Resident Alien (F1), 1042-S (income code 16 & 20 with no tax withheld), 1099 Misc (other Box Income for Research Study Stipend)

[bipasha_kundu]

I am an International Student. I am having a lot of confusion about the taxes. I have received 2 1042S (income codes 20 and 16) and 1099 MISC income reported as other income. There was no tax withheld for which I have received 1099 MISC.  My research stipend amount is divided into 1099 MISC and 1042S (income code 16).

I am confused about how to file that because I think  I do not need to pay anything, whereas it's showing huge federal and state dues. I think I am doing something wrong here. Any insights will be very helpful.

[AmyC]

The code 16 is for scholarship income. Code 20 is compensation for studying/training. All income is reported. When you enter the 1099-MISC, be sure to mark it s not intent to earn money and just for 2023 so that self-employment tax is not attached. 

You may eligible to exempt some income under a tax treaty.  Please see Resident Alien Claiming a Treaty Exemption for a Scholarship or Fellowship to see if you qualify for the exemption based on a variety of factors.

If you qualify to claim the exemption, you can subtract out the eligible income like this:

1. Miscellaneous Income, 1099-A, 1099-C, Start
2. Scroll to the bottom
3. Other reportable income, Start
4. Other taxable income?
5. Select YES
6. Description Treaty income
7. Amount, enter your negative amount
8. continue