topic Filing a 1042-S with Income Code 15. There are varying degrees of searchable details not clear on entering this detail for completing filed extension 2022 Federal Taxes. in Get your taxes done using TurboTax

Filing a 1042-S with Income Code 15. There are varying degrees of searchable details not clear on entering this detail for completing filed extension 2022 Federal Taxes.

miajudith1 — Tue, 24 Feb 2026 07:10:22 GMT

Income Code 15 – Payee not subject to chapter 4 withholding

Re: Filing a 1042-S with Income Code 15. There are varying degrees of searchable details not clear on entering this detail for completing filed extension 2022 Federal Taxes.

pk — Sat, 12 Aug 2023 02:50:01 GMT

@miajudith1 , assuming that you are a Non-Resident Alien and probably living in another country ( 1042-S are generally issued to foreign persons), your 1042 details imply that you have US sourced income ( code 15 income code includes pensions, annuities, insurance payment etc., etc. .
Assuming above is correct, you cannot file using TurboTax because you have to use form 1040-NR ( not supported by TurboTax ). You should consult a local tax professional ( familiar with US tax filing ) or SprinTax ( TurboTax partner ).

Please come back and let us know if we can be of further help ( especially if I am in error in my assumptions ).

Re: Filing a 1042-S with Income Code 15. There are varying degrees of searchable details not clear on entering this detail for completing filed extension 2022 Federal Taxes.

miajudith1 — Sun, 13 Aug 2023 16:50:31 GMT

A TurboTax chat support person aligned me with the answers I needed to continue tax filing. I appreciate the reply. Having a 1099-R and the 1042-S Income Code 15, aided in answering the questions. Each from the same Payee, but reporting in two methods based on my living abroad as a retiree, them returning to the United States.

Re: Filing a 1042-S with Income Code 15. There are varying degrees of searchable details not clear on entering this detail for completing filed extension 2022 Federal Taxes.

pk — Sun, 13 Aug 2023 21:18:22 GMT

@miajudith1 , thank ypu for your response to my questions. What I understand out of this is as follows :

(a) you are US person ( citizen / GreenCard) -- please confirm this

(b) you are retired from US work and living abroad ( which country ? ) -- because there may be treaty considerations here

(c) you received both a 1099-R ( implying you have/had SSN ) and a 1042-S for the same income ( please confirm this ) --- if so one has to be rescinded by the issuer or you will be charged twice for the same income ( please confirm that my understanding is correct )

Please tell me when you left the USA , are you still there and if not when did you return back to USA ?

As I mentioned earlier 1042-S , generally cannot be handled by form 1040 ( TurboTax ). Please answer my questions -- no Personally Identifiable information please , this is public board -- or PM me .

I will circle back once I hear from you