Skip to main content
Level 2
September 17, 2025
Question

Lacerte 1040NR, E-File, Tax treaty, States

  • September 17, 2025
  • 1 reply
  • 4 views

I have been using ProSeries with quite a few limitations for 1040NR.

Trying to get confirmation on few things Before i take the leap for Lacerte ..........

Please think *1040NR* (Non-Resident) & *E-File* as you are reading this:
(paperfile is obviously a workaround for many things, but wanted to know community's experience)

*** Does LaCerte support the following: ***

I have numbered the items below to make it easy when responding:
(again, please think 1040NR & E-File)

1) E-File any E-Filable state *CONCURRENT with 1040NR E-File
    (ProSeries can only E-File CA & NY *Concurrent with 1040NR.
     I am also aware of the piggyback/standalone E-File states list)
     What I am looking for here is:
    Any state that can be E-Filed *Concurrent with 1040, can it also be E-Filed with 1040NR in Lacerte ?

2) E-File 1040NR with Sch OI > S. Korea Treaty Articles 21 (student) & 20 (Researchers/Teachers)
     With ProSeries, I have tried every possible combination of writing Article xx. No E-File.
     I am looking for someone who has successfully E-Filed with these Treaty articles using Lacerte
3) E-File 1040NR with Sch OI > India Treaty Articles 21 (student) & 22 (Researchers/Teachers)
4) Add 1040X for 1040NR (WITHOUT creating a 1040)
5) E-File Fed Amend if orig was filed somewhere else & accepted
6) 9325 (E-File Ack) for 1040NR

1 reply

Kathi_at_Intuit
Moderator
September 22, 2025

Hi @fintaxguru Great to have you in the community and thanks for posting. We would recommend reaching out to Lacerte Support if you have not done so already. 

We look forward to your future contributions. 

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.