Tax Issues

If you missed the the tax seminar on February 25th 2014, hosted by H & R Block, you can download and view the slides by clicking this link.

As of January, 2011, Penn has made changes to the withholding of income taxes for postdocs. This varies by your visa type and job title, as shown in the table below.

Job Title
Visa
Federal
State
Local
FICA
Postdoctoral Researcher
H1-B
Withheld
Withheld
Withheld
Withheld
Postdoctoral Fellow
J1/F1
14% withheld (or tax treaty)
Withheld
Withheld
Not responsible
Postdoctoral Fellow
J1/F1
14% withheld (or tax treaty)
Withheld
Withheld
Not responsible
NRSA Postdoctoral Fellow
Non-resident
14% withheld (or tax treaty)
Withheld
Withheld
Not responsible
Postdoctoral Researcher
US
Not withheld, but responsible
Withheld
Withheld
Not responsible
Postdoctoral Fellow
US
Not withheld, but responsible
Withheld
Withheld
Not responsible
NRSA Postdoctoral Fellow
US
Not withheld, but responsible
Withheld
Withheld
Not responsible

If federal taxes are not withheld from your paycheck, this does not mean that you do not have to pay federal taxes. It simply means that Penn is no longer taking care of it for you. You still must pay federal income tax and file a 2011 tax return next year.

Because federal taxes were not withheld for postdoctoral fellows/researchers on H1-B, there will be an additional deduction (to make up for the prior lack of deduction) from each paycheck from August. This is due to the fact that H1-B visa status is considered to be an employee status (based on immigration laws), and hence Federal taxes need to be withheld as per IRS documentation.
Questions about your withholding can be directed to Victor Adams, NRA Tax Accountant, adamsv-at-upenn.edu, 215-898-6573.

Many of you may want to file “Estimated Taxes.” For more information about withholding and paying estimated taxes, please read this IRS document

Following are the dates for quarterly payment of estimated taxes:

For the period between January 1 – March 31, the Due date is April 15

For the period between April 1 – May 31, the Due date is June 15

For the period between June 1 – August 31, the Due date is September 15

For the period between September 1 – December 31 , the Due date is January 15 next year

The phone numbers to contact the IRS are listed here

For local IRS Office information, click here

Philadelphia Office
600 Arch St.
Philadelphia PA 19106
215-861-1225
Monday - Friday - 8:30 a.m.-4:30 p.m.

Please consult a tax professional if you have any questions regarding your personal tax situation.

We appreciate your help in spreading the word to your fellow postdocs that they are required to pay federal income taxes.

BPC Home

back to top