I am a resident alien working on a H1B visa. My wife is a non-resident alien in a F1 visa. Both of us received W2 forms. She also received a 1042-S form for a fellowship she received last year. Her 1042 has $4745 gross income and $0 federal tax withheld.

I would like to file a joint federal return. The tax software online do not have a provision to incorporate information from the 1042-S. How do I include this information in my tax return?

Appreciate the help. Thanks in advance.

Why did she receive 1042-S? Codes in various boxes?
If it is for services performed, then add the line where you report W2 income. If it is scholarship or fellowship, it may not be taxable to degree students.

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Originally Posted by MukatA

Why did she receive 1042-S? Codes in various boxes?
If it is for services performed, then add in the line where you report W2 income. If it is scholarship or fellowship, it may not be taxable to degree students.

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MukatA - Thanks! Appreciate your advise. My wife received a 1042-S for her college fellowship.

Codes in boxes:
Box1: Income code 15
Box5: Tax rate 0.0
Box6: Exemption Code 04
Box7: Federal Tax withheld 0
Box9: Total withholding credit 0
Box16: Country code IN

Quote:

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Originally Posted by MukatA

Why did she receive 1042-S? Codes in various boxes?
If it is for services performed, then add in the line where you report W2 income. If it is scholarship or fellowship, it may not be taxable to degree students.

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Forgot to mention this. She is a PhD student and received this fellowship for her first year of studies.

The 1042-S income is tax-exempt and does NOT need to be reported on your tax return.