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Level 3
posted Jun 20, 2020 7:19:18 PM

I've received 1042-2 income code 15 Chapter 3 Exemption code 00. What to do with this form?

I didn't now what to do but somehow I started reading PUB 1040, PUB 54, PUB 519 and now PUB 514 and finally arrived at this knowledgeable board. I am a resident alien for tax purpose and I have several questions.

 

1) What to do with this form?  The form says at the top, "Foreign Person's US Source of Income Subject to Withholding." I am a resident alien and have my mailing address in the US, although I'm living in Japan. If I don't use "Earned Foreign Income Exclusion," I am able to stop the withholding but it seems it takes about 6 months.

2) I'm kind of getting I may be able to get some tax credit for the withheld money in 2019. I think I can use this credit when I decide to relinquish my green card and pay outgoing tax for my IRAs but it'll be in the future not the tax year 2019. Still, should I get my tax credit by filling some form 1116 now?  Assuming if I am able to get my tax credit, I can keep it for a few years without using it?

3) Or I should wait  to receive my tax credit until I need it?

I've been filing my tax returns by the due date every year and all of which were very simple. This year, I was shocked to receive 1042-S. I've been feeling like a tired old-lady vagabond. Any help will be appreciated very much.

 

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2 Replies
Level 15
Jun 21, 2020 6:30:16 AM

Duplicate post. 

Level 3
Jun 21, 2020 5:54:51 PM

Hi Critter.

 

Yes I realized that and immediately contacted TurboTax Team through Twitter. I asked them to delete "1042-2" post but I guess they are too busy right now. 

 

Anyways, thanks for letting me know about the current situation.