Tax Forms & Publications

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

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Tax Publications

Internal Revenue Service (IRS)