Foreign Student and Scholar Questionnaire 2025

Has the client filled out Form 13614-NR for this tax year?

This question is required.

It is okay if the client does not know some of the answers, but they should fill out as much of Form 13614-NR as possible.

NOTE: The client should not fill out the usual VITA intake questionnaire, Form 13614-C.

Yes

No

Client's first name

This is the primary taxpayer — confirm which taxpayer is normally listed first (if filing a joint 1040 tax return with tax treaty).

Client's last name

Language spoken by client (if not English)

Space to leave notes for the preparer

Does the client meet our income limit criteria?

This question is required.

The Prosper Tax Help income limit is $60,000 (adjusted gross income) for individuals, $85,000 for a tax household of 2-4 people, and we add $5,000 for each additional member beyond 4 people.

Nonresidents often must file the 1040-NR without including a spouse or dependents on the form itself, but the income limit is still applied to these individuals using their actual household size.

For example: a nonresident alien who is married but will file Form 1040-NR without their spouse must meet the income requirements for a family of 2 to 4 people.

Yes, the client or family is within the income limit.

No, the client or family is above our income limit.

For which tax year(s) do they wish to file?

This question is required.

Choose all that apply.

2024

2023

2022

2021 and/or prior

For which tax year are you completing this form?

This question is required.

Submit a new FSS Questionnaire for each tax year the client will be filing.

2024

2023

2022

2021 and/or prior

Did the client already file a tax return for this tax year?

This question is required.

Yes

No

Will the client file a 1040 or a 1040-NR?

This question is required.

Use Form 1040 vs. 1040-NR Screening Tool on CTC Resources. Ask for help with this if you need it!

The client will file a 1040-NR.

The client will file a 1040 because they received Form 1042-S.

I am unsure whether the client should file a 1040 or 1040-NR.

What is the client's current immigration status?

This question is required.

F-1 Student

F-2 Spouse or child of student

J-1 Exchange visitor

J-2 Spouse or child of exchange visitor

US citizen/permanent resident/resident alien (only for 1040 returns with tax treaty)

Other

What is the date the client first entered the United States?

This question is required.

Did the primary taxpayer meet the Substantial Presence Test for the tax year in question?

This question is required.

Use Form 1040 vs. 1040-NR Screening Tool on CTC Resources. Ask for help if you need it!

No. They will file a 1040-NR prepared by the Foreign Students and Scholars program.

Yes. They will file a 1040 but it will prepared by the FSS team because they received a 1042-S.

I am referring the client to the FSS team for further evaluation because I am unsure whether the primary taxpayer meets the Substantial Presence Test or for another reason.

Is the client married?

This question is required.

Answer yes even if the spouse lives in another country.

Yes

No

Does the client have any dependents?

This question is required.

Yes

No

Does the client have I-94 documentation (most recent entry)?

This question is required.

Yes

No

Does the client have I-94 documentation (travel history)?

This question is required.

Yes

No

Did the client fill out information on the second page of Form 13614-NR about the host academic institution during the tax year, including the name of an academic/specialized program director?

This question is required.

Yes

No

Does the client prefer to be contacted by text, email, or both?

This question is required.

Text

Email

Both

Will the client provide bank information in order to receive their refund by direct deposit?

This question is required.

Yes

No

The information will be uploaded separately to the Hub ticket.

The client will provide this information later.

Demographic Questions

What is the gender identity of the primary taxpayer?

This question is required.

Female

Male

Non-binary/Other

Prefer not to answer

How do you plan to use your refund?

This question is required.

How did you have your taxes prepared last year?

This question is required.

What is your volunteer ID?

Please upload these documents to the Hub ticket:

☐ Passport

☐ Visa page

☐ I-20/DS-2019

☐ I-94, Arrival-Departure Record

☐ Income documents (e.g. Form 1042-S)

☐ Prior year return, if available

☐ Bank information

☐ Form 14446 Virtual VITA Consent

☐ Any additional documents as prompted in these checklist responses

☐ This completed checklist (Download PDF after clicking Submit below)

If you have any other notes to share with the FSS team, please first scroll back to the top of this checklist and add them in that initial box.

Foreign Student and Scholar Questionnaire 2025

Questions

How is this anonymous?

Privacy Policy