Article: 50008

Filing Form 1040-NR (nonresident return)

You may need to file federal Form 1040-NR instead of Form 1040 if you meet any of the following conditions:

• Are a nonresident alien individual engaged in a trade or business in the United States during the tax year.
• Are a nonresident alien individual who is not engaged in a trade or business in the United States and has U.S. income on which the tax liability was not satisfied by the withholding of tax at the source.
• Are a nonresident alien individual wanting to claim a refund of excess withholding or the benefit of any deductions or credits (for example, if you have income from rental property that you choose to treat as income connected to a trade or business).
• Represented a deceased person who would have had to file Form 1040-NR.
• Represented an estate or trust that had to file Form 1040-NR.

Per the IRS, “An alien is any individual who is not a U.S. citizen or U.S. national. A nonresident alien is an alien who has not passed the green card test or the substantial presence test.”

Why am I seeing Form 1040-NR instead of Form 1040?

Form 1040-NR is generated instead of Form 1040 if any 1040-NR screen or form is completed. Delete all 1040-NR screens and forms to produce Form 1040.

Why am I seeing Form 1040 instead of Form 1040-NR?

Form 1040-NR is generated instead of Form 1040 if any 1040-NR screen or form is completed; if you are not getting Form 1040-NR, it is likely a question was missed. To produce Form 1040-NR, complete the Form 1040-NR – Nonresident Alien Tax Return screen (search 1040NR).

How can I file a 1040-NR?

Yes, to file Form 1040-NR instead of Form 1040, complete the following steps:

1. On the Name & Address menu, select I am filing a 1040-NR from the Resident State selection list.
2. Click Federal Taxes > Review > I’d like to see the forms I’ve filled out or search a form.
3. In the search bar, search “Form 1040NR.”
4. Click Add form beside Form 1040NR – Nonresident Alien Tax Return.
5. Once you have added the form, fill it out according to your situation, then click Save at the bottom of the screen.
6. If you need any other 1040-NR related forms, they can be added by searching “1040NR” in that same search box.