In order to complete your tax forms you will first need to gather certain documentation, including you immigration documents. Following is a description of some forms you may receive by mail or electronically and need in order to complete your tax return, depending on your particular situation:

If you worked in the US during 2008, you will receive a W-2 from each employer. The W-2 states your income and tax withholdings, if any, while working for a particular employer during a tax year. This information must be included on your tax return, and copy B of the W-2 must be sent to the IRS along with your return.

If you did not work during 2008 you will not receive, and do not need, any W-2 forms.

W-2 forms are typically mailed by January 31. You will need to contact any employer from whom you did not receive a W-2. If you suspect a former employer does not have your current address, you will need to contact the employer's payroll office to provide this information.

Some employers, TAMU included, allow you the option to print your W-2 from a secure web site, which may prove faster if you do not want to wait for mail delivery. TAMU employees may log into HRConnect to download their 2008 wage statement.

W-2 Frequently asked questions may be viewed online at Payroll Services website.

Questions regarding W-2 should be directed to the Payroll Services.

Like the W-2, this form is used to report income. Taxable scholarships are generally reported to you on the 1042-S by the grantor.If you were awarded a scholarship or fellowship by TAMU or other US entity in 2008, and that income was taxed, or if you claimed a tax treaty benefit for scholarship/fellowship or work income, you should expect to receive a 1042-S.

If you believe you should receive a 1042-S, but do not, contact the payroll office of the institution or organization that granted the award. Please remember that if you were employed as a condition of a scholarship or fellowship, you will receive a W-2.

1042-S Frequently asked questions may be viewed online at Payroll Services website.

Questions regarding 1042 should be directed to the Payroll Services.

If you earned a dividend or interest income in 2008, you should receive a 1099 or some other type of tax form from your bank or investment company. You should receive such a form for each account you have such earnings from. Contact the appropriate company for further information on what forms you might receive and when they are mailed. These will all look different, but will usually have “1099” printed on them. For example, Form 1099-INT is issued by banks to show your interest income for the year.

Nonresident aliens for tax purposes are not required to report certain interest income (such as from a savings account) as wages and may formally request their bank do not mail Form 1099 by filing W-8 with the bank. Follow-up with your particular banking institution regarding this request.

If you received a loan from Texas A&M during 2008, you should receive a 1098-E from. This is useful because it will allow a deduction of interest income on your tax return.

Questions regarding 1098-E should be directed to the Payroll Services.

You may receive a 1098-T, tuition statement. However, only individuals considered residents for tax purposes, US permanent residents and US citizens are eligible to use this form to claim tax credits. For nonresidents for tax purposes (those filing forms 1040NR or 1040NR-EZ), the 1098-T is only informational and is not used for filing the tax return.

Questions regarding 1098-T should be directed to the Payroll Services.

Questions regarding Forms W-2, 1042, 1098-E, 1098-T, W-8BEN or 8233, issued by Texas A&M University, should be directed to the Payroll Services. Payroll Services is located at General Services Complex, 750 Agronomy Road, Suite 1201, and can be reached at payroll@tamu.edu or 979-845-2711.