Individual Tax Workshops
The Office of the Vice President for Finance (VPF) sponsors Individual Tax Workshops for MIT students and scholars typically in February and March. The purpose of these workshops is to provide general guidance to students and scholars on the process of filing U.S. and MA tax returns. The workshops are not intended to provide individual tax advice.
The workshops are held on campus and are co-sponsored by the Office of Graduate Education (OGE), the International Students Office (ISO), the International Scholars Office (ISchO), and Student Financial Services (SFS), in collaboration with PricewaterhouseCoopers (PWC).
Update: March 23, 2021
The federal income tax filing due date for individuals for the 2020 tax year has been extended by the IRS from April 15, 2021, to May 17, 2021. You do not need to file additional forms or call the IRS to qualify for this federal tax filing extension.
The deadline for the Massachusetts individual income tax return filing has also been extended to May 17, 2021. Please consult state tax agency websites for information on filing deadlines in states other than Massachusetts.
Spring 2021 Tax Workshops for Students and Scholars for Tax Year 2020
Tax Workshop for Nonresident International Students
Recorded March 2, 2021. View on YouTube.
Tax Workshop for U.S. Citizens and Resident Students and Scholars
Recorded March 2, 2021. View on YouTube.
Tax Preparation Assistance
The IRS and state websites contain information and guidance for complying with your tax filing obligations, however, you may have individual circumstances that require additional tax guidance or advice. MIT nonresident alien students and scholars have access to tax preparation software to help file returns and answer questions. Legal restrictions prevent MIT staff members from advising you about tax liabilities or helping you to prepare your tax return. If your tax situation is complex, you may want to seek the services of a professional tax preparer to file your tax returns. See Tips for Choosing a Tax Preparer below if you are considering working with a professional tax preparer.
Tips for Choosing a Tax Preparer
Use these tips to evaluate whether the preparer will be able to assist you. Use this guide to help determine if you are comfortable hiring a preparer and understand issues related to experience and cost.
Check the preparer’s qualifications
Typically, the more qualified a preparer is, the higher the fee. The following are different types of tax preparers in order of expense and likely experience:
- Tax Attorney – Has the most specialized knowledge for complex situations and is likely the most expensive
- Certified Public Accountant (CPA)
- Enrolled agents
- Tax preparation companies – experience varies greatly by company and by each preparer of the company, ask a lot of questions before hiring a tax company
- Check the preparer’s history for any disciplinary action or to verify license status (see Additional Tax Preparation Resources below)
- Ask about service fees
- Know the maximum fee that could be charged
- Ensure any refund is paid directly to you and not the preparer
Keep in Mind:
- Avoid preparers that promise a higher refund than other preparers or charge a fee based on a percentage of the refund
- Make sure the preparer is available and you know how to contact them after the filing season is over
- The preparer should be requesting records and receipts to prepare your return, including your W-2 or 1042-S (if applicable)
- Never sign a blank return
- Review your return before signing it as you are responsible for all information reported on the return
- Ensure the preparer signs and includes their Preparer Tax Identification Number (PTIN)
- Report abusive tax preparers to the IRS
Tips Specific to Nonresident or Dual-Status Tax Filers
- Ask how many 1040NR or 1040NR-EZ forms the preparer files each year
- If you are an F, J, M, or Q visa holder, ask the preparer if they are familiar with the rules that apply to your visa status, and whether they have experience filing returns with your visa status
- If you are a dual-status resident, ask how many dual-status returns the preparer has filed
Beware of tax preparers who offer to help you prepare your immigration forms. The only individuals authorized to give advice on immigration law are attorneys and representatives accredited by the U.S. Department of Justice’s Executive Office for Immigration Review.
Local Tax Preparers
The following is a list of local tax advisors who can assist you for a fee.
DISCLAIMER: These tax preparers specialize in tax issues for foreign nationals. MIT does not endorse any specific tax specialist. There are many others in the Boston area.
- KLR & Co. Ltd., Certified Public Accountants
- Costa Law Group, P.C., Tax Attorneys
- PricewaterhouseCoopers LLP
- Arthur R. Kerr II, Tax Attorney - Vacovec, Mayotte & Singer
If you are a nonresident for tax purposes and you consult with a tax specialist, make sure he/she knows that you need to file Nonresident tax forms. Since nonresident tax returns are different from resident tax returns, it is important that you talk to a tax professional who has experience in filing nonresident tax returns.
Additional Tax Preparation Resources
- MIT Graduate Assistance Information Network
- IRS tips for choosing a tax preparer
- MA Personal Income Tax
- IRS authorized locations for free tax preparation
- IRS Volunteer Income Tax Assistance program
- Federal e-file options
- Directory of Federal Tax Return Preparers
- IRS Tax Pro Association Partners
Please be aware that some tax preparation resources and software are only available to U.S. citizens and residents.
The content in this website is provided for informational purposes only. MIT does not offer legal, accounting, or tax advice and services. This information should not be used as a substitute for consultation with a professional accounting, tax, or legal advisor. MIT recommends that students consult a tax advisor for individual tax advice.