Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Finishing the Return



This lesson is designed to teach tax preparers how to complete the final steps for finishing the return.

Forms referenced in this lesson include:

  • Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition
  • Form 1040-NR, U.S. Nonresident Alien Income Tax Return
  • Form 1040-ES (NR), U.S. Estimated Tax for Nonresident Alien Individuals

You can also refer to the following:

  • Form W-4, Employee's Withholding Allowance Certificate
  • Publication 519, U.S. Tax Guide for Aliens
  • Publication 4011, Foreign Student and Scholar Volunteer Resource Guide for helpful tips on preparing tax returns for nonresident aliens
  • Link & Learn Taxes lesson, Finishing the Return