Tax Situations We Cover:

Filing Taxes with No U.S. Income

New to the U.S. and have no U.S.-source income? You still need to file Form 8843. This guide walks you through the process.

Filing Taxes with Work-Study or OPT Income

Earned income from an on-campus job, work-study, or OPT? You’ll need to file Form 1040-NR. Here’s what you need to know.

Reporting Investment Income as an International Student

Made money from stocks or crypto? Investment income for international students (nonresident aliens) is taxed at 30%, with few exceptions. Learn how to report it correctly.

Claiming Tax Treaty Benefits for Students and Researchers

Many countries have tax treaties with the U.S. that reduce or eliminate income tax for visiting students, professors, and researchers. Learn how to file a Form 1040-NR Schedule OI.

Tax Filing as a Resident Alien

Are you a PhD student, postdoc, or someone who has spent several years in the U.S.? You may qualify to file taxes as a resident alien. Understand your tax residency status with the Substantial Presence Test.

Advanced Topics for PhDs, Postdocs, and H-1B Visa Holders

Filing a dual-status tax return? Transitioning from an F-1 to an H-1B visa? These and other complex tax situations explained—based on my own experience and research.