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Tax Return Filing Forms

You will receive certain kinds of tax forms from Tufts and/or any other company, organization, or entity that has provided you with US-source income. These forms report your US income for the tax year. You should keep these forms in your permanent tax records. If you notice any errors, contact the employer / agency that issued you the form.

 

Form When Issued Description
W-2 Wage and Tax Statement January 31 for the previous year
  • Issued to all employees
  • Reports wages (salary) and any US federal and state taxes withheld from earnings from employment
  • W-2s issued by Tufts can be accessed in E-Serve. W-2s issued by another employer may be sent by mail, but you should check directly with the employer to verify how/when you should expect to receive it.
1042-S, Foreign Person's US Source Income Subject to Withholding March 15 for the previous year
  • Issued to foreign persons or persons presumed to be foreign
  • Reports various kinds of income, including (1) the amount of wages that was exempt under a tax treaty benefit and (2) the non-qualified taxable amounts of a fellowship or scholarship
  • In general, the non-qualified taxable portion of a fellowship / scholarship is the amount that exceeds the cost of tuition and fees required for attendance; scholarships for non-degree students are considered taxable in their entirety
1099-MISC, Miscellaneous Income January 31 for the previous year
  • Issued to persons receiving miscellaneous income and/or medical and health care payments
1099-INT, Interest Income January 31 for the previous year
  • Reports interest income earned, e.g., simple interest from a savings account
1098-T, Tuition Statement January 31 for the previous year
  • Issued each year to all registered students to claim tax deductions for tuition paid, but nonresidents for tax purposes are not eligible to claim this deduction and should therefore not use this form. Residents for tax purposes, however, can include this form with their tax filing.
1095(B or C) and 1099-HC, Health Coverage
 March 2 for the previous year
  • Documents health insurance coverage for the year.
  • 1095 is the federal version of the form, and 1099-HC is the Massachusetts state version.
  • Those on the Tufts student health insurance can access in United Healthcare MyAccount by clicking “My Coverage” -> “Tax Documents.”
  • If you did not earn income in the previous calendar year, you should keep these forms, but do not need to file anything with them. If you did earn income, you will be prompted to enter information from these forms on your federal and state tax returns, as applicable.