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Announcement for 2013

The tax season is approaching again. IIE and your grant sponsor are pleased to offer you the tax preparation service by an outside tax service for the filing of your 2013 income tax return. All individuals who are present in the U.S. on a J or F visa must file a U.S. Nonresident Alien Income Tax Return and/or Statement for Exempt Individuals (form 8843). All Fulbright students, Laspau, HHH and IFP grantees are eligible to use the Grantax service; however, if you receive your funding directly from IIE in 2013 you are required to use the Grantax service at NO COST to you.

Please complete and submit the questionnaire below, to GRANTAX, as we need to have this information to assist in the preparation of your 2013 U.S. Income Tax Return:

Online Questionnaire

If you used GRANTAX to file your 2012 tax return, please use that password to sign on and access the existing account where personal information is pre-populated for your convenience. If you don't remember your password, you can click "Forgot Password" on the first page of the online questionnaire and your password will be sent to the email address you provided on your 2012 questionnaire. If you do not receive your password within a day, please email GRANTAX to reset your password.


For First-Time Users

Before you register, make sure you have either a Social Security Number(SSN) or Individual Tax Identification Number(ITIN) in order for GRANTAX to file your tax return. Please be aware that the GRANTAX questionnaire automatically assigns a temporary SSN/ITIN when you select "no" SSN/ITIN. This would only allow you to proceed with the questionnaire. The temporary SSN/ITIN is not accepted by the IRS so you must apply for a SSN (Form SS-5) or an ITIN (Form W-7). If your application for a SSN is rejected, GRANTAX can apply for an ITIN on your behalf when mailing your federal tax return to the IRS. Please email GRANTAX for instructions and the Form W-7 application.

If you have both a SSN and an ITIN, the SSN supersedes the ITIN.

Continuing on with the questionnaire, please click on "First-Time User Registration" that takes you to the registration page, where you create your password for future re-entry to your questionnaire. After you sign in you will see a checklist page, you need to click continue to proceed to the main section of the questionnaire. You should download the Power of Attorney on the checklist page before final submission. You cannot log in again to make changes after final submission without notifying GRANTAX.

If you have problems in accessing our online questionnaire, email GRANTAX for the MICROSOFT WORD version and a Power of Attorney form in PDF format.

Please complete and electronically submit the questionnaire and mail or email (only 5 MB DOC or PDF files accepted) all required tax documents (all copies must be legible) so that GRANTAX receives them by 03/31/14. Please mail documents to:

GRANTAX/IIE
809 United Nations Plaza
New York, NY 10017-3580

You can also choose to scan and email all your documents to GRANTAX. Make sure the scanned images are clear and legible. Please note that IIE’s email does not accept attachments larger than 5 MB.


Tax Preparation & Filing Procedure

GRANTAX files your U.S. nonresident income tax report (return) based solely on your questionnaire without verification, as well as official tax forms you receive from independent sources at the beginning of the year. Grantax files the Federal tax return by combining personal and financial information you provide in your questionnaire with various tax forms issued by IIE and non-IIE sources. It's very important for Grantax to receive complete and accurate information from you in order to file the return although it may seem quite time-consuming to you. An increasing number of returns have been subject to tax audit lately and Grantax would like to be well prepared for it on your behalf. A copy of your Federal tax return will be sent to you for your records upon completion, and an additional explanation with instructions will be attached as well.


State Tax Return

GRANTAX will file your state tax return if you received wages (form W2, 1099-MISC, 1042S income code 18 or 19) in 2013. The return will be mailed to you so you can sign and mail to an applicable state tax authority directly. Although your sponsor does not bear any state tax liability, if your return is late and you are charged with late filing penalty, IIE will bear the charge on your behalf. However, if federal and state taxes were not withheld from your 2013 miscellaneous income (1099-MISC), IIE will NOT pay the interest and penalties assessed for late filing. If you received a 1099-MISC, please email GRANTAX immediately so we can estimate your liability before the filing deadline of 04/15/14.

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Contact

Always include your IIE/Laspau grantee number in all e-mails to GRANTAX

Wendy Lau
Tax Manager
Institute of International Education
809 United Nations Plaza
New York, NY 10017
Fax: +1 212.984.5553
E-mail: grantax@iie.org