how to add statements and notes to explain wages on the return

Forum|Forum|3 years ago
April 11, 2023
2 replies
14 views

Can I add a reference to the line for wages to show how much was earned during my resident and nonresident period. Thanks.

ProSeries Basic

This topic has been closed for replies.

Best answer by TaxGuyBill

@Charm wrote:

The previous accountant filed a resident return

I would have filed a nonresident return which I know has income allocation scheduled. But I want to be consistent with what was filed in 2021.

Except for certain elections, filing a 1040 (Resident Alien) versus a 1040NR (Nonresident Alien) isn't a choice - it is a matter of facts. *IF* the prior year was incorrect, don't mimic it by filing another potentially incorrect tax return.

Is he a Resident Alien or a Nonresident Alien? Last year was the taxpayer a Dual Status Alien?

You said he lived in and was a Resident of Canada, so at first glance the prior return may be wrong, but without seeing all of the details, it is difficult to know.

dkh

Level 15

Are you asking for yourself or a client you are preparing a return for?

If for yourself..... you are in the wrong place. Try asking in the TurboTax forum.

If you are asking for a client, you need to explain where you feel this "reference" note is required.

C

CharmAuthor

Level 2

Hi, I am preparing this tax return for a client. He works in the US but lives and is a resident of Canada. He allocated his W-2 income in the US based on days he is in the US and days in Canada. The previous accountant filed a resident return and have notes added on how the income should be allocated between the two countries. To be honest I would have filed a nonresident return which I know has income allocation scheduled. But I want to be consistent with what was filed in 2021. My issue now is where and how do I explain the allocation on the return.

dkh

Level 15

Oohhhhh I was thinking it had to do with taxpayer living in two states not two countries.

I have NO experience with this... hopefully someone that does will chime in.

C

CharmAuthor

Level 2

Thanks for looking into this. If someone else can tell me how to add a statement to pro Series to explain the wages reported, I would appreciate it.

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