TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

1099R for non-residents

Forum|Forum|2 years ago
February 20, 2024
1 reply
0 views

Hi. I'm looking for advice on how to file my mom's taxes. She's not a US citizen and is non-resident in the US. She briefly worked in the US a long time ago and had 2 retirement accounts that she just closed last year. The money was transferred to a joint account in both our names. She's currently retired with no income. She received 2 1099R forms for the accounts she closed last year. I'm looking for advice on how to file her taxes as there were amounts on her accounts that were withheld for taxes. Does she need to file just the federal taxes? Any special procedures for non-US citizens or non-residents? She's using my address in MA to get mail, does she need to file for state taxes if she doesn't live here? Thanks!

Best answer by ThomasM125

She will need to file a form 1040NR as opposed to a form 1040 since she is not a citizen or resident. You can't do that in TurboTax but you can use Sprintax to do it: Sprintax She won't need to file a state tax return unless she was a resident of or received income from a source in a state during 2023.

ThomasM125Answer

She will need to file a form 1040NR as opposed to a form 1040 since she is not a citizen or resident. You can't do that in TurboTax but you can use Sprintax to do it: Sprintax She won't need to file a state tax return unless she was a resident of or received income from a source in a state during 2023.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"