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New Member
posted Jun 1, 2019 12:01:08 PM

How should I file tax return with form 1042s with Income code 20 (Federal Withheld is 0 on 7a, Exception code 3a:04, 4a:15)?

I need to file form 8843 and 1040NREZ with 1042S received. I am confused because from my school's Glacier tax system, it determined I will become resident alien since July 3 18. I received campus stipend before and after July 3. How am I gonna file this tax return? Last question: I didn't file form 8843 and 2017's 1040NREZ since 2014 because luck of this knowledge, am I able to file them through some ways? If turbotax is helpful for my case, please provide some instructions. 

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7 Replies
Intuit Alumni
Jun 1, 2019 12:01:10 PM

What date did you  arrive in the US and what visa do you have and did you have when you arrived?

New Member
Jun 1, 2019 12:01:11 PM

1. 09 2013 -J1 visa without income.
2. 09 2014 -F1 visa without income.
3. I did't file form 8843 for 13,14,15,16 and (1040NREZ) for 17.

Intuit Alumni
Jun 1, 2019 12:01:13 PM

Did you receive any income besides your 1042-S ?  You may have no filing requirement.

New Member
Jun 1, 2019 12:01:14 PM

No, I do not. Is it too late to file my 2017 tax? I want to file 17 and 18's together this time. If so, should I submit form 8843 for 13,14,15,16 to prove that my J/F1 visa days don't count for president days for conclusion of my non resident status of 2017 tax file.

Intuit Alumni
Jun 1, 2019 12:01:15 PM

If you do not have any income except the income on your Form 1042-S and by code 4 is exempt under a tax treaty, you do not  have a tax filing requirement for 2018.

For 2018 if you did have a filing requirement you would need to file a US resident return.  As you are a US resident starting in 2018, you no longer need to file Form 8843.  That form is only for nonresidents.

For year 2017, you will need to file a nonresident return and you can attach Form 8843 to the 1040NR return.

TurboTax does not support nonresident returns.

However we have a partnership with Sprintax offering a nonresident tax filing solution to our TurboTax customers.

Visit the TurboTax/Sprintax site for more info or to get started.


New Member
Jun 1, 2019 12:01:17 PM

Hello Karen, I basically understand your explanation and appreciate it. When I started jobs in 2018, I chose treaty benefit option. This why my school gave me a 1042S instead of W2. (I believe this is my mistake because I shouldn't choose treaty benefits since I became alien resident). How should I do right now? Should I continue file as non-resident with 2018 1042S or notify my school to correct my information and provide me a new W2? Best Regards!

New Member
Oct 2, 2019 12:46:00 PM

Do I need to file tax ret if I received form 1042-S with interest and dividend incomes only?