Client organizers for nonresidents

Use the following to prepare an organizer for nonresident clients filing 1040-NR returns.
When printing an organizer for a 1040-NR return you'll get the Nonresident Alien worksheet. Use this worksheet for gathering General Information and details about Income not effectively connected to a U.S. trade or business.
If the client had Schedule OI information in the previous year’s return, ensure that this information is proforma’d to the current year’s organizer. Include the
Schedule OI (Other Income)
in the Organizer package.
Enter information for 1040-NR clients on the NRA and NRA-2 screens in the Nonresident Alien folder.
note
The Nonresident worksheets will only print if you have the Classic organizer selected.
  • For Global settings, go to
    Setup
    >
    1040 Individual
    >
    Organizer
    >
    Modify
    .
  • For Individual settings, go to
    General
    folder >
    Contact screen
    >
    Organizer options
    .
The Organizer type options will override global settings.

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