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    garvinken1's Avatar
    garvinken1 Posts: 1, Reputation: 1
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    #1

    Apr 7, 2011, 07:24 PM
    Where to file a foreign pension from 1042-s
    I am a resident alien that retired in August 2010 and left the USA in October.
    I received a 1042-s reporting the foreign persons US source income.
    Do I have to report this income on the 1040? If yes on what line would I report the gross income and federal tax withheld?
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Apr 15, 2011, 01:21 PM
    You report it as a pension distribution on Line 17a and 17b of Form 1040NR if you are filing a dual-status return and you received the distribution AFTER you left in October 2010.

    If you received the distribution BEFORE you left, list it on the Form 1040 of the dual-status return.

    Note that the dual-status return is NOT a return for amateurs; get professional help!

    If you need professional help filing your return, email me at [email protected] or [email protected].
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