Step 1: Before You File - Documents to Save
Collect ALL your tax documents (called INCOME STATEMENTS) you should have received:

  • W‐2
  • 1042‐S
  • and 1099

These are issued between January and March.

WAIT UNTIL YOU HAVE ALL THE FORM(S) BEFORE YOU BEGIN THE PROCESS.

These forms are issued by the Baylor Payroll Office; only the W-2 form (Employee Tab) and 1098-T form (Student Tab) can be downloaded from BearWeb.


Form 1042-S are mailed to the students or picked up at the Payroll Office:

  • Students who worked and are from a treaty country could have both forms (if they completed Form 8233):
    • 1042-S form for wages that were exempt because of the treaty
    • W-2 form for the wages they earned over the treaty limit
    • If they did not go over the treaty limit, they only receive Form 1042-S

  • Students from non-treaty countries who worked on work-study or graduate payroll will receive a W-2 form (pick up from Payroll or download from BearWeb (Employee Tab)
  • Students from non-treaty country, receiving a non-taxable fellowship from the Graduate school will receive a 1042-S form (mailed, or pick up at Payroll)
  • International Athletes who received a scholarship will all receive a 1042-S form (mailed, or pick up at Payroll Office)



Click here to see Baylor's List of Treaty Countries



**Check that your name and SSN/ITIN are correct on these income statements. If they are incorrect, contact Payroll.**