Taxes

Every postdoc has to pay taxes, whether you are paid by US government agency, University or by your own country! The deadline to submit your tax report (better known as a tax return) is on April 15.

You need to pay two types of tax: federal and state tax. The amount you need to pay depends on your postdoc category, your marital status, pertinent tax treaty between US and your home country, etc. Also, federal and state taxes have different rules so…well, you get the picture – it’s complicated.

IMPORTANT: Foreign nationals who receive income are required to complete a Glacier record.  Glacier is a tax compliance program which determines your tax residency status, withholding tax rates, and tax treaty eligibility, etc.  Glacier will also upload tax forms (1042-S tax form) at year end which is available around March the following calendar year.  In order to create a Glacier record, your Home Department must submit a "Glacier Information Form" on your behalf to glacieradmin@berkeley.edu.  Once you are complete, please submit all your Glacier documents to the Central Payroll office at 2195 Hearst Ave, Ground Floor Room 120 or email them to glacieradmin@berkeley.edu.  For any Glacier related questions, please email glacieradmin@berkeley.edu.

If you are an international postdoc, feel free to contact the Berkeley International Office is a great resource to learn more about the subject (http://internationaloffice.berkeley.edu/tax_assistance) and they offer great seminars where they show in details how to fill in the forms. Also, you are entitled to use a web based program called CINTAX (Complete International Tax Preparation) which makes filling the tax return easy.

Links for further reading:
 Internal Revenue Service - http://www.irs.gov/
 California Franchise Tax Board - http://www.ftb.ca.gov/