lukas
Returning Member

How to file form 1042-S with income code 16, exemption code 4 in box 3a using turbo tax?

I am a research associate who changed my position in 2019.  As a result, I have 1042-S and W-2.  I need help on 1042-S filing using turbo tax. 

Here is the information I have.  I am a resident alien for tax purpose.  My income code is 16.  Chapter 3 with Box 3a (exemption code) is 4 and Box3b (tax rate) is 00.  The Box 7a (Federal tax withheld) has $$$.

It seems I have to jump 1098T to enter the information.  However, I am not sure which Box I need to use in 1098T.  Box 1 is tuition and Box 5 is scholarships/grants.  I was not a student but a post-doctoral fellow. 

For tax withheld, I guess I have to enter the amount in estimate paid in estimates and other income taxes paid. 

Once done, do I have to submit 1042S to the IRS by mail?  Or will TurboTax be suffice?

By the way, I have been in the US for over 5 years so the tax treaty is not applicable.

Many thanks in advace.

 

 

Thanks in advance for the help.