How to enter 1042-S in Turbotax Deluxe?

[hennapopli]

But my tax status has changed to being a Resident Alien, I cannot use Sprintax (only for non-residents).

What is the workaround using TurboTax?

[investng engineer]

Perhaps you should contact your university to provide the correct tax form. My guess is that your university is still unaware of your residency status change.

[ReneeM7122]

You can use the method that was outlined by LinaJ2018.

As a resident alien on a F-visa, by receiving a Form 1042- S with the code 16, you will treat it as receiving a scholarship or fellowship to offset your qualified education expenses if there are any.  Per IRS, you are required to file a Form 1040 to report your scholarship amount along with your tuition. In the TurboTax program, you would first enter the information under the Federal section, the data would be transferred over to the State section.  Please do revisit the interview questions under the State to verify you do not miss any possible credits and deductions.  

To enter information, please follow these steps:

In TurboTax online edition, 

1. After sign into your account and select Take me to my return 

2.  At the right upper corner, in the search box, type in 1098t and Enter 

3.  Select Jump to form 1098T 

4.  On screen, "Do you want to enter your higher education expenses?" answer Yes. 

5.  Go through the step-by-step interview questions

6.  On screen, "Did you get a 1098-T from school for 2017?" make your selection. Follow prompts to enter your info.

@investing engineer

@hennapopli

[gabinetu]

Hello, 

I'm a graduate student who is also now a resident as I passed the substantial presence test. I have form 1042-S for my fellowship, of which federal tax was withheld, as well as a 1098-T form from my university. How do I enter all of these amounts, i.e.: 

1. The 1098-T info. 

2. The 1042-S info.

3. the withheld federal tax from 1042-S. 

Thanks!!

[npierson7]

You can report the 1042-S as other reportable income.

1. Open your return in TurboTax 

2. Click on Wages & Income 

3. Scroll down to All Income 

4. Scroll down to Less Common Income 

5. Scroll down to Miscellaneous Income, 1099-A, 1099-C 

6. Click start 

7. Scroll down to Other reportable income 

8. Answer yes 

9. Enter description and amount 

To report the US tax paid:

1. With your return open
2. Click on Deductions & Credits
3. Scroll down to Estimates and Other Taxes Paid\
4. Click on Other Income Taxes
5. Scroll down Other Income Taxes
6. Click on Withholding not already entered on a W-2 or 1099

Here's how to get to the 1098-T screen if you haven't visited the Education section yet:

1. Open (continue) your return, if you don't already have it open.
2. Search for 1098t and select the Jump to link at the top of your search results.
3. On the Do you want to enter your higher education expenses? screen, answer Yes.
4. Answer Yes to Did you get a 1098-T for the year? and Continue.
5. On the next screen, you can choose how you'd like to add your 1098-T. You can upload a digital copy from your computer or type it in yourself. Select which option you'd like and Continue.