Should a graduate student attach form 1042-s (provided by university on account of stipend) and file by mail, if filing as a resident alien and using form 1040?

[cesarh1992]

I'm an international graduate student filing as a resident (I pass the substantial presence test). I received a 1042-S from my university on account of my graduate stipend. I also received a form 1098-t. I was able to add the amount of my taxable scholarship under my income with turbotax and I'm ready to file. My question is whether I should attach forms 1042-s and 1098-t to my return and file by mail, or if it is okay to e-file without those forms (the IRS should have those on my file too, I assume). I'm not claiming any education credits or tuition and fee deductions (which is what 1098-t is for, as far as I can tell. I'm also wondering whether I need to attach any info/statement about the qualified educational expenses (required student fees, books, etc.) that make the amount of my taxable scholarship lower than that which is stated in my 1042-s and 1098-t. Thanks!

[pshan002]

Hello, was this problem solved? I have a similar situation. I have 1042-S and filing as resident. 1042-S has $667 in box 2 as gross income and $93 as Federal tax withheld in box 7a. Since already tax has been withheld on this earning, do I need to report this income on my 1040?

[LinaJ2018]

You can still e-file your taxes without attaching any additional information.  If you are filing as a resident for tax purposes, the way you enter on the Form 1040 would be similar to how an US citizen files.  You can simply e-file your taxes without submitting any additional information.  As IRS receives a copy of your Form 1042-S and 1098-T, you do not need to attach them to your tax return.  If you are reporting any additional qualified tuition expenses like the books and supplies, you do not need to submit any proof while e-filing your tax return.  Please do keep record and ready to provide documentations to prove if IRS requests the evidence in the future.  

[pshan002]

Hello, was this problem solved? I have a similar situation. I have 1042-S and filing as resident. 1042-S has $667 in box 2 and $93 as Federal tax withheld in box 7a. Since already tax has been withheld, do I need to report this on my 1040?