Financial Services

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Payroll Services

Foreign Nationals

Resident Alien (RA) Payroll Tax Forms

Note that tax status is different from immigration status. Contact Payroll Services with questions regarding tax status.

All RA employees complete form W-4. In addition, treaty exempt RAs sign form W-9. This form is prepared by Payroll Services as applicable. It is implemented when signed and dated by the employee.

RA employees receive form W-2 prepared by Payroll Services, summarizing taxable earnings and income taxes withheld for the tax year. Note that some J-1 non-student employees in Resident Alien tax status may also receive a form 1042-S in addition to form W-2.

Treaty exempt RA employees receive form 1042-S prepared by Payroll Services, summarizing the treaty exempt portion of wages for the tax year.

Form W-4 “Employee’s Withholding Allowance Certificate” for Resident Alien tax status.  Complete the form following the instructions of the form. Forward the completed and signed and dated form to Payroll Services, SCB 208.

Form W-9 “Request for Taxpayer Identification Number and Certification” – treaty exemption form for Resident Alien tax status requires treaty language added to the form.

Form W-2 “Wage and Tax Statement”. Form W-2 is an annual statement summarizing your taxable earnings from OUHSC. Payroll Services prepare W-2s. They are mailed out to addresses on record by January 31 of the following year.

Form 1042-S “Foreign Person’s U.S. Source Income Subject to Withholding." For employees, this form is used to record treaty exempt income for the tax (calendar) year. The form is mailed to recipients no later than March 15 of the following year. Payroll Services prepares 1042-S forms for employees. We strive to mail the forms by January 31 in conjunction with the Form W-2 the employee may receive in addition to the 1042-S form.