How to e-File Form 1040-NR

Question:
How to add Form 1040-NR to my return and e-file it?

Solution:

Form 1040-NR is used by nonresident aliens to e-file a U.S. income tax return. To use Form 1040-NR as your tax form instead of the regular Form 1040, you will indicate this during the Name & Address section. Note that if you are filing as married filing jointly or head of household, you cannot use Form 1040-NR.

After entering your name, address, and other identifying information, you will be asked which state you lived in.

  • Here, indicate that you are filing a 1040NR by selecting it from the list.

1040-NR

The eFile Tax App will apply all the rules and regulations for nonresident aliens once this is selected so your return is generated with 100% accuracy based on the entries you make after selecting this form.

  • Add your income and deduction forms under the Federal Taxes tab.
  • After finishing each section, select the Other Tax Situation tabs and work through the questions until you reach the final question regarding your 1040-NR.

1040-NR Selection

  • Input the information on this screen. Note that all that is required is the selection of your filing status; use the other entries as needed.

1040-NR Inputs

  • Next, select Review and you will be prompted to finish your 1040-NR by clicking the green button. This will bring you to a lengthy section, but only certain entries are needed. Enter all applicable information as applicable; the following questions are required:
    • What country were you a citizen or national during the year?
    • In what country did you claim residence for tax purposes during the tax year?
    • What was your visa type on the last day of the tax year or U.S. Immigration status?
    • Give number of days you were present in the United Status during: 2021, 2022, 2023.

1040-NR Questions

  • 1040-NR Treaty Section: Based on the treaty citation table select the treaty article citation in the drop box.

“1040-NR

You are done with the 1040-NR questions; proceed with adding all your income, deduction, and other tax information you may still need to input. You can also manually add other foreign-related tax forms under:

Federal Taxes -> Review -> I'd like to see the forms I've filled out or search for a form -> select the Foreign tab.

Note: A U.S. credit card is required to pay applicable tax preparation fees and you will need a U.S. bank account for the IRS to deposit a refund into or to take a payment from. Otherwise, a check can be mailed.

If you use 1040-NR, the following states will not allow you to e-file a state return:

  • Alabama
  • District of Columbia
  • Hawaii,
  • Illinois (only if Social Security income is present on your return)
  • Nebraska,
  • Oklahoma.

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