Taxes

Tax Documents

When preparing to file your U.S. taxes with Sprintax, make sure to have the following documents ready:

  1. Passport
  2. U.S. Entry and Exit Dates: Find these in your I-94 account if you need to verify.
  3. Income Documents: Gather any W-2, 1042-S, and 1099-Series forms.
  4. Visa/Immigration Status Documents: This includes your I-20 (for F1 students) or DS-2019 (for J1 students/scholars).
  5. Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN): If you don’t have an SSN, Sprintax can help you apply for an ITIN.

Having these documents ready will ensure a smoother tax filing experience.

Key Income Documents for Your Tax Return

When filing your U.S. taxes, you may receive several types of income documents, each detailing specific income sources. Here’s a quick guide:

W-2 Form

  • Purpose: Summarizes your wages, salary, and any tax withheld by employers.
  • Who Receives It: Employees, including those with multiple employers (each employer issues a separate W-2).
  • Expected by: January 31, 2025 (for the 2024 tax year).


1042-S Form

  • Purpose: Covers taxable scholarships, stipends, income exempt under tax treaties, and certain awards.
  • Who Receives It: Nonresidents with scholarships covering more than tuition or other taxable income types.
  • Expected by: March 15, 2025 (for the 2024 tax year).


1099 Series

  • Purpose: Reports miscellaneous income, including independent contractor payments, rental income (e.g., Airbnb), capital gains, and commissions.
  • Who Receives It: Individuals with non-employee income sources.
  • Expected by: End of March 2025 (for the 2024 tax year).

Important Reminder: Only expect the forms relevant to your income. Ensure you have all necessary documents before filing to complete your federal tax return accurately.