Skip to main content
Level 2
June 3, 2019
Solved

Hi, my employer (a public University) provided me with 2 different tax forms.Form 1042 ( re my contract 01/01/2016 through 08/07/2016);Form W2 (08/08/2017 onwards)

  • June 3, 2019
  • 3 replies
  • 29 views
How can I add the form 1042-S to turbotax?
Thank you!
Best answer by


TurboTax does not directly support the filing of Form 1042-S . If you are required to file this form along with your tax return, You will need to file a paper return and attach Form 1042-S.


Form 1042-S is used to report amounts paid to foreign persons that are subject to income tax withholding, even if no amount is deducted and withheld from the payment because of a treaty or exception to taxation, or if any amount withheld was repaid to the payee. It is also used to report amounts withheld under Chapter 3 of the Internal Revenue Code.

*Sometimes, this form is mailed out strictly for informational purposes and therefore does not need to be included on your return. This is often the case when Resident Aliens receive this form. 

The significant items  on the 1042-S form are Box 7 and Box 10. Box 7 is US Federal Tax Withheld and Box 10 is Withholding Credit. If both of those boxes are 0, then nothing was withheld and there is no withholding credit and the 1042-S form is just for your informational purposes. *


  • Income Code 15 on Form 1042-S is used to report pensions, annuities, alimony, and/or insurance premiums.
  • Complete instructions for filing your income reported to you on Form 1042-S for tax year 2015, as well as descriptions of all other income codes reported on this form, can be found at the following IRS site: https://www.irs.gov/pub/irs-pdf/i1042s.pdf
  • TurboTax does not directly support the filing of Form 1042-S. If you are required to file this form along with your tax return, You will need to file a paper return and attach Form 1042-S.
Also, see the following TurboTax Faq if you need to file a 1040NR NonResident Alien Return:

Although TurboTax has never supported Form 1040NR: U.S. Nonresident Alien Income Tax Return, we have a partnership with Sprintax offering a nonresident tax filing solution to our TurboTax customers.



3 replies

Level 8
June 3, 2019
since when are you in the US and on what visa?
Level 2
June 3, 2019
I started my appointment in July 2014 (J1). I physically left the US in July 2016. Tax-treaty for 2 years until July 2016. I meet the Substantial presence test for tax residency, but left the US... so not a resident. W2 was provided due to my teleworker status.
Do I need to file two separate returns? Turbotax does not allow for that. Sprintax redirects me to Turbotax
Answer
June 3, 2019


TurboTax does not directly support the filing of Form 1042-S . If you are required to file this form along with your tax return, You will need to file a paper return and attach Form 1042-S.


Form 1042-S is used to report amounts paid to foreign persons that are subject to income tax withholding, even if no amount is deducted and withheld from the payment because of a treaty or exception to taxation, or if any amount withheld was repaid to the payee. It is also used to report amounts withheld under Chapter 3 of the Internal Revenue Code.

*Sometimes, this form is mailed out strictly for informational purposes and therefore does not need to be included on your return. This is often the case when Resident Aliens receive this form. 

The significant items  on the 1042-S form are Box 7 and Box 10. Box 7 is US Federal Tax Withheld and Box 10 is Withholding Credit. If both of those boxes are 0, then nothing was withheld and there is no withholding credit and the 1042-S form is just for your informational purposes. *


  • Income Code 15 on Form 1042-S is used to report pensions, annuities, alimony, and/or insurance premiums.
  • Complete instructions for filing your income reported to you on Form 1042-S for tax year 2015, as well as descriptions of all other income codes reported on this form, can be found at the following IRS site: https://www.irs.gov/pub/irs-pdf/i1042s.pdf
  • TurboTax does not directly support the filing of Form 1042-S. If you are required to file this form along with your tax return, You will need to file a paper return and attach Form 1042-S.
Also, see the following TurboTax Faq if you need to file a 1040NR NonResident Alien Return:

Although TurboTax has never supported Form 1040NR: U.S. Nonresident Alien Income Tax Return, we have a partnership with Sprintax offering a nonresident tax filing solution to our TurboTax customers.



Level 3
July 6, 2020

Hello,

I am in the same situation and the income code of mine is 20.

In my case, the box 7 and 10 are 0. Do you think I should file 1042-s form and report it as well?

 

Thank you.