Tax Forms

The following tax forms are available in PDF format. To read these files, you must have Adobe's Acrobat® Reader. If you do not already have it installed on your computer, you may download a free copy from Adobe's website at https://get.adobe.com/reader/.

FEDERAL

Description

1098-T Tuition Statement
8233 Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual.
8300 Reporting Report Receipt of Cash Payments Over $2500
IRS Determination Letter IRS Letter Acknowledging the Tax Exempt Status of IU
Notice 1392 Nonresident Alien instructions for W-4, Employee's Withholding Allowance Certificate
W-4 Employee's Federal Tax Withholding Allowance Certificate
W-4 Self-Service View and edit your federal W-4 form for federal tax withholding in One.IU
W-8BEN - Individual Certificate of Foreign Status of Beneficial Owner (Individuals) for United States Tax Withholding. See W-8BEN Example for help in completing the form. The Form W-8BEN page also offers assistance on completing the form.
W-8BEN-E - Business Certificate of Foreign Status of Beneficial Owner (Entities) for United States Tax Withholding and Reporting. See instructions for help in completing the form. The Form W-8BEN page also offers assistance on completing the form.
W-9 to Vendors (A/P)

W-9 for Customers (A/R)
Form W-9 Request for Taxpayer Identification Number and Certification. Includes form for requests from and to Indiana University.
W-9S Self Service Provide IU your SSN through One.IU after authentication.
W-9S Request for Student's or Borrower's Social Security Number and Certification.

STATE

Description

Indiana Code  §21-20-2-1

Indiana University is created in the Indiana Code under Title 21, Article 20 which established Indiana University as the university of the State of Indiana

IDOR Letter

Indiana Letter of Good Standing

Indiana ST-105

Indiana General Sales Tax Exemption Certificate

Indiana ST-109 Indiana Utility Exemption Certificate
Indiana WH-4 Employee's Withholding Exemption and County Status Certificate
Indiana WH-4 Self-Service View and edit your Indiana WH4 form for state and county tax withholding in One.IU
Other State Withholding Information about other state tax withholding when working outside of Indiana.
Indiana WH-47 Certificate of Residence (To be exempt from Indiana state withholding tax, you must be a legal resident of one of the following states: KY, MI, OH, PA, WI)

Other

Description

Form TL11A - Tuition, Education, and Textbook Amounts Certificate – University Outside Canada

Canadian students at Indiana University should consult with tax professionals about the income tax deduction allowed for tuition and fees at a university outside of Canada. The Form TL11A can be used to certify tuition and fees paid to Indiana University during the last calendar year. If this form is requested for tax purposes, and you are located on the Bloomington Campus, please contact bursar@indiana.edu.  Outside of the Bloomington Campus please contact the Bursar’s Office for your campus to set up an appointment with a representative who will be able to assist you in completing Part 1 of the form.

INDIANA UNIVERSITY

Description

Certification of Employment Outside US Certification required for employee working outside the United States
Fellowship paid through Payroll Questionnaire Determines if a payment is a fellowship or a wage
Independent Contractor Questionnaire Determines if person has an employee or independent contractor status
International Tax Questionnaire Password Request For Students and Employees only. Determines tax residency status and eligibility for tax treaty benefits using the FNIS system.
International Tax Questionnaire Fll-In For Visitors only. Determines tax residency status and eligibility for tax treaty benefits using a fillable pdf.
Abbreviated International Tax   Questionnaire Assesses whether a fellowship recipient is a US person
Tax Cover Sheet - International Short-  Term Visitor - PDF Fill-in Cover sheet to be attached to payment request documentation
Prize Tax Data Collection Form - PDF Form used to communicate information about prize recipients for tax reporting purposes
Request for Duplicate Tax Forms WEB FORM: Requires authentication to CAS. Only available to current IU employees, retirees, and students. Submit to request a duplicate copy of an annual tax form. Required to be submitted before the duplicate form can be mailed or faxed.
Request for Duplicate Tax Forms PRINT AND FAX/MAIL: Submit to request a duplicate copy of an annual tax form. Required to be submitted before the duplicate form can be mailed or faxed.
Request for Corrected Tax Forms - PDF   Fill-in Form to request corrected tax documents
Request for Prior Year FICA Refund Form to request refund of Social Security and Medicare tax from a prior calendar year
Revoke eConsent Request for 1098-T Form to be completed by a student to revoke prior consent to electronically delivery of IRS Form 1098-T
Revoke eConsent Request for W-2 Form to be completed by an employee to revoke prior consent to electronically delivery of IRS Form W-2
Vehicle Mileage Form. Form to track Business vs. Personal Mileage