STEP 3 COMMON QUESTIONS
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Select employer type
When asked to select the employer type on your 1042-S/W-2 form, you have to choose the answer clo...
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Is the income taxable in my home country?
Unfortunately we cannot advise you if the income exempt under the tax treaty would be taxable in ...
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What to write in 'prior tax year'?
Please fill out the number of months you’ve spent in the US and claimed a tax treaty on your prio...
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What is a tax treaty?
A tax treaty is a bilateral (two-party) agreement made by two countries (the US and another forei...
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Should I claim the max exemption for the tax treaty?
The tax treaty is a benefit and you are eligible to claim it in order to reduce your taxable inco...
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Did you have any overpayment listed on your 2022 state tax return?
This question asks if you had overpaid taxes on your 2022 State tax return. Please review your 20...
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Did you have any overpayment listed on your 2022 tax return (1040NR, Line 36) which you requested to be applied against your 2023 estimated tax?
This question asks if you had a refund on your 2022 Federal tax return which instead of claiming ...
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Did you claim state tax expenses on your 2022 tax return (Schedule A, line 1)?
The State tax expenses for 2023 is the amount of State and Local taxes used as Itemized deduction...
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Have you filed a US federal tax return before?
The question itself is asking whether you have filed a 1040-NR form (your Federal Tax Return) bef...
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Can I file an extension?
The extension (Form 4868) is a form that you can file if you owe money and cannot mail your docum...
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Did you make any estimated tax payments to the state tax office during 2023 which you paid yourself and not through your employer?
Estimated tax is the method used to pay tax on income that is not subject to withholding. This in...
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Did you make any estimated tax payments during 2023 which you paid directly to the IRS yourself and not through your employer?
Estimated tax is the method used to pay tax on income that is not subject to withholding. This in...
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Did you receive any other income from US sources that is not reported on your W-2
Please note that the question itself is asking whether or not you have any other income besides t...
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What should I put in Quantity on Step 3 Income documents?
If you have 4 W-2 forms from the same employer for example, you have to choose '1' as quantity. T...
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What is an income document?
The income document is a paper/PDF form you'd receive usually around the end of January, reportin...
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Should I report my foreign income?
Non-residents for tax purposes do not report non-US income on their Federal income tax returns, h...
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I have a scholarship but no document (I only have a scholarship letter)
If your scholarship has been allocated to pay off tuition fees or is a tuition waiver, you should...
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I don't know what document I should receive.
The income documents might vary depending on the funds you have received. In case you are unsure ...
Steven
Sprintax OCR Technology - No need to manually enter your income document details!
Thanks to the OCR (Optical Character Recognition) technology on Sprintax, you will no longer have...