Forms

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 Forms

  • Online Access via ACS, a tax credit report service
  • Instructions for Accessing Your Record

• Online Withholding Allowances (W-4 / DE-4) Enrollment Form

  • Available in Axess (Employee Information tab / Financial Information section / Edit W-4 and DE-4 Information)
  • See Quick Steps: Declare or Change Withholding Allowances
• Paper Withholding Allowances (W-4 / DE-4) Enrollment Form (May be completed and mailed to Payroll)