Resident alien with 1042-S form (income code 16)

[jjj835]

I am a resident alien and received 1042-S form (income code 16) for fellowship from my university. 

Should I add fellowship tax that I paid on [Other Income Taxes -- Federal Withholdings] and add fellowship income on [Scholarships/Grants], and file electronically? 

Then, should I file 1042-S on paper separately? 

[LinaJ2018 · Accepted solution]

If you are a US resident, by receiving a Form 1042- S with the code 16, you will treat it as receiving a scholarship or fellowship to offset your qualified education expenses if there are any.  Per IRS, you are required to file a Form 1040 to report your scholarship amount along with your tuition.  If you have paid any qualified tuition expenses out of pocket or with scholarship, you would enter information by following the steps below.  As IRS receives a copy of your Form 1042-S, you can e-file your tax return.  You do not need to submit your Form 1042-S separately.

In TurboTax online edition, 

• Sign in to your account, select Pick up where you left off
• At the right upper corner, in the search box, type in "1098t" and Enter
• Select Jump to 1098t
• On the screen, Now Let's gather XYZ's Additional Education Expenses
• Follow prompts
• Next screen, Your Education Expenses Summary, select Edit
• Next screen Here's Your Education Summary, under Tuition, select Edit to enter tuition information
• See the images below.

If you have paid in any tax withholdings, to enter the info, follow these steps:

1.  Sign back into the program and select Pick up where you left off 

2.  At the right upper corner, in the search box, type in estimates paid and Enter

3.  Select Jump to estimates paid

4. On the screen, Estimates and Other Income Taxes Paid, select the right section to enter information  

[gcastrod13]

Can we still e-file for year 2018 if we received a 1042s? or do we need to file on paper?

[sajad-farahani]

Where should I enter Total withholding credit (combine boxes 7a, 8, and 9)?

[pat15]

This is the correct article for entering the 1042S withholding - do not enter as "Estimated Payments"  <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4309092-apart-from-w-2-i-received-1042-s-income-code-16-what-am-i-...>

[NeroZ]

Hi, the link doesn't work. could you send a new link? THank you!

[fzigunov]

pat15, broken link!!

[kvarun95]

I'm trying to follow this advice for my 2022 return (I had filed an extension in April). However, I'm not able to find the "Estimates paid" section from the search bar.

[VolvoGirl]

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to

Federal on left or at top (Personal for Home & Business)

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Estimated Taxes - click the start button

Or are you looking for an extension payment?

To enter the amount you paid with an extension (including state extension)  go to

Federal Taxes (or Personal for desktop H&B version)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Update button

Next page second section Payments with Extension

Either Visit All or Click Start or Update by the extension you paid