| FEDERAL |
|
W-4 |
Employee's Withholding Allowance Certificate |
| W-4P |
Withholding Certificate for Pension or Annuity Payments |
| W-5 |
Earned Income Credit Advance Payment Certificate |
| 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. |
| STATE
|
| WH-4 |
Employee's Withholding Exemption and County Status Certificate |
| WH-4P |
Annuitant's Request for State Income Tax Withholding |
| WH-5 |
Indiana Earned Income Credit Advanced Payment Certificate |
|
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
|
| 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
|
| 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 |
| Abbreviated International Tax Questionnaire |
Questionnaire used for preliminary assessment of whether a fellowship recipient is a US person |
| Compliance Statement |
For payments to foreign visitors in business or tourist status |
| Substitute W-9 |
Indiana University Substitute Form W-9, Request for Taxpayer Identification Number and Certification |
| Substitute W-9 Instructions |
Indiana University Substitute Form W-9 Detailed Instructions |
| 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 |
Form to be completed by a student to revoke prior consent to electronically delivery of IRS Form 1098-T |
