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1099-R ( implying you have/had SSN ) and a 1042-S for the same income ( please confirm this ) --- if so one has to be rescinded by the issuer or you will be charged twice for the same income ( please confirm that my understanding is correct )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