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-   -   1042-S on 1040a (https://www.askmehelpdesk.com/showthread.php?t=200467)

  • Mar 30, 2008, 06:27 PM
    koba58
    1042-S on 1040a
    Hi all:

    I was on F-1 since 2002 thus I need to file as a resident for 2007. I graduated in Jan 2007 and the school sent me a 1042-S instead of a W-2. I am using 1040A to file my tax and am not sure how to incorporate the info on 1042-S. Can I add the gross income (Box 2) on 1042-S in Line 7 of 1040A and note that it was a fellowship/scholarship (SCH) since the income code on 1042-S is 15? And can I claim the withheld tax in 1042-S on line 38 (Federal tax withheld from W-2 and 1099) of 1040A?

    Should I use 1040 instead of 1040A and report 1042-S income as other income on line 21 and claim the withheld tax on line 64?

    I would very much appreciate your valuable advice and suggestions.

    Thanks,
  • May 2, 2008, 02:00 PM
    AtlantaTaxExpert
    Yes, to both questions?

    No to the Form 1040 question.

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