The process of obtaining copies of tax forms differs depending on the type of tax form and the individual’s nationality or role (student, staff, etc.)
1042-S and 1099 Forms
Each year Tufts is required to report certain payments to Nonresident Aliens on a 1042-S form and US Residents/Citizens/Suppliers on a 1099 form to the IRS. 1099 forms are normally mailed by January 31 for the reportable payments in the previous year; 1042S forms are due to the recipient by 3/15.
1099: A Form 1099 is for U.S. citizens and Green Card holders who receive “non-payroll income” from Accounts Payable, such as rents, royalties, honorariums and subject study payments. A 1099 is NOT sent for scholarships/fellowships.
A 1099 is generated when compensation is greater than or equal to $600 (some, such as rent or royalties, have a lower threshold). Vendors who are "Incorporated" do not receive a 1099. Vendors paid by PCard will also not receive a 1099 from Tufts.
1042S: The 1042-S Payroll is issued to Foreign Nationals for wages exempted under a tax treaty. No taxes are withheld.
The 1042-S A/P is for any Foreign Nationals who receive “non-payroll income” whether subject to tax and/or exempted by a treaty
. Examples include scholarships*, fellowships* and honorariums. Accounts Payable will issue one 1042-S form per income code and the form will indicate the tax rate for that code (e.g. 0%, 14%, 30%, or others). *There will NOT be a 1042-S if the Scholarship/Fellowship is for "outside the U.S." since it is not considered U.S. Source Income.If you need a copy of your form, Contact TSS for assistance. If you were paid through payroll your 1042S form is available through Windstar (FNIS). See more information here.Please note that Tufts cannot provide advice or assistance in completing tax forms. If you are an International Student, th
e International Center has tax prep software to assist you filing your tax return with the Federal and State Governments. Additional information about the web based software (Windstar) is located on the International Center website http://students.tufts.edu/student-affairs/living-campus/group-six/international-center/taxes-and-social-security/tax-preparation-and-assistance-windstar. The International Center will email you an Access Code by early March.
The International Center and Tufts Support Services are not in a position to offer tax advice. If you have specific tax questions or concerns, you will need to contact a tax professional (either a Certified Public Accountant or Tax Attorney). Other tools to assist you in filing your taxes are the Internal Revenue Service website (www.irs.gov
) and the Massachusetts Department of Revenue website (www.mass.gov/dor
). Form 1099HC questions should be directed to Tufts Health Plan not Tufts University. If you are enrolled in a Tufts University Health Plan and have a form 1099-HC question, please contact Tufts Health Plan at (844) 516-5790 Or you can go to https://tuftshealthplan.com/microsites/tufts-university. Once logged in, click on the link ‘View/Update your Tax information" under the ‘What would you like to do’ section. The 2017 1099-HC will be available for download by January 31, 2018.
See also "What is Form 1095-C and 1099-HC"?