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How to generate Form 1040NR and Schedule NEC in Lacerte

SOLVEDby IntuitLacerte Tax50Updated September 28, 2022

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

  1. Go to 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.
  1. Scroll down to the Schedule NEC - Tax on Income Not Effectively Connected with a US Trade or Business section.
  2. Enter income amounts in the appropriate 10%, 15%, and 20% columns for their tax rates.
  3. 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.
  4. Enter any other applicable fields in this section.
  5. 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.

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