes, write down the number of
the form you filed (usually
1040NR-EZ) and the last year for
which you filed.
• Complete only if you can claim a tax
treaty benefit. Enter the information
as stated on the tax treaty lists.
• Check “Yes” if you are subject to tax in
a foreign country on any of the income
reported on line 1, column d.



Be sure to make a photocopy of your
1040NR-EZ, 8843, and any attachments for
your records before mailing to the IRS.
It is often necessary to refer to a previous
year’s tax return or to produce evidence that
you submitted a tax return for a previous
year.
You should keep copies of your tax returns
for at least 7 years.

Attach a copy of your Form W-2, Form 8843, and your Forms 1042-S
and 1099-R (if you received them), in front of your 1040 NR-EZ.

Mail your completed 1040 NR-EZ, attached W-2 or 1042-S, 8843, etc.
to:
Internal Revenue Service Center
Austin, TX 73301-0215

There may be a different address on the IRS website, but this address
is especially for International Students.

If you had any earned income in 2010 deadline for mailing your 1040
NR-EZ is midnight on April 18, 2011 If you had no earned income
(but only unearned income such as a scholarship or fellowship
income), the deadline for mailing your 1040 NR-EZ is June 15, 2011.

IRS Website: www.irs.gov
The IRS website has all the
information you need to file your
taxes, from downloadable forms to
FAQ’s.

Tax assistant hotline: 1-800-829-1040