2008-Federal Tax Returns-Line by Line Instructions-Form 1040NR-EZ
Complete Name, Addresses, Identifying Number-(U.S. social security number), and Filing Status
Line 3-Add all wages from all W-2 forms-Box 1
Line 4-Enter 2007 MI refund received in 2008-Exceptions: (1) if income for 2007< $ 3400 or India student)
If you enter an amount here, you need to fill out Michigan Schedule 1-put this amount on Line 16
Line 5-Taxable fellowships from 1042-S forms-Exemption Code 0-Amount in Box 2
Line 6-Treaty benefits from 1042-S forms-Exemption Code 4-Amount in Box 2
Line 7-Add Lines 3,4,5
Line 10-Same as Line 7
Line 11-Students from India-standard deduction for single individuals is $ 5450
Other students may deduct the state tax withheld from Box 17 on the W-2-if income over $ 3500
Line 12-Subtract Line 11 from Line 10
Line 13-Exemption amount is $ 3500
Line 14-Subtract Line 13 from Line 12
Line 15-Tax-look up amount in tax table
Line 17-Tax amount from Line 15
Line 18-Federal tax Withheld-Total all Box 2 amounts on W-2 forms
Line 21- Amount from Lines 18-20-same as Line 18
Line 22 and 23a-if refund-Line 21 is more than line 17-if want directly deposited, complete bank
information-otherwise, draw lines through boxes
Line 24-probably zero
Line 25-if balance due-Line 17 is more than Line 21-make check payable to U.S. Treasury-make sure
social security number is on the check, and to indicate it is for 2008 income tax
DO NOT FORGET TO SIGN AND DATE TAX RETURN-Occupation in US-Student
Page 2: Answer all questions that apply to you.
Line C-Studies or Education
Line E-enter first date that you entered the U.S. with F-1 or J-1 visa to begin your studies-do not put the last
date you entered if you went home to visit
Lines B, F, J and K-mark the “NO” box
Line I-mark “YES” if you were here in 2007 and filed a tax return-put Form 1040NR-EZ- year 2007
Part J-India students-put “ $5450-standard deduction-Article 21(2) for 2008”-The 2007 amount was $5350.
Other students that received a 1042-S for treaty benefits: put “amount from 1042-S-Box 2”, wages, and the applicable treaty article from your copy of the Form 8233 that you completed to use the treaty
Line by Line Instructions for Form 8843
Page 1:
Fill in name and social security number. The addresses do not need to be completed if filing federal return.
Only Parts 1 and 3 need to be completed for students. Researchers and teachers complete Parts 1 and 2.
Line 4b-enter the number of days from the year 2008 here as well
Line 9-Michigan Technological University-1400 Townsend Dr-Houghton, MI 49931
Line 10-Put your advisor’s name, or name of the department chair/head of the department studying in
Lines 12 and 13-mark the “NO” box
Page 2-not required to complete-Signature needed only when not filing Form 1040NR-EZ(no US income-no 1040NR-EZ)
When complete, do the following:
- Make a photocopy of all of the completed forms
- Attach federal copies of W-2 and 1042-S forms
- Mail all completed forms by April 15, 2009 to:
Internal Revenue Service
Austin, TX 73301-0215
2008-Michigan State Tax Return-Line by Line-Instructions for MI 1040
Line 1-Complete name and address
Line 2-Complete U.S. social security number
Line 4-School District Code-Houghton (31110) and Hancock (31010) or Dollar Bay (31100)
Line 5-Check appropriate box
Line 6-Leave blank
Line 7-Filing Status-mark Single box-nonresident individuals file as single
Line 8-Residency-mark “resident”-resident of Michigan
Line 9a-Exemptions-put “1” in first box and “ 3500” in second box.
Line 9h-Put $ 3500
Line 10-Put amount from Line 10 from 1040NR-EZ or Line 35 from 1040NR
Line 11-Complete Michigan Schedule 1-Line 7- if applicable-Otherwise, put $ 0
Line 12-Add Lines 10 and 11
Line 13-Complete Michigan Schedule 1-Lines 16 and 20- if applicable-Otherwise, put $ 0
Line 14-Subtract Line 13 from Line 12
Line 15-Exemption amount from Line 9h- $ 3500
Line 16-Taxable Income-Subtract Line 15 from Line 14
Line 17-18-Multiply Line 16 by 4.35 %. (.0435)
Line 19-Nonrefundble credits-if applicable-From Schedule 2
Line 20-probably amount from Line 18
Line 21,22 23, and 24-contribution if desire
Line 25-Use tax-amount if applicable-otherwise-zero
Line 26-Add lines 20-25
Line 27 through 31-probably zero
Line 32-From Schedule W-bottom of Table 2-line 3-Amount from Box 17 from W-2
Line 33-probably zero
Line 34-Add Lines 27-33
Line 35-Balance Due-if Line 34 is less than Line 26-make check payable to “State of Michigan”, make sure
your social security number is on check, and indicate it is for 2008 income tax
Line 37-probably zero
Lines 36 and 38-Refund-if Line 34 is more than Line 26-complete bank information for direct deposit on Page 1
DO NOT FORGET TO SIGN AND DATE TAX RETURN
Michigan State Tax Return-Schedule W
- Complete name and U.S. social security number
- Withholding table-Complete Table 1 based on information from W-2 form(s), and total Columns E and F - transfer number to box for Table 2-E-3.
- Transfer Box E-3 total to Line 32 on MI 1040 form
Michigan State Tax Return-Schedule 1-if applicable
- Complete name and U.S. social security number
- Line 16-Amount of state refund amount form Line 4-Form 1040NR-EZ
When complete, do the following:
- Make a photocopy of all of the completed forms
- Attach state copies of 1042-S to the forms
- Mail all completed forms to address at bottom of MI1040 form-page 2. This is dependent upon if receiving a refund or making a payment.
- There is no need to attach the State copy(ies) of Form W-2. Schedule W summarizes this information.
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