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Common questions on Form 1040NR in ProSeries

SOLVEDby Intuit73Updated January 16, 2024

Here you will find the answers questions commonly asked about Form 1040NR in ProSeries.

Before you start:

  • The 1040NR isn't available in ProSeries Basic
  • The 1040NR is a separate HomeBase view from the Form 1040 Individual.
  • To see if the 1040NR has been released for the current year, see the ProSeries Tax form finder.

How do you install the 1040NR?

  1. From the Update menu, choose Select and Download New Products.
  2. Under Federal Products check the Form 1040 NR box.
  3. Select Next to begin downloading and installing the 1040NR.

Accessing the 1040NR:

Once the 1040NR module has been downloaded and installed into your ProSeries product, you can now access Form 1040NR returns from the HomeBase View dropdown menu.
PCG_PS_1040NR.png

Generating state returns in the 1040NR:

Most state returns require manual entries within the state return and won't automatically flow entries from the federal return. Additionally, certain amounts won't calculate even when the necessary entries are present. Some fields will require using an override to make an entry. Most states prepared from the 1040NR will need to be paper filed with the state taxing agency.

ProSeries will calculate and flow information for the following states:

  • Arizona
  • California
  • Hawaii
  • Minnesota
  • New York
  • Vermont

Amending a 1040NR return:

Per IRS instructions, Form 1040X is used to amend Form 1040NR. While the IRS supports e-filing for Form 1040X, the Form 1040X isn't supported in the ProSeries Form 1040NR software.To amend the 1040NR, we recommend one of the methods below:

  • Create a Form 1040 return for the client to manually prepare the Form 1040X using ProSeries. If preparing Form 1040 returns on a Pay-Per-Return basis, this will require authorization of the return before printing (e-filing Form 1040X isn't currently supported by ProSeries when the return is a 1040NR).
  • Download the Form 1040X from the IRS website and manually prepare as needed.

Per the IRS Instructions for Form 1042-S:

"If you were a degree candidate, the amounts you used for expenses other than tuition and course-related expenses (fees, books, supplies, and equipment) are generally taxable. For example, amounts used for room, board, and travel are generally taxable.

If you were not a degree candidate, the full amount of the scholarship or fellowship is generally taxable."

Refer to the IRS Instructions for 1040-NR or IRS Pub. 519 for more information.

Per the Tax Help for Form 1040-NR, amounts entered on Line 13 of the Wages, Salaries, & Tips Worksheet will be reported on Form 1040-NR, Line 12.

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