2007-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 2006 MI refund received in 2007-Exceptions:  (1) if income for 2006< $ 3300 and India students)
            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 $ 5350
             Other students may deduct the state tax withheld from Box 17 on the W-2-if income over $ 3400
Line 12-Subtract Line 11 from Line 10
Line 13-Exemption amount is $ 3400
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 18-21
Line 22 and 23a-if refund-Line 21 is more than line 17-if want refund directly deposited, complete bank information-otherwise, draw lines through boxes
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 2007 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 2006 and filed a tax return-put Form 1040NR-EZ- year 2006
Part J-India students-put “ $ 5350-standard deduction-Article 21(2) for 2007”-The 2006 amount was $ 5150.
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 2007 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:

1. Make a photocopy of all of the completed forms
2. Attach federal copies of W-2 and 1042-S forms
3. Mail all completed forms by April 15, 2008 to:

Internal Revenue Service
Austin, TX  73301-0215

2007-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  “ 3400” in second box.
Line 9g-Put $ 3400
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 9g- $ 3400
Line 16-Taxable Income-Subtract Line 15 from Line 14
Lines 17-18-Multiply Line 16 by 4.01 %. (.0401)
Lines 19-24-Attach schedule 2 if applicable
Line 20 - Subtract line 19 from line 18
Line 25-probably amount from Line 18
Lines 21,22 and 23-contribution if desire
Line 24-Use tax-amount if applicable-otherwise-zero
Line 25-Add lines 20, 21, 22, 23 and 24
Lines 26 through 29-probably zero
Line 30-From Schedule W-Table 1-Amount from Box 17 from W-2
Line 31-probably zero
Line 32-Add Lines 26-31
Line 33-Balance Due-if Line 32 is less than Line 25-make check payable to “State of Michigan”, make sure your social security number is on check, and indicate it is for 2007 income tax
Lines 34 and Line 36-Refund-if Line 32 is more than Line 25-complete bank information for direct deposit if desire on Page 1

      DO NOT FORGET TO SIGN AND DATE TAX RETURN

                  Michigan State Tax Return-Schedule W

1. Complete name and U.S. social security number
2. Withholding table-Complete Table 1 based on information from W-2 form(s), and total Columns E and F.
3. Transfer Box E-3 total to Line 30 on MI 1040 form

Michigan State Tax Return-Schedule 1-if applicable
       1)  Complete name and U.S. social security number
       2)  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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