Tax Forms & Publications

Tax Forms & Publications

February 26, 2014

Tax Form Information Contact
W-2 Wage and Tax Statement for UCLA  Payroll Services
(310) 794-8726
W-4 UC W-4 & DE 4 University of California Federal-State Withholding Allowance Certificate  Payroll Services
(310) 794-8718
W-7 Application for IRS Individual Taxpayer Identification Number  Tax Services
(310) 794-0538
W-8BEN Certificate of Foreign Status of Beneficial Owner of U.S. Tax Withholding  Payroll Services
(310) 267-5774
W-8EXP Certificate of Foreign Government or Other Foreign Organization for U.S. Tax Withholding  Payroll Services
(310) 267-5774
W-8ECI Certificate of Foreign Person’s Claim that Income Is Effectively Connected with the Conduct of Trade or Business in the U.S.  Payroll Services
(310) 267-5774
W-8IMY Certificate of Foreign Intermediary, Foreign Flow-Through Entity or Certain U.S. Branches for U.S. Tax Withholding  Payroll Services
(310) 267-5774
W-9 Request for Taxpayer Identification Number and Certification, Instructions for Completing W-9 Fill-In Form  Tax Services
(310) 794-0538
590 Withholding Exemption Certificate  Tax Services
(310) 794-0538
592-B Nonresident Withholding Tax Statement  Accounts Payable
(310) 794-0197
990 Return of Organization Exempt from Income Tax  Tax Services
(310) 794-0538
1042-S Foreign Person's U.S. Source Income Subject to Withholding  Payroll Services
(310) 267-5774
1098-T  Tuition Statement  ACS
(877) 467-3821
1099-MISC Miscellaneous Income  Accounts Payable
(310) 794-0197
1099-R  Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.  UC Human Resources & Benefits
(800) 888-8267, ext. 70651 
8233 Exemption from Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual  Payroll Services
(310) 267-5774
8843 Statement for Exempt Individuals and Individuals with a Medical Condition  Payroll Services
(310) 267-5774
Foreign Source Income
Foreign Source Income Statement Required for foreign individuals and entities exempt from U.S. income tax withholding & reporting.  Tax Services
(310) 794-9868
GLACIER: Nonresident Alien Tax Compliance System
Initial GLACIER Entry Form For foreign individuals when completing their tax status record in GLACIER.  Payroll Services
(310) 794-8718
Honorarium Payment Statement For honorarium payments to B-1, B-2, WT and WB visa holders.  Payroll Services
(310) 267-5774
Tax Summary Report For honorarium payments to B-1, B-2, WT and WB visa holders.  Payroll Services
(310) 267-5774
Noncash Awards
Statement of Noncash Award/Prize: Employee To determine tax reporting and withholding with respect to noncash awards given to employees.  Tax Services
(310) 794-9868
Statement of Noncash Award/Prize: Non-Emp. To determine tax reporting and withholding with respect to noncash awards given to non-employees.  Tax Services
(310) 794-9868
Travel Reimbursements for Non-U.S. Citizens
Declaration of Immigration Status Required for foreign individuals receiving reimbursement for their travel expenses.  UC Travel Center
(310) 206-2639
Worker Classification
Independent Contractor Pre-Hire Worksheet Required to determine if worker is an employee or independent contractor.  Tax Services
(310) 794-6724


Tax Publications 

Internal Revenue Service (IRS)

U.S. Citizens & Permanent Residents

 Publication 17, Your Federal Income Tax
 Publication 505, Tax Withholding and Estimated Tax
 Publication 970, Tax Benefits for Education

Nonresident Aliens

 Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities
 Publication 519, U.S. Tax Guide for Aliens
 Publication 901, U.S. Tax Treaties
 Publication 970, Tax Benefits for Education 
 Publication 1040NR, U.S. Nonresident Alien Income Tax Return
 Publication 1915, Individual Taxpayer Identification Number (ITIN)
 Foreign Student/Foreign Scholar Filing Requirements for U.S. Federal Income Tax Form 1040NR
 Foreign Students and Scholars
 Relevant IRS Forms and Publications for International Taxpayers
 Withholding Federal Income Tax on Scholarships, Fellowships, and Grants Paid to Aliens 

California Franchise Tax Board (FTB)  

For All Individuals

 Publication 1031, Guidelines for Determining Resident Status
 Forms and Publications
 540 2EZ, Personal Income Tax Booklet
 540 & 540A, Personal Income Tax Booklet
 540NR, Nonresident or Part-Year Resident Booklet
 Form 540-ES, Estimated Tax for Individuals
 Form 540-ES Instructions