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Form 1040-NR for non-residents with US-source income

US-source and effectively connected income is withheld at 30% of gross by default, with no deductions, until a return is filed that says otherwise. We confirm what applies to you and file it correctly.

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Filing calendarNon-resident, US income

ITIN, if none yet6 to 8 weeks

Form 1040-NR04/15

Treaty claim, if one applieswith the return

State return, where sourcedvaries

Without a filed return, US-source income stays withheld at 30% of gross, with no deductions and no treaty relief applied.

Where this bites

Withholding is a default, not a settlement

Most non-residents assume the tax withheld at source is the final answer. Filing correctly is often the difference between that number and what is actually owed.

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30% withholding isn’t the final taxFiling a return can bring the number down substantially, depending on the income type

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Effectively connected income is treated differentlyIncome tied to a US trade or business follows different rules than passive US-source income

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A treaty claim has to be madeTreaty relief isn’t automatic — it is claimed on the return, with support behind it

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A late return can forfeit deductionsFiling well past the deadline can mean losing the right to deductions against that income

What’s included

Income mapped, treaty position confirmed, before anything is filed

Income & withholding review

Confirms US-source versus effectively connected income and what has already been withheld.

Form 1040-NR preparation

Prepared and reviewed by a CPA, with the treaty position included where one applies.

Treaty claim and support

Claimed with the documentation behind it, not just a box ticked on the form.

State return, if sourced

Prepared wherever the income was earned and a state filing is owed.

How it works

Five steps, one fixed fee

01

Confirm residency status and income sources

02

Gather withholding statements (1042-S, W-2, 1099)

03

Determine treaty position

04

Prepare and file Form 1040-NR

05

File a state return, if required

Fees

You will know the number before we start

Fees are scoped from your income types and whether a treaty claim applies, and fixed before we start work.

How our pricing works →

LicensedCPA · Montana

FocusInbound to the US

DeliveryRemote, by design

FeesFixed, quoted up front

BillingNever hourly

Next step

Tell us about your US income.

A short set of questions about your income sources and residency. We come back with a scope and a fixed price.

Start scoping →