How should I answer questions in Calculus if I have no U.S. presence in the current calendar year but expect payments from Harvard for US activities that occurred in a prior year?

If you were unable to complete Sprintax Calculus before the end of the calendar year that corresponds to your recent visit to Harvard, and you are expecting payments relating to that visit, then you will need to indicate at least 1 day present in the U.S. this calendar year to complete your Sprintax Calculus profile.

Special Sprintax Calculus instructions for calendar-year crossover scenario:

Residency Information:

• Select “Yes” for, “Have you been present, or do you expect to be present in the US during 20XX?”
• Select “Yes” for, “Did you or do you plan to stay in the US for less than 31 days in total in 20XX?”
• Select the immigration status you were last on when you visited Harvard in the prior year?
• Enter Jan 1^st of the current year for:
  • “What date did you first enter the US on this immigration status?”
  • “What is the expiry date of your current immigration status?“
  • “Final departure date you left or intend to leave the US?”
  • “Expiry date of your current US visa?”

Visits to the US:

• Calculus will indicate you were on your prior immigration status for an additional 1 day in the current year.
• Select “Add Status”
  • Select the immigration status for your recent visit to Harvard
  • Enter your actual first date you entered the US under prior immigration status for your recent visit to Harvard
  • Enter the actual expiry date of the immigration status for your recent visit to Harvard
• Add any additional prior year visits to the US

Tax Forms Info:

• Select “Yes” for, “Have you or do you expect to receive income (wages, scholarship, commissions, royalties, or other payments) from President and Fellows of Harvard College in 20XX?”
• Select the correct income type you are expecting from Harvard
• Enter “1” when asked, “How many days have you stayed or intend to stay in the US during 20XX?”

Copies of immigration documents relating to your status of your recent visit to Harvard, which will be listed on your “Summary Report”, must be uploaded in Calculus through the “Document Exchange” within your profile, along with signed copies of all forms Calculus generates for you. Here’s some general user instructions for the Sprintax Calculus process.