- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client is an international student (J1 visa) performing services at his graduate school. He received a W2 last year, however this year he received a letter for Nonservice Fellowship Letter instead of W2 form. When I entered this amount in "Other Income" line 8r of 1040NR, his federal balance is around $4k. However, the letter he received states that this income is exempt since it's for services performed at school. Does anyone have any suggestion on how this situation should be handled?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Would he have received a 1042-S instead of a W2?
Did you try the IRS tax wizard for this:
Don't yell at us; we're volunteers
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
A NonService fellowship is for Services? I'm confused.
"the letter he received states that this income is exempt" - exempt from what?
Not that it helps, but I have seen Universities (big ones) give letters and not 1099s or W-2s for Graduate stipends/awards/fellowships. They were to US citizens.
The more I know the more I don’t know.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
thank you! he did receive a 1042-S last year, but not this year.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I meant tax exempt. So the income works as any other income and the difference with a regular W2 is that there are no withholdings and he will need to pay taxes on his income as he would do with a 1099 form, correct?
