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-   -   First time filing 1040NR. (https://www.askmehelpdesk.com/showthread.php?t=66454)

  • Feb 25, 2007, 11:39 PM
    jrwu98
    First time filing 1040NR.
    Hi,

    I am an Canadian student studying in NYC using f1 visa, but worked as an intern in summer of 2006 in California. I am now currently not in the United States as I am studying abroad in Japan since Oct of 2006... I am pretty sure I count as non-resident alien...

    I have several questions since I am not exactly sure what I am doing as there are no online tax softwares for 1040NR (I know there are some for 1040NR-EZ but I don't know if they are exactly the same... ) so I guess I'm doing it manually now...

    I think the only reason I need to file 1040NR instead of 1040NR-EZ is because I own some stocks and had dividend this year (although it was only like $10... )... please correct me if this is not the case!

    I have to file one W-2 Form, one 1099-DIV, and several 1099-INT... that's about it

    I have a few questions and help is very very appreciated!

    1) I tried to understand what it meant by taxable/exempt interest on line 9a and 9b of 1040NR form, by reading the instructions as well as pub 519... and it seems a little confusing if I need to file those interests earned from savings/CD in the bank... basically the 1099-INTs that I have... I think in pub519 it says that I don't have to report it at all, but I'm not entirely sure..

    2) This is kind of a silly question... since I'm currently not in the US, can I still put my present address in my friend's place in the US? Or do I have to put the foreign address I have now? Does it matter at all?

    3) Although I studied in NYC, I didn't have any income there... and since I earned my income in California, I am assuming I need to file State tax in CA only right?

    4) All the forms that I need to file, are 1040NR, 8843, and 540NR. Is that correct? Am I missing anything?

    Thanks first for the help!
  • Feb 26, 2007, 11:29 AM
    AtlantaTaxExpert
    1) If you are a non-resident alien, do NOT report the dividend and interest income. For you, it is tax exempt. Hence, you can use the Form 1040NR-EZ.

    2) Put the foreign address.

    3) Yes.

    4) No, that about covers it.

    If you need my professional tax help, contact me at [email protected].

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