pk
Level 15
Level 15

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