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Client Organizers for nonresidents
Organizers
for nonresidentsUse the following to prepare an
Organizer
for nonresident clients filing 1040-NR returns. When printing an
Organizer
for a 1040-NR return you'll get the Nonresident Alien worksheet
. Use this worksheet for gathering general information and details about income not effectively connected to a U.S. trade or business.If the client had
Schedule OI
information in the previous year’s return, ensure that this information is proforma’d
to the current year’s Organizer
. Include the Schedule OI (Other Income)
in the Organizer
package.Enter information for 1040-NR clients on the
NRA
and NRA-2
screens in the Nonresident Alien
folder.note
The
Nonresident worksheets
will only print if you have the Classic Organizer
selected.
- For global settings, go to.Setup1040 IndividualOrganizerModify
- For individual settings, open the return and go to theContactscreen in theGeneralfolder. Select option1in theOrganizer type options to override global settingsfield.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- Subject: Organizer