Tax Information

TAX INFORMATION

Everyone who works at OSU must pay federal and state income taxes. OSU is required to withhold income taxes from your paycheck. After the end of the year, you must complete annual tax forms, which for some students will result in a refund of some of the tax that was withheld. These forms are due by April 15 each year. Workshops for international students are available each spring to help with this process. Check the ISS electronic newsletter beginning in January for more information.

Students from certain countries may be able to reduce their tax liability through the benefits of an income tax treaty between the U.S. and their country. IF you qualify for treaty benefits, remember that you must sign a form each year. Check with the ISS office for assistance with tax treaty benefits.

Linda Dunbar, our International Tax Coordinator, is available to offer assistance in understanding your tax obligations and to assist you with claiming tax treaty benefits.

All foreign nationals who receive payments for work, scholarships, travel reimbursement, or honoraria, from Oklahoma State University generally must enter information into our tax database, called Glacier. New students will have the opportunity to do this during orientation. This database helps OSU determine how you are to be taxed by the U.S. and the State of Oklahoma. You will also receive from ISS a form called, “OSU International Employment Clearance” that you will give to your employer.

Please bring the following with you to the ISS Office for renewals:

  • Passport
  • I-94
  • I-20
  • Current enrollment printout

You must be enrolled full-time as follows:

Undergraduate

12 Hours

Graduate:

 

   No or 1/4 Assistantship

9 Hours

   1/2 Assistantship

at least 6 Hours

 

You may ONLY work a total of 20 hours per week, even if you have more than one job.

If you are eligible to work and have a job, you will need a Social Security Number (SSN), which can be obtained from the Social Security Administration, 518 Lakeview Rd., Stillwater. Please bring along your passport, I-94, I-20 and letter of employment.

If you are receiving a scholarship from your academic department that is subject to tax but you do not have a Social Security Number, you will need an Individual Taxpayer Identification Number (ITIN). ISS can help you apply for this number. You will need to complete Form W-7.

You may be able to reduce your tax obligations if a tax treaty exists between the U.S. and your home country. The Glacier software will tell you if such a treaty is available. If Glacier determines that you are eligible for tax treaty benefits, you will be asked to print a pdf file of a Form 8233 for employment or W-8BEN for a scholarship. Remember that the existence of a treaty does not guarantee that you qualify for an exemption. Certain conditions must be met and each situation must be reviewed. When you come to ISS for your International Work Permit, we will help you determine if you qualify for a tax treaty.

Form 8233 is valid for one calendar year, from January 1 to December 31. You should be receiving a reminder by email in late November or early December about renewing your treaty. Your treaty for the next year will not be effective until you sign Form 8233 and submit it to the ISS office.

 

List of Treaty:

 

Tax workshops

The Office of International Students and Scholars holds international tax workshops for international students to file their tax returns. Click here for more information.