Federal and State Preparation For Nonresident Tax Returns
The International Offices offers free and fee-based options to assist you with your federal and state nonresident tax returns.
- FREE: Sprintax web-based software for nonresident federal tax return preparation.
- FREE Nonresident tax overview with Sprintax representatives
- FREE: California nonresident state tax return preparation workshop - online
- Fee-Based: Sprintax web-based software for nonresident state tax return preparation
Free Federal Tax Software
The International Offices offers the Caltech and JPL community free access to Sprintax, a web-based program designed for students, faculty, postdocs, and staff who are nonresidents for tax purposes. Sprintax is only a tax preparation software, You cannot use it to file your tax return electronically. Once you have prepared your tax return with Sprintax, you must print out a hard copy and submit your tax return by mail.
There are two ways to receive a Sprintax access code:
If your access.caltech account is active, log into access.caltech and search for the Sprintax Tax Prep button in the "Self Service" section. You need to use access.caltech on campus or with VPN from off campus. You will be able to access your unique Sprintax code from within access.caltech.
NOTE: If you cannot find the Sprintax Tax Prep button in your access.caltech account, do not contact IMSS Help Desk. Instead, use WuFoo Survey to request your FREE individual Sprintax access code. Once you complete the survey, you will receive a reply email within two business days.
If you do not have an access.caltech account, including JPL students and scholars, request your FREE individual Sprintax access code via WuFoo Survey. You must complete the survey to obtain your Sprintax access code. Once you complete the survey, you will receive a reply email within two business days.
We have a limited number of access codes available.
While filing out the Sprintax portal, the correct selection for Caltech, as your employer on the drop down menu is College or University/Educational Institution.
We recommend starting your federal tax return as soon as you have all of the necessary documents so that you have enough time to complete it before you attend the free California Nonresident Tax Preparation Workshop.
IMPORTANT: Various resources can be found both online and in the community to assist you with tax filing if Sprintax cannot assist you.
Sprintax cannot assist:
- U.S. citizens or permanent residents
- Residents for tax purposes.
- Individuals with complicated finances, such as investments or real estate.
Sprintax Tax Year 2019 - PowerPoint Presentation
Nonresident Tax Overview with Sprintax
Wednesday, February 19 | 4 PM – 5 PM | Noyes 147
The U.S. tax system can be confusing. A representative from Sprintax will provide a general overview of tax principles as they apply to international students and scholars.
Sprintax Tax Webinar
July 9, 2020 9:00 AM PDT Register for GoToWebinar
This final webinar will provide an overview of tax for nonresident students and scholars, including general Who, What, When, and Where questions about 2019 federal tax return filings. The IRS stimulus payment eligibility and what students should do if they receive it in error, will also be addressed.
California Nonresident Tax Preparation Workshop
Thursday, April 2 | 4 PM – 6 PM | Online - Registration Link will be distributed prior to the event
Gary Engler, CPA, provides line-by-line instruction on how to complete 2019 California nonresident tax returns. The California tax return is based on your U.S. federal return. This seminar is free to the Caltech and JPL international community, but Mr. Engler is a fee-for-service provider. If you decide to retain him to assist with your taxes, you will need to discuss his fees with him directly. To get the most value out of this workshop, have the following with you:
- Completed U.S. federal tax return (Use Sprintax to prepare your 1040NR or 1040NR-EZ)
- 540NR Long Form - See Page 37
- California Tax Table - See Page 87
- Income documents (W-2, 1042-S, 1099, etc.) from California
- Income documents for income from non-California sources in 2019 (income earned while you were overseas, or in another U.S. state, before you moved to California)
*You can calculate the exchange rate by taking the average of the exchange rate at the start and end of the year.
The International Offices provides free Sprintax access codes for U.S. federal taxes. Once you have prepared your U.S. federal taxes, you will have the option of preparing your nonresident state tax return with Sprintax for a nominal fee. Sprintax will utilize the information that you provided for your U.S. federal return to prepare your state nonresident tax return.
California nonresidents have the option of using Sprintax's fee-based nonresident state tax preparation service or attending a free California Nonresident Tax Overview and Preparation Workshop.to prepare their California nonresident tax return.
July 15, 2020
*Due to COVID-19, both the IRS (federal) and FTB (California) tax filing and payment dates were changed from April 15 to July 15, 2020.