[Jackobe24]

I know it involves tax treaty for different countries and stuff like that….

I have a friend from China wants help with his return, they have a $5,000 tax treaty.

He only had income from an investment dividend in the US that is over $5000.

what forms will he need to file?

FAR - 9/8/16 (Hopefully it's my last CPA exam, God bless me!)
REG - 80
BEC - 81
AUD - 69, 81

[monikernc]

he is a student at American school? he should check with internstional studies office to see if they have any VITA volunteers assisting their students with tax returns. my school did.

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FAR - 76
REG - 88

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[wecandoit – CPA 2018]

@Jackobe24 – You should try sprintax it is like turbotax but for international students and scholars.
Check it out it might help
https://www.sprintax.com/

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[Jackobe24]

@monikernc, yes he is a student in the US. his school doesn't have anything like that….

@xxCPA2015xx thanks, I will check that out.

FAR - 9/8/16 (Hopefully it's my last CPA exam, God bless me!)
REG - 80
BEC - 81
AUD - 69, 81

[Anonymous]

does he have an ITIN? i think its required for international students? see if its the recipients ID# on his 1099-DIV

he needs to file Form 1040NR >$5000 triggers a filing requirement. everything else is pretty similar. looks like you passed REG, so you know where dividends go and how they are taxed, aka cap gain if qualified.

should be a pretty straightforward return if all he has is dividend income. now you can help him file that form by hand or have him use sprintax. the latter is probably a more cost-effective option

[Author]

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