Hi,
I lived in NYC with my wife and child from juner 2017 to june 2019 on an E2 VISA, sponsored by the company I still work for. In 2020, I was not working in the US and didn't set foot in the country (we moved back to France), but I did receive a bonus in march 2020 for the activity I had there in 2019, deposited in my former US account. I have also unlocked funds we had on a 401k.
For the bonus, my company provided me with a W2. For the unlocking of 401k funds, Schwab provided me with a 1042-s form.
I have tried looking for the 1042s form on Turbotax but couldn't find it, and I understand from a quick search that it is not supported on this platform. Could you please help me clarify the options to file for my 2020 tax return?
Thank you very much in advance
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@oussyluv Due to reviewing my previous answer, I had to make changes after researching this a little further. According to this link from IRS.gov, to file a non-resident US return, you must file a return if:
You may need to file a non-resident return if your W2 does not have tax withheld from your W2 in accordance with the second point listed above. Also the 401k withdrawal information reported on the 1042S should be reported. Please view this IRS link regarding reporting requirements for US income.
Turbo Tax does not prepare 1040 Non-Resident returns but we do have an affiliate called sprint tax. Please select this link to contact them for further information regarding your filing requirements. In this link, you will have an opportunity to prepare your return and as you navigate through the software, it will guide you through the requirements.
[Edited 03-30-2021|5:50 PM PST]
Thank you very much @DaveF1006 for your detailed response. I will check the IRS links and Sprint Tax software.
Have a great day,
oussyluv
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