[Non-resident alien] Received 1099-Div instead of 1042-S

Forum|Forum|3 years ago
March 14, 2023
2 replies
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Since I was a non-resident in 2022 for the purposes of taxation (My address was updated to a Foreign (India) address back in 2021), I thought my brokerage firm (Fidelity) would report the income through dividends (ordinary and qualified), total capital gains distributions, interests etc in a 1042-S form instead of in 1099-XXX forms.
However Fidelity is saying that the 1099-div/int is the correct way of reporting the income info even though they are leaving the state info (state name, state ID, state tax withheld) as blank in the form.

Now while trying to enter this data on SprintTax, I'm not able to proceed as the state info, in my case, is missing in the Fidelity provided 1099, and there's no way to circumvent this.

Should I just enter this 1099-Div data as a 1042-S on SprintTax, carefully mapping the fields from the former to the latter? If so, how?

Not A Product Question

xmasbaby0

Employee

NON RESIDENT ALIEN

If you are a non-resident alien, your return must be filed on Form 1040NR, which cannot be prepared using TurboTax. You can use TT’s partner, sprintax:

https://www.sprintax.com/non-resident-alien-tax-1040nr-turbotax.html

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

tbuddAuthor

Thanks! I know I need to file 1040 NR, and I have been using SprintTax for the same as I mentioned in my post.

nralien

@tbudd Any update on how you solved this in Sprintax?

tbuddAuthor

SprintTax forms appeared to be pretty dumb, with not so helpful customer support.

I am working with H&R block to do my 1040-NR.

nralien

@tbudd I asked Sprintax and they said it doesn't matter what state you put there. The information is not transferred anywhere on the actual return. When I tried to do it via HR Block, the software said I owe no tax on the dividends when in reality I owe 15% based on the tax treaty. I am not sure if HR Block is even doing it right.

Are you using an advisor to do it at HR Block? Also are you trying to report your 1099DIV as is or trying to input it as 1042-S?