We strongly recommend consulting with a tax advisor before coming to the KITP. KITP cannot provide tax advice.
Federal Taxes
Internal Revenue Service forms and publications can be viewed online with your browser or downloaded as pdf files for Adobe Reader. Many forms and publications are available in Spanish. There are glossaries of English tax terminology available for Spanish, Chinese, Korean, Russian and Vietnamese.
Here are some special pages or publications related to your income supplement:
- U.S. Residents (citizens & resident aliens):
- Instructions for Form 1099-MISC -- (please check each year for recent update)
- Tax Withholding and Estimated Tax, Publication 505 (online, pdf)
- Estimated Tax for Individual, Form 1040-ES (pdf)
- Nonresident Aliens:
- To receive any salary or an income supplement through KITP, a nonresident must have a J-1 visa. To take advantage of any tax treaties, you will also need a U.S. Taxpayer Identification Number (TIN).
- Certain Essential Concepts.
- U.S. Tax Guide for Aliens (Publication 519)
- Taxation of Nonresident Aliens
- Instructions for Form 1042-S (please check each year for recent update)
- UCSB may withhold taxes from your supplemental income.
- Taxation of such income may depend on whether or not your country of residence has a tax treaty with the U.S.
California State Taxes
California forms and publications may also be viewed and downloaded. Note that some forms are available in several different languages.
If you have any questions, please contact the Business Officer.