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)

[freddymonteiro]

How can I add the form 1042-S to turbotax?
Thank you!

[bine22]

since when are you in the US and on what visa?

[freddymonteiro]

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

[JulieM · Accepted solution]

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.

[Scott777]

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.

[DavidS127]

As answered by Community user JulieM (see above), you don't need to file the Form 1042-S you received, as it is not reporting any income tax withheld. 

But, any income reported on the Form 1042-S (that you are required to report on your U.S. tax return) should be entered into TurboTax separately.

@Scott777

[Scott777]

Really appreciate your help.

Do you think this is the right way to enter the income information?

https://ttlc.intuit.com/community/taxes/discussion/re-if-i-have-a-w2-and-a-1042-s-code-20-for-the-sa...

[Scott777]

Hello,

Really appreciate your help.
I really need your help. Please answer these questions. One of CPAs I talked with told me I should attach the 1042-s form and another CPA  told me that I should not add and attach any information about 1042-s form because its boxes 7 and 10 are zero. 

I don't understand clearly that you said I do not need to file it but do need to report the income. 

1. Could you please explain the difference between filing and reporting?

2. Then should I add the information under 'Less Common Income' on TurboTax?

3. Should I e-file it or mail it?

[Scott777]

Could you please answer these questions?

<https://ttlc.intuit.com/community/taxes/discussion/urgent-resident-alien-with-tax-treaty/00/1665576>

[THA757]

Hi @Scott777, what did you do finally? I'm also facing the same issue, box 7 to 10 amount is 0. 

[HopeS]

Form 1042-S  is an IRS form titled Foreign Person’s U.S. Source Income Subject to Withholding. Form 1042-S is an information return filed by a withholding agent to report the amounts paid to foreign persons, as described under the “Amounts Subject to NRA Withholding and Reporting.” Form 1042-S applies even if the filers didn’t withhold any income tax.

To report the income shown on the Form 1042-S follow the steps below:

• Click Federal > Wages & Income>all income>
• Go to the last selection, Miscellaneous Income, and click Start
• Go to the last option, Other reportable income and click Start
• When it asks, "Any other reportable income?" say yes and then type in a description and the amount to report it on your tax return.  For the income description, record it as 1042 S (provide the description such as real estate income, dividend, scholarship, etc).

Since there was no tax withheld in Boxes 7 and 10, there is nothing to report for taxes withheld.

Please review the IRS instructions below for more information. Click on Instructions

IRS Form 1042-S

@THA757