List of Student Tax Forms
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Use this page to help you identify which tax-related forms you may need.
| Form | Purpose | Recipients | Administering Dept & Distribution Date |
|---|---|---|---|
| W-2 | Salary and Wage Income Statement | Salaried and hourly employees, including student-employees | |
| 1042-S | Grant and Fellowship income statement | International students receiving fellowships | Payroll |
| Fellowship Letters | Courtesy Letter | Visiting scholars receiving fellowships | Payroll |
| 1098-T | Tuition Statement - FAQ | Enrolled, degree-seeking U.S. citizens and permanent residents | Student Financial Services |
| 1095-B | Proof of Health Insurance Letter for tax purposes | All students and researchers enrolled in Cardinal Care | |
| 1099-MISC & 1099-NEC | Prizes, Awards, and Loan Forgiveness | Anyone receiving over $600 of qualifying funds | Distribution date |
| I-9 | Establishing work eligibility for students | All employees, including student employees | Coordinate with your hiring manager or department student services officer |
| W-4 | Declare or Change Income Tax Withholding Allowances | All employees, including student employees | Submit to Payroll |
| 8233 Tax Treaty Form | To claim exemption from tax withholdings on salary (assistantship) | International students and scholars on salary from qualifying countries | Submit to Payroll with attachments |
| W-8BEN | To claim exemption from tax withholdings on fellowships | International students and scholars on fellowship from qualifying countries | Submit to Payroll with attachments |