If you received Form(s) W-2, Wage and Tax Statement, and some or all of your wages are exempt by tax treaty, you will need to manually adjust your W-2 entry to reflect only the wages that are not exempt by tax treaty. Wages which are exempt by tax treaty should be reported on Schedule OI. The IRS will match the amount reported on your Form(s) W-2 with the amounts reported on Lines 8 and 22 of your Form 1040-NR, U.S. Nonresident Alien Income Tax Return. You will need to paper-file your return.
See Entering in Program - Form W-2 to access the Form W-2. In Box 1, enter only the amount of your wages which are not exempt by tax treaty. See Publication 901 for more information on tax treaties.
To enter the information for your wages that are exempt by tax treaty on Schedule OI, follow the steps below. The return must be a 1040-NR, or you will not see this option.
Online
Dashboard
From within your TaxAct return, click Resources.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Under My Return, click Federal Search.
Click Income Exempt from Tax Under Treaty.
Complete the rest of the interview process.
Classic
From within your TaxAct return, click Federal.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click Income Exempt from Tax Under Treaty.
Complete the rest of the interview process.
Desktop
From within your TaxAct return, click Federal.
Click Income Exempt from Tax Under Treaty.
Complete the rest of the interview process.
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