It's Tax Time Again!

If you were employed by Emory University between January 1, 2008 and December 31, 2008, you will receive a Form W-2. The form reports your salary and the amount already deducted for taxes for 2008. There are two ways to receive Form W-2: online or the U.S. Postal Service delivery. If you did not sign up for online delivery, your W-2 should be received in the mail by the end of January.

Additionally, if all or part of your salary is exempt from taxes because of a tax treaty benefit or if you receive a scholarship, fellowship, stipend, or other non-work financial assistance from Emory, you will also receive a Form 1042S. The Form 1042S will be mailed to you. Please insure that your current local address is on file in Human Resources so that your 1042S is sent to the correct address.

Go to Employee Self Service logon page at https://psofthr.cc.emory.edu/psp/hrprod/?cmd=login and input your User ID and password. Then select “Self Service” and then “Personal Information Summary” within the Personal Information box for instructions on updating your address in the Human Resources database. If you are a student, in addition to updating your address in the Human Resources database, you should also insure that your current local address is correct in OPUS. Human Resources also needs your social security number. If you have not reported it, please do so immediately.

If you had US interest/dividend income, you should receive Form 1099 from the financial institution or payer of the interest or dividend income. Please insure that the financial institution has your current local address. If you have a tax treaty benefit and also receive non-work financial assistance from Emory, please DO NOT file your tax return until you have received both the W-2 and 1042S. If you had interest or dividend income, you should also wait for Form 1099. The deadline for filing both federal and state tax returns is April 15.

Your tax returns must be mailed and postmarked on or before April 15. Look for more information in upcoming editions of AC’CENT about who must file a tax return and opportunities for assistance in filing. For now, just make sure that your local address is correct in all applicable places and that you receive all tax documents that you need to file your tax return.

In the February 5 AC’CENT, look for the following information about filing your taxes:

• CINTAX: a web-based federal income tax preparation program for international students and scholars who are nonresidents for tax purposes provided by Emory at no cost
• Free federal tax preparation assistance for international scholars who are residents for tax purposes with income less than $42,000 provided by Human Resources
• Tax workshops for preparing Georgia income tax forms provided by the Office of the Controller at no cost
• Both free and fee-based tax preparation assistance for international students and scholars who do not qualify for the assistance listed above.