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Article #: 14290
How to create and e-file Form 1040-NR
Beginning in tax year 2016, Form 1040-NR, Nonresident Alien Income Tax Return, can be created and e-filed through Drake Tax. The NR screens are found on the Foreign tab of data entry. 1040-NR data entry has been broken into 3 separate screens that serve the following purposes:
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NR – Nonresident Alien Income Tax Return – for entering personal and demographic information for the 1040-NR
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NR2 – Schedule NEC – used to complete Schedule NEC, Tax on Income Not Effectively Connected With a U.S. Trade or Business
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NR3 – Schedule OI – for completing Schedule OI, Other Income
By making an entry on any of the above mentioned screens, the return will automatically switch from a 1040 return to a 1040-NR return in View/Print mode. If the return should instead be filed as a 1040, delete all NR screens using the Ctrl +D hot key.
Amending the 1040-NR. Use Form 1040-X. See the Instructions for Form 1040-NR.
e-Filing:
Form 1040-NR can be e-filed starting with Drake16. All prior years will still have to be paper-filed.
Note A valid ITIN is necessary for e-filing. Returns that use a temporary ITIN will not be eligible for e-file, and should be paper-filed. See Related Links for information on using the Temporary ITIN feature.
Note: Drake Tax does not support the creation of Form 1040-NR for an estate or trust.