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New Member
posted May 12, 2020 5:13:45 AM

I have lived in the US for more than 6y. Left the country in 2019. Withdrew some money from my 401K. Got a 1042-S form. Have no idea how to use it for my tax return.

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3 Replies
Level 10
May 15, 2020 2:41:25 PM

Because you received a 1042-S I assume that you are non a US citizen and did not live in the US in 2019. From a US tax perspective that makes you a non-resident alien. (Odd language I know).

 

Turbotax cannot handle non-resident alien tax returns. (A Form 1040NR.) This have a partner who does offer that service. See 

 

https://ttlc.intuit.com/community/state-taxes/discussion/turbotax-cannot-prepare-form-1040nr-or-1040nr-ez-for-non/01/358154/highlight/true#M15527

New Member
Jul 2, 2020 12:35:19 PM

@jtax You are right, I am non US citizen. However, because I left the US in May 2019, and because I received income during the first 4 months of that year, I think I am still technically a resident alien (for tax purposes). I actually tried to use Sprintax for my tax return, but could not for that reason.

I am thus still unsure as to how input the infos on my 1042-S form for my tax return. 

Any recommendations would be greatly appreciated! 

Thank you.

Level 10
Jul 2, 2020 1:45:04 PM

It sounds like you may indeed be deemed a resident alien for 2019. Please see the irs website and verify that yourself (or ask your tax advisor).

 

https://www.irs.gov/individuals/international-taxpayers/resident-aliens

and

https://www.irs.gov/individuals/international-taxpayers/substantial-presence-test

 

Is so then you file a 1040 just like any other resident or US citizen. As to how to enter that info into turbotax see:

 

https://ttlc.intuit.com/community/taxes/discussion/what-do-i-do-with-a-form-1042-s-with-income-code-15-as-a-born-us-citizen/00/236979

 

and 

 

https://ttlc.intuit.com/community/state-taxes/discussion/i-received-a-1042-s-income-code-15-i-am-no-longer-a-resident-and-live-overseas-i-had-to-clear-out-my/00/169918

 

Also note that it is possible that the tax treaty between the US and your country may come into play. If there is one. If your current county taxes you on the same income they might give a credit for US tax paid or the tax treaty might dictate a different treatment (perhaps the US would give you the Foreign Tax Credit.) That is a super complicated area of taxes.