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          Tax Reporting and Retirement

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Tax Forms and Publications

The following tax forms are available in PDF format. To read these files, you must have Adobe's Acrobat® Reader. If you do not already have it installed on your computer, you may download a free copy from Adobe's website at http://www.adobe.com/acrobat/readstep.html.

FEDERAL Document Description
W-4 Employee's Withholding Allowance Certificate
Notice 1392 Nonresident Alien instructions for W-4, Employee's Withholding Allowance Certificate
W-4P Withholding Certificate for Pension or Annuity Payments
W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W-9 See Indiana University Forms below
W-9S Request for Student's or Borrower's Social Security Number and Certification
8233 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual.
8300 Report Receipt of Cash Payments Over $10,000
STATE Document Description
WH-4 Employee's Withholding Exemption and County Status Certificate
WH-4P Annuitant's Request for State Income Tax Withholding
WH-47 Certificate of Residence (To be exempt from Indiana state withholding tax, you must be a legal resident of one of the following states: KY, MI, OH, PA, WI)
ST-105 Indiana General Sales Tax Exemption Certificate
PUBLICATIONS Publication Description
520 Publication 520 is no longer available. See Publication 970 for information about Scholarships and Fellowships
Brochure NACUBO Education Tax Benefits Brochure
521 Moving Expenses Publication and form Form 3903.
593 Tax Highlights for US Citizens Going Abroad
519 U.S. Tax Guide for Aliens
970 Tax Benefits for Higher Education
INDIANA UNIVERSITY FORMS Form Description
Prize Tax Data Collection Form - PDF Form used to communicate information about prize recipients for tax reporting purposes
Tax Treaty Countries See a list of countries that have a tax treaty with the United States
Tax Cover Sheet - International Short-  Term Visitor - PDF Fill-in Cover sheet to be attached to payment request documentation
International Tax Questionnaire - PDF   Fill-in Questionnaire to determine tax residency status and eligibility for tax treaty benefits
Fellowship paid through Payroll Questionnaire Questionnaire used for determining if a payment is a fellowhip or a wage
Abbreviated International Tax   Questionnaire Questionnaire used for preliminary assessment of whether a fellowship recipient is a US person
W-9 Form W-9 Request for Taxpayer Identification Number and Certification. Includes form for requests from and to Indiana University.
Independent Contractor Questionnaire Questionnaire used to determine if person has an employee or independent contractor status
Certification of Employment Outside US -   PDF Fill-in Certification required for employee working outside the United States
Request for Duplicate Tax Forms WEB FORM: Requires authentication to CAS. Only available to current IU employees, retirees, and students. Request for a duplicate copy of an annual tax form by submitting this electronic request. Required to be submitted before the duplicate form can be mailed or faxed.
Request for Duplicate Tax Forms PRINT AND FAX/MAIL: Request for a duplicate copy of an annual tax form. Print, complete, and fax/mail this authorization form to obtain a duplicate tax form. Required to be submitted before the duplicate form can be mailed or faxed.
Request for Corrected Tax Forms - PDF   Fill-in Form to request corrected tax documents
Request for Prior Year FICA Refund Form to request refund of Social Security and Medicare tax from a prior calendar year
Revoke eConsent Request for 1098-T Form to be completed by a student to revoke prior consent to electronically delivery of IRS Form 1098-T
Revoke eConsent Request for W-2 Form to be completed by an employee to revoke prior consent to electronically delivery of IRS Form W-2

Block IU Last Updated 3/12/2014
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