Filing my W-2 for my employed time and 1042-S for early 401k withdrawal after leaving the country. Can I FILL IN 1099-R with a substitute form? And do I have to file it manually??
What date did you leave the US in 2018? What visa did you have? Thank you.
I stayed there on an H1B Visa from October 2015 to July 2 2018.
You will need to file a dual status tax return for 2018 as you were a part year resident and part year nonresident. It is a bit complicated. See below for entering your 1042 -S into TurboTax for the resident part of your year.
In order to prepare a dual status return in TurboTax, you will need to print a copy of the nonresident return (Form 1040NR from the IRS website) for your tax on US income after June. There will most likely be no US source income to enter for that time. So your income on this form will probably be zero unless you received US income after moving out of the US.. Write on the top of the 1st page of the 1040NR, Dual Return. You will need to write in your name and address and input zero as your US source income (if that is the case).
https://www.irs.gov/pub/irs-pdf/f1040nr.pdf
Then for the
resident part of the return you prepare in TurboTax, you are not allowed to use the standard deduction, only itemized
deductions if you are filing a dual status return. Also, you can either
file single (if you are single) or married filing separately. You cannot file a married filing jointly return.
You must suppress the standard deduction. Instructions for this are below.
When your resident part of the return is finished in TurboTax, print the return and write on top of the return, Dual Statement.
Put the 1040NR on top of 1040 resident return and staple and mail to the IRS. You must sign the 1040NR before mailing. You do not need to sign the 1040 statement.
You will need to staple your 1040NR and 1040 together and mail to the following address:
If you are not enclosing a payment then use this address...
Department of the Treasury
Internal Revenue Service
Austin, TX 73301-0215
USA
If you are enclosing a payment then use this address...
Internal Revenue Service
P. O. Box 1303
Charlotte, NC 28201-1303
USA
Please see more help on dual status returns see page 7 of Pub 519.
You must choose itemized deductions. Please follow the below instructions to switch to itemized deductions.
TurboTax
Online instructions for how to suppress standard deduction
First, sign in and make sure your return is open. You should see 2018 TAXES in your left-hand menu as pictured below (if not, tap or click the upper-left corner to expand the menu or select Take me to my return).
Once your return is open:
You should enter the 1042-S income as if you had received a 1099-R. Type in the search box 401(k) distribution and then Jump to. On the page where you enter your distribution, you need to select a code for Box 7. Select code 1 , early distribution.
Since I was in the US for 183 days in the calendar year, can I not file as a resident alien? I seem to satisfy the substantial presence test.
Also, I have had no income sources post-June so there would be no income to report from around the world even if I file as a resident alien; And I received my 401k withdrawal in November, so is that not US income?? And would that be added in the Non-resident part of the tax return(In case filing a dual tax return) as I took it out while I was a non-resident?