iTreatly

Tax knowledge center

1040-NR Tax Guides

Follow the same order used by the filing workspace: residency, income documents, treaty review, calculation, and line-by-line guidance.

01

Tax residency

Work through visa history and U.S. presence before deciding whether Form 1040-NR is the right path.

Public guide
02

W-2 and 1042-S income

Review the income and withholding fields that feed the calculation, with user confirmation before use.

Public guide
03

Treaty benefits

Check each treaty condition against the facts of the case instead of assuming a benefit from nationality alone.

Public guide
04

Federal tax calculation

See the deterministic calculation chain for taxable income, estimated tax, withholding, and refund or balance due.

Public guide
05

FICA withholding review

Identify Social Security and Medicare withholding that may need a separate employer or IRS refund process.

Public guide
06

Line-by-line filing guidance

Turn the completed review into a practical filing guide showing where each confirmed amount belongs.

Public guide