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Tax Filing Information

Hello and welcome to the Tax Filing Information page! All the information you need from IU for tax season will be accessible via this page.

Note: International Employees may receive a W-2 and a 1042-S. Please wait until you have received all tax forms to file your US tax return 1040NR.

Note: Request for duplicate tax forms or W-2 with unmasked SSN cannot be fulfilled until after February 16th, 2024.

Tax Form Forecast & Electronic Delivery

Electronic delivery is the quickest way to receive tax forms once they are available. Once electronic delivery/access is setup, tax forms can be accessed at will by the user.

Below is a table detailing the estimated date each tax form will be available online and mailed out physically as well as links to information on how to access the tax forms electronically:

Tax Form Est. Electronic Delivery Date Mail Date Electronic Delivery Information
W-2 1/18/2024 1/31/2024 W-2 Electronic Consent
1098-T 1/25/2024 1/31/2024 1098-T Access Information
1099-NEC NA 1/31/2024 NA
1099-MISC NA 1/31/2024 NA
1099-K NA 1/31/2024 NA
1042-S 2/15/2024 3/15/2024 1042-S Access Information
Fellowship Letters NA 1/31/2024 NA

Employee Tax Information

Student Tax Information

Customer Tax Information

Supplier Tax Information

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