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.
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