Taxes

Fellowship stipends are taxable and recipients must arrange to pay their taxes quarterly since their stipends are not subject to withholding tax.  The proper tax form is the 1040-ES/V, which can be downloaded from the IRS web page.

GRA/TA/AI payments will have taxes deducted automatically.

Tax services for international students are available starting in early March from ISSS. They have online resources, phone services and in-person appointments for non-resident aliens. More information can be found on the tax section of the ISSS website.

Community Tax Centers is a resource for citizens and resident aliens. They provide financial coaching, FASFAs, and help with tax returns for those with household income is less than $50,000 per year.

Taxes on Fellowships

Your fellowship is taxable income.  In the spring you will receive a 1098T with your fellowship tax info from the University.  You will NOT receive a W2 on the fellowship money because W2s are for salary, not fellowship payments.

Taxes are not withheld from your fellowship payment.  Information relating to taxes for students can be found at https://www.irs.gov/newsroom/tax-benefits-for-education-information-center   

If your fellowship is large enough and you need to make quarterly payments, information on how to report your fellowship income and make quarterly payments is available in IRS Form 1040-ES.  Look for that information at http://www.irs.gov/Forms-&-Pubs   

Additional information and links about taxes can be found at Tax Considerations for Graduate Students.

Please note that we are unable to answer any questions about taxes beyond referring you to these resources.  

Where are my tax documents?

Form 1042-S

Scholarship and fellowship income is reported on form 1042-S to foreign recipients. These forms are due by March 15 of each year. The University of Texas at Austin usually mails 1042-S forms at the end of February. 1042-S forms can also be accessed online from the My Tax Forms page of UT Direct. Questions about 1042-S forms can be sent to 1042S@autin.utexas.edu.

Form 1098-T

Scholarship and fellowship income is reported on form 1098-T to U.S. recipients who paid tuition to The University of Texas at Austin. These forms are mailed to individuals by Jan. 31 of each year.

The 1098-T is available online to view or print. You may also request that Student Accounts Receivable mail you a printed copy of your 1098-T by emailing them at 1098T@austin.utexas.edu.

Form W-2

Beginning with tax year 2018, the W-2 Form will be available in Workday by logging in and clicking on the Pay application, then Tax Documents.

W-2 Forms for tax years prior to 2018 can be obtained via the My W-2 website in UT Direct.

Tax Withholding for International Student Employees (GRA or TA)

International students will need to file a paper W-4 for tax withholding, rather than the online W-4 in their Paycheck Profile.

They should receive login instructions within the first two weeks of employment, to access GLACIER (an online tax program). This message will come via the UT Secure message System.

GLACIER generates a W-4 and the student takes the W-4 and supporting documents to the Payroll office in MAI 134 so it can be applied to their paychecks.