These sessions provide general information on how to complete federal and state income tax returns for non-resident aliens. The following presentations cover the 2016 tax year only. Videos of workshops for the 2017 tax year will be posted as soon as they become available.
Updated: March 21, 2017
Federal Tax Workshop
Presentation slides for 2017 workshop
Presenter: Ken Lum, Fiscal Accounting Specialist, UH System
Broadcast Date: March 14, 2017
Hawaii State Tax Workshop
Presentation slides for 2017 workshop
Presenter: Ken Lum, Fiscal Accounting Specialist, UH System
Broadcast Date: March 16, 2017
WHAT TO BRING TO TAX WORKSHOPS?
Forms and Publications for FEDERAL Tax Workshop (updated for 2016 return)
- 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 (updated for 2016 return)
- Individual Documents
W-2, 1042-S, 1099 and any other income/interest statements - Form N-1
Declaration of Estimated Income Tax for Individuals
(Form-fillable) http://files.hawaii.gov/tax/forms/2016/n1_f.pdf
(Hand-writable) http://files.hawaii.gov/tax/forms/2016/n1_b.pdf - Form N-11
Individual Income Tax Return (Resident Form)
(Form-fillable) http://files.hawaii.gov/tax/forms/2016/n11_f.pdf
(Hand-writable) http://files.hawaii.gov/tax/forms/2016/n11_b.pdf - Instructions Form N-11
http://files.hawaii.gov/tax/forms/2016/n11ins.pdf - Form N-15
Individual Income Tax Return (Nonresidents and Part-Year Residents)
(Form-fillable) http://files.hawaii.gov/tax/forms/2016/n15_f.pdf
(Hand-writable) http://files.hawaii.gov/tax/forms/2016/n15_b.pdf - Instructions Form N-15
http://files.hawaii.gov/tax/forms/2016/n15ins.pdf
