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Retirement tax questions
@Denverbarb , now I am really confused.
Are you saying that you are preparing a return for your uncle, whom is an US person, and the issuer has his SSN, knows he is a US person, then the 1042-S is in error . Please contact the issuer and have them issue a 1099 instead ( including showing that taxes were withheld.).
If on the other hand , you are saying that you have inherited an account from your uncle ( US person ) then your immigration status would be germane to whether the issuance of 1041-S is correct or not.
I still think you need to contact the issuer --- perhaps they made a mistake--yes ?
Don't know how else to help you.
pk
‎April 9, 2024
8:45 AM