DCResident1806
Feb 18, 2015, 08:31 AM
Hi there,
I became a resident alien in 2014 and received some interest income in my Fidelity account. I did not update my resident status until early January 2015. Now, Fidelity is going to issue me a Form 1042S for non-resident alien instead of Form 1099 INT. They claimed that because the resident status was updated in 2015, they can only issue the 1042S. I talked to several representatives asking for help, some have no clue at all, some just said they could not fix it.
What would you suggest me to do? Can I use 1042S for my 2014 tax return even if I file as a resident alien? If not, should I keep talking to Fidelity until they fix it?
Any advice or input will be greatly appreciated. Thank you.
I became a resident alien in 2014 and received some interest income in my Fidelity account. I did not update my resident status until early January 2015. Now, Fidelity is going to issue me a Form 1042S for non-resident alien instead of Form 1099 INT. They claimed that because the resident status was updated in 2015, they can only issue the 1042S. I talked to several representatives asking for help, some have no clue at all, some just said they could not fix it.
What would you suggest me to do? Can I use 1042S for my 2014 tax return even if I file as a resident alien? If not, should I keep talking to Fidelity until they fix it?
Any advice or input will be greatly appreciated. Thank you.