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CCH Axcess Tax

Form 1040NR, U.S. Nonresident Alien Income Tax Return, Pages 1 and 2

Government Form CCH Axcess Input
  Worksheet Section Field
Form activation   General > Basic Data General Produce Form 1040NR
Other tax year beginning   General > Basic Data General Fiscal year dates > Beginning
Other tax year ending   General > Basic Data General Fiscal year dates > Ending
Filing Status Not applicable
Name   General > Basic Data General Estate or trust name
Identifying number   General > Basic Data General Employer identification number
Address   General > Basic Data General

Present street address

Apartment number
City, state and ZIP   General > Basic Data General

Present city of residence

Present state

ZIP code

Name of foreign country
Foreign country name   General > Basic Data General Foreign country
Foreign province/ county   General > Basic Data General Foreign province/state/county
Foreign postal code   General > Basic Data General Foreign postal code
Virtual currency No
Dependents Not Applicable
1a   Income > Other Income Other Income If Type contains a “W”
  Income > Other Income Miscellaneous Income (IRS 1099-MISC) Other income
1b Not Applicable
2a   Income > Interest IRS 1099-INT

Tax-exempt interest

Private activity bonds
  Income > Interest Tax Exempt Interest Additional amount
  Income > Dividends IRS 1099-DIV Exempt-interest dividends
  Income > Dividends Tax Exempt and U.S. Bond Interest Additional amount
  Income > Consolidated 1099 Interest Income

Tax-exempt interest

Private activity bonds

Tax-Exempt interest – state nontaxable

Tax-Exempt interest – state taxable
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Activity Interest
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Interest and Dividends

Interest code 3

Amount
  Income > Income Overrides and Adjustments Overrides and Adjustments

Resident state tax-exempt interest – Override

Nonresident tax-exempt interest - adjustment
2b   Income > Interest IRS 1099-INT

Interest income

U.S. Obligations
  Interest/Deductions > Consolidated 1099 Interest Income

Interest income

Interest on U.S. Bonds and Treasury obligations
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Activity Interest
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Interest and Dividends

Interest code 1

Amount
  Income > Income Overrides and Adjustments Overrides and Adjustments

Interest - Override

Interest from U.S. obligations - Override
3a   Income > Dividends IRS 1099-DIV Qualified dividends
  Income > Consolidated 1099 Dividend Income Qualified dividends
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Activity Qualified dividends
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Interest and Dividends Qualified dividends
  Income > Income Overrides and Adjustments Overrides and Adjustments Dividends – total qualified
3b   Income > Dividends IRS 1099-DIV Total ordinary dividends
  Income > Consolidated 1099 Dividend Income Total ordinary dividends
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Activity Ordinary dividends
 

Interest/Deductions >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Interest and Dividends

Interest code 2

Amount
  Income > Income Overrides and Adjustments Overrides and Adjustments

Dividends – total nonqualified

U.S. interest dividends

Extraordinary dividends
4a Not applicable
4b Not Applicable
5a Not applicable
5b   Income > Other Income Other Income If Type contains a “P”
    Income > IRAs, Pensions and Annuities    
6 Reserved
7 Schedule D, Line 19
  OR
    Income > Income Overrides and Adjustments Overrides and Adjustments Capital gains and losses - Override
8   Income > Other Income Other Income If type contains “O,” “C” or “L”
  Income > Consolidated 1099 Miscellaneous Income If type contains “O,” “C” or “L”
  Income > Other Income IRS 1099-MISC Other income
  Income > Income Overrides and Adjustments Overrides and Adjustments Other income – Override
  Income > Other Income State Tax Refund

Income

Principal
Deductions Worksheet – Other deductions total
Schedule C, Line 31
OR
  Income > Income Overrides and Adjustments Overrides and Adjustments Business income passive and non-passive - Override
Form 4797, Line 17
OR
  Income > Income Overrides and Adjustments Overrides and Adjustments Ordinary gain (loss) - Override
Schedule E, Line 41
  Income > Income Overrides and Adjustments Overrides and Adjustments

Rental

Royalty

Partnership

Estate and trust income

S corporation income

Farm rental income - Overrides
Schedule F, Line 34
  Income > Income Overrides and Adjustments Overrides and Adjustments Farm income - Override
9 Calculated
10a Not applicable
10b Not applicable
10c Not applicable
10d Calculated
11 Calculated
12 Not applicable
13a Form 8995, Line 15 or Form 8995-A, Line 39  
13b Calculated
13c Calculated
14 Calculated
15 Calculated
Page 2
16 Calculated
17 Schedule I, Line 54
18 Calculated
19 Not applicable
20 Form 1116, Line 33
    Credits > Other Allowable Credits and Credit Overrides Other Credits Form 1116 (foreign tax credit)
  Form 3800, Line 38
  Form 8801, Line 25
  Form 8912, Line 12
    Credits > Other Allowable Credits and Credit Overrides Other Credits

Form 3800 (general business credit)

Form 8801 (credit for prior year minimum tax)
21 Calculated
22 Calculated
22 Calculated
OR
  Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments Total income exempt by a treaty - Override
23a Form 1040NR, Schedule NEC, Line 15
  OR
    Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments Tax on income not effectively connected with a U.S. trade or business – Override
23b Schedule H, Line 26
    Taxes > Other Taxes Form 1041 Other Taxes Schedule H – Override
    Taxes > Other Taxes Form 1041 Other Taxes  
23c  Calculated based on
Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments Transportation income  
23d Calculated
24 Calculated
25a Not Applicable
25b   Income > Interest IRS 1099-INT Federal income tax withheld
  Income > Dividends IRS 1099-DIV Federal income tax withheld
  Income > Consolidated 1099 Interest Income Federal backup withholding
  Income > Consolidated 1099 Dividend Income Federal backup withholding
  Income > Consolidated 1099 Miscellaneous Income Federal backup withholding
  Income > Other Income IRS 1099-MISC Federal income tax withheld
 

Income >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation
Activity Credit for backup withholding - federal
  Income > IRAs, Pensions and Annuities    
  Beneficiaries > Specific Allocation – Other Specific Allocation – Other Tax withheld
  Payments/Penalties/Estimates > Payments Other Federal Payments Backup withholding – Override
25c Not Applicable
25d Calculated
25e   Income > Partnership Passthrough Activity Credit for backup withholding – federal when Form 8805 received from partnership is checked
  Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments U.S. tax withheld from Form 8805 by partnerships under Section 1446 - Override
25f   Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments U.S. tax withheld on disposition of U.S. real property interest from Form 8288-A
25g   Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments

U.S. tax withheld from Form 1042S by partnerships under Section 1446

U.S. tax withheld on disposition of U.S. real property interest from Form 1042S
  Foreign > Nonresident Alien Income Tax Tax on Income not Effectively Connected with a U.S. Trade or Business U.S. tax withheld at source column
  Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments Total U.S. tax withheld at source – Override (for Tax on Income not Effectively Connected with a U.S. Trade or Business only)
26  

Income >

  • Fiduciary Passthrough
  • Partnership Passthrough
  • S Corporation Passthrough
 Activity Credit for estimated taxes
  Payments/Penalties/Estimates > Payments Federal Estimated Tax Payments Amount of payment
27 Reserved
28 Not Applicable
29   Foreign > Nonresident Alien Income Tax Other Income, Credits, Taxes and Adjustments Credit for amount paid with Form 1040C
30 Reserved
31 Form 4868
  Payments/Penalties/Estimates > Payments Federal Extension Payments Amount paid - Override
Form 4136, Line 17
  Credits > Other Allowable Credits and Credit Overrides Other Credits Form 4136 (credit for federal tax paid on fuels)
  Income > Gains and Losses IRS 2439 Tax Paid by RIC
32 Calculated
33 Calculated
34 Calculated
35a Calculated based on input from Estimate and Application of Overpayment worksheet
35b   General > Basic Data Direct Deposit / Electronic Funds Withdrawal Routing transit number (RTN)
35c   General > Basic Data Direct Deposit / Electronic Funds Withdrawal Type of depositor account
35d   General > Basic Data Direct Deposit / Electronic Funds Withdrawal Depositor account number (DAN)
35e   Foreign > Nonresident Alien Income Tax General Address outside of U.S. for refund if different from Basic Data worksheet
36   Payments/Penalties/Estimates > Estimates and Application of Overpayment Estimate Options Application of overpayment code
  Payments/Penalties/Estimates > Estimates and Application of Overpayment Estimate Overrides and Adjustments Amount of overpayment to apply to estimate
37 Calculated
38 Form 2210, Page 2, Line 19 or Form 2210, Page 3, Line 27
Discuss return with preparer

the Return Configuration Set

OR
  General > Return Options Third Party Designee Information Name – Override
"Yes" box is checked if entries in Third Party Designee section
Designee name   General > Return Options Third Party Designee Information Name – Override
  General > Return Options Preparer Information – Overrides Office Manager Preparer name

Note: If taxing authority allowed to discuss return with preparer is "Yes," the following hierarchy is used:

  1. Input location above
  2. Input location above
  3. Preparer entered in the Return Configuration Set
  4. Designee name entered in the Return Configuration Set
  5. “Preparer” is printed
Designee phone no.   General > Return Options Third Party Designee Information Phone number – Override

Note: If taxing authority allowed to discuss return with preparer is "Yes," the following hierarchy is used:

  1. Preparer phone number in the Return Configuration Set
  2. Designee phone number in the Return Configuration Set
  3. Input location below
  General > Return Options Preparer Information – Overrides Office Manager Firm telephone number
Designee PIN   General > Return Options Third Party Designee Information Personal identification number – Override

Note: If taxing authority allowed to discuss return with preparer is "Yes," the following hierarchy is used:

  1. Input location above
  2. Designee PIN entered in Office Manager for preparer
  3. Designee PIN entered in Office Manager for firm
  4. ERO PIN in Office Manager
Signature of fiduciary   General > Basic Data General Name of fiduciary or officer representing fiduciary (signature)
EIN of fiduciary   General > Basic Data General Fiduciary identification number (TT&L account)
May the IRS discuss the return   General > Return Options Miscellaneous Options Taxing authority is authorized to discuss return with preparer
Print/Type preparer"s name

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager

Individual preparer"s code

Preparer"s name
Preparer"s signature

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager

Individual preparer"s code

Preparer name

Print preparer signature
Date   General > Return Options Preparer Information – Overrides Office Manager

Print date signed by preparer

Date signed by preparer
Check if self-employed

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager Self-employed
Preparer"s SSN or PTIN

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager

Alternate preparer ID number (PTIN)

Preparer social security number
Firm name

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager Firm name
Firm address

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager

Firm address

Firm city and state

Firm ZIP code
Firm EIN

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager Firm employer ID number
Firm phone number

the Return Configuration Set

OR
  General > Return Options Preparer Information – Overrides Office Manager Firm telephone number
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