ProConnect HelpIntuit HelpIntuit

How to generate Form 1040NR and Schedule NEC in Lacerte

by Intuit Updated 3 months ago

To indicate a nonresident alien to generate a 1040NR follow these steps:

  1. Go to Individual module, Screen 58.1, Nonresident Alien (1040NR).
  2. In the Client Information section, select the Filing Status (Ctrl+T) (MANDATORY).
    • This will generate the 1040NR in forms view.

A foreign banknotes with a foreign language.

  1. Select an option using the dropdown menu by the Filing status (Ctrl+T)[MANDATORY] section. This will generate form 1040NR in the forms view.
  2. Scroll down to the Schedule NEC - Tax on Income Not Effectively Connected with a US Trade or Business section.
  3. Enter income amounts in the appropriate 10%, 15%, and 30% columns for their tax rates.
  4. For other tax rates (column D), specify the tax rate you’re using in the Other percentage 1 (.xxxx) and Other percentage 2 (.xxxx) fields.
  5. Enter any other applicable fields in this section.
  6. Complete all other applicable sections for this form:
    • Income,Credits, Taxes, and Adjustments
    • Other Information

Where do I enter amounts for Schedule OI?

To enter amounts for Schedule OI in the program:

  1. Go to Screen 58.1, Nonresident Alien (1040-NR).
  2. Scroll down to the Other Information section.
  3. Enter any applicable fields.
Lacerte Tax

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads