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1040NR, line 1k, Schedule OI
Quote from MarkQ-GA on April 11, 2025, 10:01 amI see in the sample 1040-NR that there is an amount of "122,807." on line 1k but it does not state where that comes from. If Schedule OI was used, how was that completed? If a number from your original 1040 was used, what line did it come from?
The same could be said for line 25a. I could ass.u.me it comes from W2 box 2.
Then, there's the common scenario of already having received a refund for overpayment in 2022. Where is that accounted for in the 1040NR? For example, if I owed, say $10k, in taxes for 2022 but paid $11k. I then filed my taxes in April 2023 and received a $1K refund check (11k-10k=1k). I dont see where to account for that $1k refund other than to only ask for $10k back on line 35a of the 2023 form.
Since I'm asking these questions on the 11th and forms are due on the 15th, I may just have to let you know how it turns out.......
-Mark
I see in the sample 1040-NR that there is an amount of "122,807." on line 1k but it does not state where that comes from. If Schedule OI was used, how was that completed? If a number from your original 1040 was used, what line did it come from?
The same could be said for line 25a. I could ass.u.me it comes from W2 box 2.
Then, there's the common scenario of already having received a refund for overpayment in 2022. Where is that accounted for in the 1040NR? For example, if I owed, say $10k, in taxes for 2022 but paid $11k. I then filed my taxes in April 2023 and received a $1K refund check (11k-10k=1k). I dont see where to account for that $1k refund other than to only ask for $10k back on line 35a of the 2023 form.
Since I'm asking these questions on the 11th and forms are due on the 15th, I may just have to let you know how it turns out.......
-Mark
Quote from David on April 11, 2025, 10:37 amHello MarkQ.
The amount you reference on the sample 1040-NR is simply a sample amount of total gross income which is indicated on a W-2 (as long as the income is not "effectively connected to the U.S.). In other words, your income must come from a private employer, not the federal U.S. government. In this example it was the most simplistic as it pertains to an initial filing with a 1040-NR and the information from one W-2 for that year. This example does not illustrate previously filed and then amended returns with the 1040-X, 1040-NR and copy of the amended returns. I understand the complexities you mentioned on getting refunds for previous years and accounting for these amounts on the amended 1040-NR. I did get my withholdings back for the non amended year and then submitted for the previous two years before that with the three documents I mentioned above.. I just simply did the math and used amounts for the requested to be returned based on total withholdings less what I had already been refunded. Well, as it turns out I used the wrong year 1040-NR forms for the two amended tax years...dahhh. Each tax year has its own year form so they wrote me that I used the wrong form. With that, I responded to them to retract my amended returns for those two year that I had submitted. I have not gone back and redone those two years and I don't think I'll bother to do it. I guess I chickened out and have poked the bear enough already. I'm happy now with my new status as a nonresident alien where I no longer have to file federal income tax returns....and I did get back a good chunk of withheld funds for the year that was not an amended return. Hope all this makes sense. I guess my suggestion would be to use your own discretion as to how far you'd like to pursue getting withholdings back. The three year timeframe is mentioned in the directions for the 1040-NR and/or the 1040-X. You may want to reach out to Mark Mayes as he is specifically assisting folks in filing these forms and would probably know the details better than I. His email is: strawman@mark_allcaps
David
Hello MarkQ.
The amount you reference on the sample 1040-NR is simply a sample amount of total gross income which is indicated on a W-2 (as long as the income is not "effectively connected to the U.S.). In other words, your income must come from a private employer, not the federal U.S. government. In this example it was the most simplistic as it pertains to an initial filing with a 1040-NR and the information from one W-2 for that year. This example does not illustrate previously filed and then amended returns with the 1040-X, 1040-NR and copy of the amended returns. I understand the complexities you mentioned on getting refunds for previous years and accounting for these amounts on the amended 1040-NR. I did get my withholdings back for the non amended year and then submitted for the previous two years before that with the three documents I mentioned above.. I just simply did the math and used amounts for the requested to be returned based on total withholdings less what I had already been refunded. Well, as it turns out I used the wrong year 1040-NR forms for the two amended tax years...dahhh. Each tax year has its own year form so they wrote me that I used the wrong form. With that, I responded to them to retract my amended returns for those two year that I had submitted. I have not gone back and redone those two years and I don't think I'll bother to do it. I guess I chickened out and have poked the bear enough already. I'm happy now with my new status as a nonresident alien where I no longer have to file federal income tax returns....and I did get back a good chunk of withheld funds for the year that was not an amended return. Hope all this makes sense. I guess my suggestion would be to use your own discretion as to how far you'd like to pursue getting withholdings back. The three year timeframe is mentioned in the directions for the 1040-NR and/or the 1040-X. You may want to reach out to Mark Mayes as he is specifically assisting folks in filing these forms and would probably know the details better than I. His email is: strawman@mark_allcaps
David
Quote from Qoztek on April 11, 2025, 1:53 pmAs far as I know, you can file an extension for your amended returns until October if you need to.
As far as I know, you can file an extension for your amended returns until October if you need to.
Quote from MarkQ-GA on April 12, 2025, 9:46 amHey David,
Thanks for your reply! That's how I interpreted your form and thanks for confirming. I'm still unclear on the schedule OI as to why it isn't included but if it worked without, Ill give it a go. Besides, I cant see a way to complete it without a proper treaty to identify. I have a 1040x+NR to submit for 2022 to reclaim ~$20k and an NR for 2024 to reclaim ~$1k. Like you, I wasn't going to poke the bear but they poked me first with a CP59 notice the other day asking why I hadn't filed for 2023. I figure if we're gonna go at it, lets get it ALL sorted out.....
Qoztek,
If I file an extension, Ill just be doing it at the last minute 6mo from now.... May as well do it now 🙂
-Mark
Hey David,
Thanks for your reply! That's how I interpreted your form and thanks for confirming. I'm still unclear on the schedule OI as to why it isn't included but if it worked without, Ill give it a go. Besides, I cant see a way to complete it without a proper treaty to identify. I have a 1040x+NR to submit for 2022 to reclaim ~$20k and an NR for 2024 to reclaim ~$1k. Like you, I wasn't going to poke the bear but they poked me first with a CP59 notice the other day asking why I hadn't filed for 2023. I figure if we're gonna go at it, lets get it ALL sorted out.....
Qoztek,
If I file an extension, Ill just be doing it at the last minute 6mo from now.... May as well do it now 🙂
-Mark