Tax Information
Tax reporting, exemptions, and educational tax credits
Downloadable and online forms related to tax reporting:
- IRS Forms
- 1040 (U.S. Individual Income Tax Return) for U.S. citizens and residents
- 1040-EZ (Simpler 'no-dependents' version of Form 1040)
- 1040-NR (Non-Resident Alien Income Tax Return)
- 1040-NR-EZ (Simpler 'no-dependents' version of Form 1040-NR)
- 1040ES (U.S. Estimated Tax for Non-Resident Alien Individuals)
- W-8BEN (tax treaty form for fellowship payments) – use to Claim Tax Treaty for Fellowship Payment
- 8233 (tax treaty form for salary payments) – use to Claim Tax Treaty for Salary Payment
- 8863 Education Credits - Hope and Lifetime Learning Credits
- Other Forms and Instructions
- California Franchise Tax Board Forms
- 540 (California Resident Income Tax Return Form)
- 540-ES (Estimated Tax for Individuals Form)
- Other Forms and Instructions
- 1098-T (online access to your IRS tax information)
- Online Withholding Allowances (W-4 / DE-4) Enrollment Form
- Available in Axess (Employee Information tab / Financial Information section / Edit W4 and DE4 Information)
- See Quick Steps: Declare or Change Withholding Allowances