Form W-2 and Form 1042-S
Payroll provides employees with Form W-2 by January 31 and eligible foreign nationals with Form 1042-S by March 15 each year.
Form W-2
At UT Dallas, your Form W-2 is available via the web if you consent before January 5th to receive your Form W-2 in this manner. Follow these instructions to provide your consent. If you prefer to recieve your form by mail, it will be mailed by January 31st to your address on file in the HR system as of the preceding December 31st. You may update your address via Galaxy.
Need a duplicate Form W-2? Follow these instructions.
Payments reported on a Form W-2 are generally considered to be taxable. Box 2 of Form W-2 indicates the amount of federal tax the University deducted from salary and wage payments made to you during the year.
Form 1042-S
If you claimed an exemption from tax withholding for part or all of the salary or wage payments made to you by the University based on an income tax treaty between the U.S. and your country of residence, the amount of income eligible for tax treaty exemption will be reported to you on Form 1042-S. Form 1042-S is also used to report scholarships, fellowships, honoraria, guest lecturer fees, and travel reimbursements, regardless of whether the payments are taxable or tax exempt.
What if I get both?
In some cases, you may receive both a Form W-2 and a Form 1042-S from the University. When filing your U.S. income tax return, (Form 1040NR or 1040NR-EZ), you should combine the amounts reported to you on Forms 1042-S and W-2 (if you received both forms) to calculate your total income.
Last Updated: October 8, 2007
