Hi I'm a Canadian citizen (living in Canada & not a USA citizen). Inherited money from USA citizen and was taxed (withheld) by the lawyer. I'm using TurboTax 2021: Home & Business USA version. I have entered Form 1041 into the software but I can not find out how to enter 1042-S that I also received from the lawyer? I'm a foreign beneficiary who had taxes withheld.
Not sure how you can enter the 1041 into the H&B program since it cannot complete a 1041 ... you would need to use the TT BUSINESS program to complete a form 1041.
Now if you do not need to file a 1041 but do need to file a 1040NR (non resident) form then you cannot use any of the TT programs. Get a refund of the program you cannot use and switch to the program that will handle the form you need.
You can go here TurboTax CD/Download Refund Request Form to request a refund if still within 60 days of purchase.
There is no downloaded version for the 1040NR form...
Now the last issue ... the 1042-S ... there will be no specific section to enter that form ... using the income code you will put the income in the correct place ... for instance code 1 in box 1 is bank interest ... read the form (look on the back ) & instructions if needed: