Terry D EA Posted March 28, 2015 Report Share Posted March 28, 2015 I need a little help or reassurance from my friends here who prepare non-resident tax returns. One of my client's moved to Portugal two years ago. He has retirement funds here in the US. He did not denounce his citizenship but is no longer a resident of the US. One of his accounts, Charles Schwab is the custodian over the account and due to the custodian address, NC taxes were withheld. Naturally, he is not a resident of NC and hasn't been for the last two years. Last year we filed using form 1040 and I am wondering if we should be using form 1040NR? I think I should file NC as a non-resident as well. Is there anything else in this scenario that I need to know? Only two 1099R's so nothing huge. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 29, 2015 Report Share Posted March 29, 2015 Form 1040NR is for U.S. Nonresident Alien Income Tax Return. Your client is not an alien, hew's a US citizen, so the 1040 is the correct form. Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 29, 2015 Report Share Posted March 29, 2015 1040 always for US citizens. 1 Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted March 29, 2015 Author Report Share Posted March 29, 2015 Thanks 1 Quote Link to comment Share on other sites More sharing options...
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