Please do not complete the process until you receive all of your forms and have them available!
Please note that you do not need Form 1098-T in LegacyTax NR. The Internal Revenue Service (IRS) does not require your educational institution to file a Form 1098-T for foreign students who are not US residents for tax purposes. This is because non-resident alien students are not eligible for education tax benefits. However, since your educational institution cannot definitively determine which foreign students are residents for tax purposes, the instution may still have filed and provided you with the form. Also, the IRS does require your financial institution to provide a 1098-T to a non-resident alien student who requests one. For these reasons your financial institution will likely provide 1098-T forms to all students, including foreign students who may or may not be eligible for an education tax benefit.
Welcome to LegacyTax NR!Hey there, my name is Lucia. I’m going to make your tax gathering process a pleasant experience.
LegacyTax NR consists of a step-by-step questionnaire that’s designed to gather all the information that we need to prepare your tax return(s).
We have created this easy-to-use questionnaire that will guide you step-by-step through the information gathering process designed to gather all of the information needed to conveniently and accurately prepare your return(s). This questionnaire is intended to be self-expanding, but only when necessary. In other words, it will only expand if you answer a question that indicates there is a need for additional information or questions. This questionnaire was designed to be used for the simplest returns (i.e., Form 8843) to complicated returns (i.e. Forms 8833, 8840 and 1040 NR) while always keeping the user experience foremost in mind. Our top goal is to maximize your tax deductions while simplifying and streamlining the information-gathering process
Additional Notes:
Your data is encrypted to secure the transmission of your information.
- We are asking for multiple tax-related documents to be uploaded, please have these documents pre-scanned and saved to your PC before you start this. If you receive additional documents after you have hit submit, please upload them through our client portal
- To avoid losing progress, make sure to click the "SAVE AND CONTINUE" and "BACK" buttons. You can continue to fill out the form whenever you are available and have the information to complete it.
Important, DO NOT close the tab on the browser until you have submitted. If you do, you will have to start over!
- Your answers are required for us to file your tax returns properly and in accordance with all laws and regulations. They must be accurate or the federal and/or state governments may reject your tax return due to matching issues to prevent ID theft.
- There may be additional questions later to save you even more money! So be on the lookout for emails from anyone with an "@LTaxRS" email address.
DO NOT hit "submit" until you have completed this form to the best of your ability, including all answers and documents.
You can help you claim your Premium Tax Credit online, however it will change the pricing of your return.
If any amount other than zero is shown in Part III, column C, of your Form 1095-A or if you want to take the Premium Tax Credit, you must complete and attach Form 8962 to your tax return. LegacyTax NR will provide you new pricing for this return and provide make arrangements to prepare your return including the Form 8962. You will receive an email with further information on how to claim the credit. You will be asked to reply to this email by attaching all your 1095-A forms. Then we will be in touch with you as soon as we update your returns!
Tax PreparationLegacyTax NR tax preparation system will help you to determine your tax obligations and any liability or refund due, for the tax years up to and including {okLets}. LegacyTax NR will then prepare the necessary documents for filing to the IRS
Definition of a "Tax Home" is the general area of your main place of business employment, or post of duty, regardless of where you maintain your family home. It is the place where you indefinately work as an employee or are a self-employed individual. That "Tax Home" must be in existence for the ENTIRE current year and MUST be located in the same foreign country to which you are claiming to have a closer connection than the connection to the United States.
Definition of a "Foreign Country" is any territory under the sovereighty of the United Nations or a governement other than the United States, the territorial waters of the foreign country (determined under US Law), the seabed and subsoil of those submarine areas that are adjacent to the territorial water of the foreign country and over which the foreign country has exclusive right under international law to explore and exploit national resources, and possessions and territories of the United States.
In determining whether you maintain a closer connection to a foreign country than to the United States, the facts and circumstances including
It is important that your home be available at all times, continuously and not just for short stays.
You cannot be considered as having a closer connection to another country other than the United States if you have an application pending for adjustment of your permanent residency to the United States.
Note: If you were prevented from leaving the United States due to a medical condition or medical problem, you MUST have a physician or other medical official sign the Form 8843 indicating that "you were unable to leave the United States on the date shown above, because of a medical condition or medical problem and there was NO INDICATION THAT THE MEDICAL CONDITION OR MEDICAL PROBLEM WAS PRE-EXISTING".
Note: In figuring the days of presence in the United States, you can exclude only the days onwhich you actually competed in a sports event. You cannot exclude the days on which youwere in the United States to practice for the event, to perform promotional or other activitiesrelated to the event, or to travel between events.
Please provide details below of all your visits to the US starting with {whenWas}. How do I know if my information is correct?
Please provide details of your current US visa.
Visa Type{pleaseSelect}
Please note that our system only accepts characters in the English/Latin alphabet.
We have created this easy-to-use questionnaire that will guide you step-by-step through the information gathering process designed to gather all of the information needed to conveniently and accurately prepare your return(s). This questionnaire is intended to be self-expanding, but only when necessary. In other words, it will only expand if you answer a question that indicates there is a need for additional information or questions. This questionnaire was designed to be used for the simplest returns (i.e., Form 8843) to complicated returns while always keeping the user experience foremost in mind. Our top goal is to maximize your tax deductions while simplifying and streamlining the information-gathering process
US Address Home Address (Outside the US)
Note: As you can be claimed as a dependent on someone else's tax return, you may not be eligible for certain available tax benefits.
Income Documents received.
Tell us about what income documents you received for your returns.
NOTE: If you have more than 200 payment forms of a single type please contact us at 855-829-5877 for help with organizing your Tax Return(s) which will be prepared offline. Please note that additional charges for tax preparation and consultation may apply.
Instructions:
We recommend that you use Copy C of your W-2 form to complete your income and tax information.
If the information in boxes 16-20 differs on copies B and C of your W-2 form, please attach copy C to your Federal tax return.
DO NOT combine information from different forms.
If your original W-2 does not have amounts in boxes 16-20 on two rows, do not enter any information on the second row below.
IF YOU DO NOT HAVE A COPY TO UPLOAD, PLEASE INSERT YOUR W-2 INFORMATION INTO THE CORRESPONDING BOXES PROVIDED BELOW THE UPLOAD BOX.
IT IS IMPORTANT THAT YOU INCLUDE ALL INFORMATION IN BOXES a THROUGH f and 1 THROUGH 20.
Upload a scan or photo of your income documentThe uploaded file should contain only one page!
Please, ensure that you are using Copy B of your 1042-S form in order to complete your income and tax information.
If there is a difference between copies B and C of your 1042-S form, attach Copy B to your Federal tax return.
IF YOU DO NOT HAVE A COPY TO UPLOAD, PLEASE INSERT YOUR 1042-S INFORMATION INTO THE CORRESPONDING BOXES PROVIDED BELOW THE UPLOAD BOX
Social Security & Medicare Tax
NOTE: You must first contact your employer(s) and request a refund directly from them. Give your employer(s) 1 month to respond to your request for FICA refund. If your employer(s) does not refund this to you, then continue with steps below to submit your FICA tax claim to the Internal Revenue Service. This does not affect your federal and state tax filing process.
If you need a copy of your I-94, one can be obtained at https://i94.cbp.dhs.gov/I94/#/home
Please enter the required details in the blue boxes.Please provide information related only to your transactions with virtual currencies. List below all Cryptocurrency Reports and 1099-B forms which are part of the composite Form 1099-B you received from the broker.
In table below give the details exactly as furnished on the form and to the best of your knowledge. You may report one form 1099-B which reflects one transactions per line. Also, for multiple transactions with one and the same virtual currency you may report Security Totals and relevant Information and Dates on a single line as appropriate.
If you have 1099-B form which covers your trades with stock or securities please do not report this here and use form 1099-B screen earlier in the program.
Income not reported elsewhere
Please, add below the payment details from your {typeA1187}.
Other taxes and payments
Previous US tax returns
Please provide us with details of any expenses you incurred in {okLets}. We will use these to maximize your tax refund. Please note that the questions in this section are not mandatory so you can leave some or all of them blank as appropriate.
Please note that you have to keep all receipts for your expenses in case of an audit; reimbursements received back from your employer may affect the tax treaty benefits and the final balance on your tax return.
Charitable contributions
For any charitable donations made by either cash or check and regardless of the amount or form of property donated, you must keep records.
For cash donations, an appropriate record would be a bank or credit card statement or a written statement from the charity stating the name of the charity, amount of the donation and the date on which it was made.
Self employment expenses
Health Insurance payments
I received Forms 1095-B or 1095-C: You do not need to provide information or a copy of 1095-B or 1095-C to us or to the IRS. You do not need these forms in order to file your tax return, you only have to keep them for your records.
Form 1095-A: If you are expecting to receive a Form 1095-A, you should wait to file your {name1388} income tax return until you receive it. Legacy Tax can help you with the preparation of your return offline. To prepare your return offline we will need you to finalize this form and email us with your 1095-A form.
You cannot claim your Premium Tax Credit online by using this form.
If any amount other than zero is shown in Part III, column C, of your Form 1095-A or if you want to take the Premium Tax Credit, you must complete and attach Form 8962 to your tax return. Legacy Tax does not support this form online, but we can arrange offline preparation for you. You will receive an email with further information on how to claim the credit. You will be asked to reply to this email by attaching all your 1095-A forms. Then we will be in touch with you as soon as we update your returns!
Please complete the following information exactly as shown on your Form DS-2019 or I-20.
Please provide details of each state you lived in during {okLets}. You should also include any periods spent outside the US (if applicable).
Note that if you are not able to list the periods you were outside the US during {okLets} correctly you may need to review and change the entry and exit dates you have entered on the step “Residency Status”.
Closer Connection
Based on the answer you have provided, you are closer connected to another country than to the United States and therefore MUST submit Form 8840
To complete the form, click here!
US Resident for Tax Purposes
Based on the information you provided, you are deemed a US resident for tax purposes, which means you must file a US Resident Return.
We are able to assist you with this return, however, the return will be considerably more complex than a Non-Resident Return and will change the fees for the return(s).
If you believe that you made a mistake in your previous answers, you can go back to the "Residency Status" page and can edit any information you've entered so far.
If you believe you answers are correct, please proceed with the remainder of the US Resident Tax Return Questionnaire
Why am I a US Resident for tax purposes?
There are many factors that are considered when determining your residency status.
1. If you answered "Yes" to being a US. citizen or have been a green card holder or if you have applied for US citizenship/ lawful residence then you will be deemed a US resident for tax purposes.
2. Next we add up all the days that you have been physically present in the US during the tax year.
- PLUS 1/3 of the number of days you were physically present in the US during the first preceding year.
- PLUS 1/6 the number of days you were physically present in the US during the second preceding year.
If the number of days for these three years equals 183 days or greater, then you are considered a US resident for tax purposes.
In addition to this we also take your visa type into account. Depending on your visa type you may be exempt for certain years and so these exempt years are excluded from this calculation.
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