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type	category	person	date	provider	source
tax-form	employment	Xuewei Jiang	2020-05-29	University of Southern California	jiang_glacier_tax_docs_2020.pdf

GLACIER Tax Summary Report and Instructions -- Jiang Xuewei

Page 1: Tax Summary Report (Signed)

GLACIER -- Nonresident Alien Tax Compliance System

Header: HOLD 4

Summary of Information Entered Into GLACIER

Field	Value
Name	Xuewei Jiang
SSN / ITIN	092-99-3215
Email Address	xueweijiang0313@gmail.com
Country of Tax Residence	China, People's Republic of
Country of Citizenship	China, People's Republic of
Current Immigration Status	F1 Student
Original Immigration Status	(blank)
Immigration Status Expiration	May 31, 2021
Department Name	Marshall School of Business
USC ID Number	8872791406

Field	Value
Changed Immigration Status?	No
Immigration Status Change Date	(blank)
Date of Entry to U.S.	August 11, 2011
Estimated Date of Departure	May 31, 2021

U.S. Presence Days

Year	Days
2015	297 Days
2014	303 Days
2013	332 Days
2012	284 Days
2011	143 Days

Tax Determinations and Results

Based on the data entered, GLACIER has made the following determinations:

Field	Value
Tax Residency Status	Resident Alien for U.S. Tax Purposes
Residency Status Change Date	Not Applicable
Residency Status Start Date	Not Applicable

Compensation/Wages/Salary

Field	Value
Applicable Tax Withholding Rate	As Requested on Form W-4
Tax Treaty Exemption Status	Taxable
Tax Treaty Time Limit	Not Applicable
Tax Treaty Exemption Period	Not Applicable
Tax Treaty Dollar Limit	Not Applicable

TAX (watermark/stamp)

Field	Value
FICA Tax Status	Taxable (*Exempt if Student)
FICA Tax Start Date	(blank)

Required Forms and Document Copies

Attach the following Forms and Documents to the Tax Summary Report:

Required Forms (Please print, sign and submit with Tax Summary Report):

Form W-4

Required Document Copies (Please copy and submit with Tax Summary Report):

Form I-20
Form I-94/I-94W Card
Visa Sticker/Stamp (in Passport)

Certification

I hereby declare that the information provided by me to The University of Southern California and/or entered into the GLACIER Online Tax Compliance System for purposes of making the tax determinations above is true and correct. If any of the information provided changes or if other relevant information becomes available, I will notify The University of Southern California as soon as possible so that this information and/or my U.S. tax status may be updated.

Field	Value
Signature	(signed)
Date	05/29/2020

052920

Page 2: Tax Summary Report Instructions

GLACIER -- Nonresident Alien Tax Compliance System

Tax Summary Report Instructions

Congratulations -- You Have Completed Your Individual Record in GLACIER!

You are almost finished . . .

Review, sign and date each of the Required Forms (see list on previous page);
Submit the Required Forms and a copy of each of the Required Documents (see list on previous page) following the instructions below.

Please submit all Required Forms and Document Copies to:

Your HR Payroll Analyst Or Your Supervisor The University of Southern California Your School or Department Los Angeles, CA 90089 Telephone: 213-740-8855 payroll@usc.edu

All Required Forms and Document Copies must be submitted within 5 days; failure to submit all Required Forms and Document Copies on time may result in tax withheld from payments made to you.

If any information in your Individual Record changes, you must access GLACIER and update your Individual Record as soon as possible.

If you have any questions, please contact the GLACIER Administrator listed above.

Thank you for your prompt attention to this matter.

Additional Information, if any

Based on the information entered, you are a Resident Alien for Tax Purposes. As such, you may have tax withheld from your payments in the same manner as a U.S. citizen. You must print and complete the blank Form W-4 provided to you by GLACIER and submit the form with your Tax Summary Report to your GLACIER Institution Administrator or Payroll Department.

Page 3: Blank Form W-4 (2020)

Form W-4 (2020) -- Employee's Withholding Certificate Department of the Treasury, Internal Revenue Service OMB No. 1545-0074

(This is a blank/unfilled copy of the W-4 form provided by GLACIER for completion.)

Step 1: Enter Personal Information

(a) First name and middle initial / Last name
(b) Social security number
Address / City or town, state, and ZIP code
(c) Filing status: Single or Married filing separately / Married filing jointly / Head of household

Step 2: Multiple Jobs or Spouse Works

Instructions for completing if applicable, with options (a), (b), (c).

Step 3: Claim Dependents

Qualifying children under age 17 x $2,000
Other dependents x $500
Total (line 3): $ (blank)

Step 4 (optional): Other Adjustments

4(a) Other income: $ (blank)
4(b) Deductions: $ (blank)
4(c) Extra withholding: $ (blank)

Step 5: Sign Here

Employee's signature / Date
Employers Only: Employer's name and address / First date of employment / Employer identification number (EIN)

Cat. No. 10220Q, Form W-4 (2020)

Page 4: U.S. Tax Information for Non-United States Citizens/Non-U.S. Permanent Resident Aliens

For Information Only -- DO NOT SUBMIT THIS PAGE WITH YOUR FORMS -- Keep This Document For Your Files

ARCTIC INTERNATIONAL LLC -- International Tax Consulting

Why Am I Required to Provide Information in GLACIER?

The Internal Revenue Service ("IRS"), the U.S. government tax authority, has issued strict regulations regarding the taxation and reporting of payments made to non-United States citizens. As a result, payments made to you may be subject to U.S. income tax and reporting.

Why Is My Tax Status Important?

In order to comply with the U.S. tax laws, your U.S. Tax Residency Status must be determined. The Substantial Presence Test is used to determine whether an individual is a Nonresident Alien or Resident Alien for purposes of U.S. tax withholding. GLACIER will calculate your U.S. Residency Status for Tax Purposes based on the information provided by you.

What is the Difference between a Nonresident Alien and Resident Alien?

If you are a Nonresident Alien for Tax Purposes, you are subject to special tax withholding and reporting regulations; if you are a Resident Alien for Tax Purposes, you are taxed in the same manner as a U.S. Citizen.

How Long Will I Be a Nonresident Alien?

Your Residency Status Change Date is the day on which your U.S. Residency Status for Tax Purposes will change, generally from Nonresident Alien for Tax Purposes to Resident Alien for Tax Purposes. The U.S. tax system is based on a calendar year period (January 1 -- December 31). In most cases, when your U.S. Residency Status for Tax Purposes changes, you will become a Resident Alien for Tax Purposes retroactive to the first day of the calendar year during which your status changed; this day is called the Residency Status Start Date.

How Will I Be Taxed on Payments From U.S. Sources?

As a Nonresident Alien for Tax Purposes, U.S. tax law requires that you be taxed in the following manner:

If you receive Dependent Compensation (salary or wages), you are generally required to complete Form W-4 as "Single" (regardless of your actual marital status) and "One" Personal Withholding Allowance (regardless of your actual number of dependents). Certain countries may have an exception to this requirement.
If you receive a Scholarship or Fellowship (for which NO services are required), your scholarship or fellowship may consist of Nontaxable items (Tuition, Book Allowance, Required Registration Fees, and Mandatory Health Insurance) or Taxable items (including, but are not limited to, Room and Board, Stipend, Living Allowance, Travel Payment/Reimbursement). If you are present in the U.S. under an F, J, M, or Q immigration status, the applicable rate of tax withholding is 14 percent; if you are present in the U.S. under any other immigration status, the applicable rate of tax withholding is 30 percent.
If you receive an Honorarium, Guest Speaker Fee, Consultant Fees, Royalty, or any other type of income, the applicable rate of tax withholding is 30 percent.

Can I Be Exempt From Tax Withholding?

The U.S. maintains income tax treaties with approximately 68 countries. Certain taxable payments made to you may be exempt from U.S. tax based on an income tax treaty entered into between the U.S. and your country of tax residence. The existence of a tax treaty does not automatically ensure an exemption from tax withholding; rather, you must satisfy the requirements for the exemption set forth in the tax treaty and provide all applicable forms and documents to the Institution Administrator. If you qualify for a tax treaty exemption, you must complete and submit Form W-8BEN (for all non-service scholarships and fellowships, or royalty payments) and/or Form 8233 (for all compensation or payments for services).

What If I Do Not Submit My Forms and Documents?

If you do not complete the information in GLACIER and/or submit the required forms and documents in a timely fashion, the maximum amount of tax will be withheld from all payments made to you. To find out where to submit your forms, please refer to the instruction page that printed with your forms and you will find the name of the person and the address; please DO NOT send your forms to the GLACIER Support Center.

Where Can I Get More Information?

If you have additional questions, please contact the GLACIER Administrator at your institution. If you do not know who is your institution's GLACIER Administrator, please contact the person at your institution who asked you to complete GLACIER. Please note that the GLACIER Administrator for your institution is NOT located at the GLACIER Support Center.

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