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Federal input screens

Screen NRA-2 - Nonresident Alien Return, Page 2 (1040)

Overview

Use this screen to enter 1040NR other information and dual-status statement information.

1040NR - Other Information

Use this section to enter Schedule OI (Form 1040NR), Other Information.
Enter
1
 if the taxpayer was ever a U.S. citizen or
2
 if the taxpayer was never a U.S. citizen. If this field is left blank, the application defaults to
2
.
Enter
1
 if the taxpayer was ever a green card holder of the U.S., or
2
 if not. If you enter
1
, attach Form 8854 or a statement explaining why the form isn't being submitted.
If the 30% tax on the gross income exceeds the graduated tax, use the fields provided in the NRA screen to report those items on the appropriate lines on Schedule NEC (Form 1040NR). If the graduated tax on the net income exceeds the 30% tax on the gross income, enter the income in the appropriate screens to report the income on Page 1 of the Form 1040NR, and attach a statement describing the items and amounts of income that are subject to tax per section 877. See Form 1040NR instructions and IRS Publication 519 for details on the tax imposed under section 871(a).
Enter the explanation of the steps taken to change lawful permanent resident status in the United States in the statement attached to this field. When 1 of the 2 previous questions is answered "yes," a submittable statement generates with the information entered here.
Enter the visa information you want reported on Schedule OI (Form 1040NR) and, if applicable, Form 8840, Page 1, Part I.
Enter the date you want reported on Form 8840, Page 1, Part I, if applicable.
Enter
1
 if the taxpayer ever changed their visa type, or
2
 if the taxpayer did not.
Enter the dates the taxpayer entered and left the United States during the year. If the taxpayer is a resident of Canada or Mexico who entered and left the United States at frequent intervals, skip this field.
Enter the number of days the taxpayer was present in the United States during
2022
,
2023
, and
2024
. Include vacation and nonwork days in the number. The number of days is reported on Schedule OI (Form 1040NR) and, if applicable, Form 8840, Page 1, Part I. If any field is blank, "NA" prints on the form.
If the taxpayer filed a U.S. income tax return for any previous year, enter the latest year and form number. If this field is blank, the application defaults to No on Schedule OI (Form 1040NR) and prints "NA" in the description line provided.
Enter
1
 if the taxpayer did receive total compensation of $250,000 or more during the tax year, or
2
 if not. If this field is blank, the application defaults to 2.
Use the statement to enter additional alternative method information and/or calculations. Enter
1
 in the field if the taxpayer used an alternative method to determine the source of compensation income received of $250,000 or more, or
2
 if not.
In the statement, enter the country code that applies then choose the appropriate tax treaty article. (Available articles depend on the country code you choose.) Next, enter the number of months that the benefit was claimed in prior years, then enter the amount of exempt income in the current tax year.
The information reports on Schedule OI (Form 1040NR), Section L.
Enter
1
 if the taxpayer is subject to tax in a foreign country on any of the income entitled to treaty benefits, or
2
 if not subject to foreign tax. If this field is answered when no information is in the
Information if claiming benefits of U.S. income tax treaty
 statement, then "NA" prints on the form.
Enter the Internal Revenue Service office to which the taxpayer paid any amounts claimed on Form 1040NR for estimated tax payments, extension payments, or payments with Form 1040-C. If the taxpayer paid an amount with Form 1040-C, enter the amount in the
Credit for amount paid with Form 1040-C
 field in the NRA screen.
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