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IRS Forms W-2 and 1042-S for International Students

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Erich Ruth

International students are considered nonresident aliens for U.S. tax purposes. If you receive income while in the United States—such as wages, a stipend, scholarship, or fellowship—you may receive either Form W-2 or Form 1042-S, depending on the type of income.


📄 Form W-2: Wage and Tax Statement

  • The W-2 form is issued by your employer and reports wages and taxes withheld.

  • It must be provided to you by January 31 each year. If you do not receive it by mid-February, contact your employer to confirm your mailing address.

  • Employers report wages to both the IRS and the Social Security Administration (SSA).

What’s on the W-2?

The form includes:

  • Federal Income Tax (Box 2)

  • Social Security Tax (Box 4)

  • Medicare Tax (Box 6)

  • State Income Tax (Box 18)

  • Local Income Tax (Box 21)

👉 Some international students may find several of these boxes filled, while others will have only a few (depending on tax treaty exemptions or visa type).


📄 Form 1042-S: Foreign Person’s U.S. Source Income

The 1042-S form reports income paid to nonresident aliens, including:

  • Scholarship or fellowship income

  • Independent contractor wages

  • Royalties

  • Other U.S.-source income

Key Details:

  • Form 1042-S must be issued by March 15 each year.

  • You may receive both a W-2 and 1042-S, or only one, depending on your income type.

  • Universities must report only taxable portions of scholarships or fellowships.


🎓 Example: Scholarship Reporting

Suppose a university awards an international student a $26,000 scholarship:

  • Tuition and Fees: $15,000 (non-taxable, not reported)

  • Educational Tools: $5,000 (non-taxable, not reported)

  • Living Expenses/Stipend: $6,000 (taxable, reported on Form 1042-S)

In this case, the taxable $6,000 would appear on Form 1042-S.


✅ What Students Should Do

  • Keep copies of all forms (W-2 and/or 1042-S) for filing your tax return.

  • Ensure your address is up to date with your employer or university.

  • Use these forms when completing your federal and state income tax returns.

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