These sessions provide general information on how to complete federal and state income tax returns for non-resident aliens. The links to videos of the workshops for the 2018 tax year are available below for a limited time.
Updated: March 15, 2019
Federal Tax Workshop
Federal Tax Workshop Video (not available)
Presentation Slides for 2019 Workshop
Presenter: Ken Lum, Fiscal Accounting Specialist, UH System
Broadcast Date: March 12, 2019
Hawaii State Tax Workshop
State Tax Workshop Video (not available)
Presentation Slides for 2019 Workshop
Presenter: Ken Lum, Fiscal Accounting Specialist, UH System
Broadcast Date: March 13, 2019
WHAT TO BRING TO TAX WORKSHOPS?
Forms and Publications for FEDERAL Tax Workshop
- Individual Documents
W-2, 1042-S, 1099 and any other income/interest statements - Publication 4011
VITA/TCE Foreign Student and Scholar Volunteer Resource Guide
https://www.irs.gov/pub/irs-pdf/p4011.pdf - Form 8843
Statement for Exempt Individuals and Individuals with a Medical Condition
https://www.irs.gov/pub/irs-pdf/f8843.pdf - Form 1040-NR-EZ
U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents
https://www.irs.gov/pub/irs-pdf/f1040nre.pdf - Instructions 1040-NR-EZ
https://www.irs.gov/pub/irs-pdf/i1040nre.pdf - Form 1040-NR
U.S. Nonresident Alien Income Tax Return
https://www.irs.gov/pub/irs-pdf/f1040nr.pdf - Instructions 1040-NR
https://www.irs.gov/pub/irs-pdf/i1040nr.pdf - Publication 901
U.S. Tax Treaties
https://www.irs.gov/pub/irs-pdf/p901.pdf - Publication 519
U.S. Tax Guide for Aliens
https://www.irs.gov/pub/irs-pdf/p519.pdf
Forms and Publications for STATE Tax Workshop
- Individual Documents
W-2, 1042-S, 1099 and any other income/interest statements - Form N-11
Individual Income Tax Return (Resident Form)
(Form-fillable) http://files.hawaii.gov/tax/forms/2018/n11_f.pdf
(Hand-writable) http://files.hawaii.gov/tax/forms/2018/n11_i.pdf - Instructions Form N-11
http://files.hawaii.gov/tax/forms/2018/n11ins.pdf - Form N-15
Individual Income Tax Return (Nonresidents and Part-Year Residents)
(Form-fillable) http://files.hawaii.gov/tax/forms/2018/n15_f.pdf
(Hand-writable) http://files.hawaii.gov/tax/forms/2018/n15_i.pdf - Instructions Form N-15
http://files.hawaii.gov/tax/forms/2018/n15ins.pdf
