Resident Aliens for Tax Purposes

U.S. tax residents may seek free tax assistance offered by UM's resident VITA site: http://extension.missouri.edu/hes/taxed/Taxhandbill.pdf (page to be updated each year). This clinic is walk-in only, and people may be turned away when the clinic reaches capacity.

Tax Residents with Residual Treaty Claims

A U.S. tax resident with a tax treaty benefit may have received the full benefit during the tax year (all treaty income is reported on a 1042-S), or may need to claim treaty benefits on their tax return (known as a residual treaty claim). If all treaty benefits have been received and are reported on a 1042-S, the tax filer may attend the resident VITA site as normal. If you are a tax resident who needs to make a residual treaty claim, the NRA Tax Office can provide a form necessary for your return. Once you obtain this form 8833, you may attend the resident tax clinic. Please contact the NRA Tax Office by email.

Residents Who Need an ITIN for Spouse or Dependents 

Residents who have a spouse or dependents who do not have a Social Security Number will need to submit an application for an Individual Taxpayer Identification Number (ITIN) for family members listed on the return. Assistance with the ITIN application will be provided by the Jefferson City H&R Block Office, 1709 Missouri Blvd. Suite D-E (573) 634-4999. Appointments are recommended. The appointment should take place after the tax return paperwork has been prepared so that the original tax return can be brought to the ITIN appointment.