Tax Information & Resources

The U.S. federal government and U.S. state governments collect taxes on U.S. income, including wages and scholarships. Taxes are automatically and regularly deducted from your paycheck. The International Offices encourage you to become familiar with the U.S. tax structure so that you may have a better understanding of any expected income.

By the end of February each year, Caltech provides everyone who received taxable income from the Institute with an itemized statement of taxable income (i.e. W-2, 1099, 1042-S or 592B) for the prior calendar year. Individuals use that statement to file both Federal and State taxes. Each year, between February and April, the International Offices provides free access to tax software to help you prepare your federal nonresident tax return.

Caltech staff are not trained or qualified to provide any advice regarding tax filing or tax treaty benefits. If you require specific information about your Caltech paycheck with regards to tax treaties and tax withholding, please contact the Caltech Payroll Department.