Common questions about Form 1040-NR in Lacerte

Below, you'll find answers to frequently asked questions about Form 1040-NR, U.S. Nonresident Alien Income Tax Return, in the Individual module of Lacerte.

How do I get an amount on Form 1040-NR line 22, Total income exempt by treaty?

1. On the Detail tab, go to Screen 58, Nonresident Alien (1040NR)
2. On the left navigational panel, select Other Information.
3. Locate the table Income Exempt from Tax at the bottom of the input screen.
4. Enter the Country, Tax Treaty Article, Number of Months Claimed in Prior Tax Years, and Amount of Exempt Income in the Current Year.

This will flow to Form 1040NR, page 1, line 22 and page 5, item L (Form 1040NR-EZ, page 1, line 6 and page 2, item J.)

How do I amend a Form 1040-NR?

Form 1040-X is used to amend Form 1040-NR, and also when a client should have filed Form 1040 instead of Form 1040-NR or the other way around. Per the IRS Instructions for Form 1040-X, a paper-filed amendment uses Form 1040-X as a cover page: only the name, address, and SSN or ITIN go on page 1, the reason for the change goes in Part II, and the complete corrected Form 1040-NR marked Amended is attached behind it. An e-filed amendment completes Form 1040-X in full.

Amending a 1040-NR to paper file

1. Make a copy of the client file to keep the original filing details.
2. In the return you want to amend, go to Screen 59, Amended Return (1040-X/Superseded).
3. In Federal/state return(s) to amend (Ctrl+T) (MANDATORY), select Federal. This prints Amended in the upper right corner of Form 1040-NR.
4. Enter the additions and adjustments on the original input screens. Don't use Screen 59 to make the adjustments.
5. Review the amended Form 1040-NR. Form 1040-X prints as the cover page, and the return can then be paper filed.

Amending a 1040-NR to e-file

1. Make a copy of the client file to keep the original filing details.
2. In the return you want to amend, go to Screen 59, Amended Return (1040-X/Superseded).
3. In Federal/state return(s) to amend (Ctrl+T) (MANDATORY), select Federal. This prints Amended in the upper right corner of Form 1040-NR.
4. Enter the additions and adjustments on the original input screens.
5. E-file the return. Form 1040-X and the amended Form 1040-NR are both included in the amended transmission.

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