Hello,
I am a J1 visa holder and in 2020 I became a US resident alien for tax purposes. After receiving my W2 for 2020 I proceeded to e-file (through TurboTax) a 1040 tax-return form (for federal) and the state tax return. Both have been already processed and accepted by IRS.
However, I have received today a 1042-S form (income code 19, Exemption code 04), reporting for one single salary received in 2020 tax-year where apparently I was still a NON-resident alien for tax purposes and under the benefit of the tax-treaty (Box7a and 10 are = 0). Unfortunately, this form came late and I could not report for it in the filed 1040 nor attach it to my tax returns. Since the amount in box7a and 10 are 0 (due to the tax treaty), my federal tax refund is most likely not going to change, but I am not sure about the state one (this might change).
Am I required to file a 1040X to amend for this? In case I am, how should I proceed in order to include the information of the 1042-S in the 1040X and attach a copy of the 1042-S?
Thank you
