Get Form 13614-nr (rev. 10-2019). Nonresident Alien Intake And Interview Sheet

Filling out the Form 13614-NR, the Nonresident Alien Intake And Interview Sheet, is essential for nonresident aliens seeking assistance with U.S. tax filing. This guide provides clear, step-by-step instructions on how to accurately complete the form online, ensuring that you meet all necessary requirements while effectively reporting your information.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin at the top of the form by filling out your last or family name, first name, middle initial, and ITIN or Social Security number. Ensure accurate entry of your date of birth in mm/dd/yyyy format.
3. Next, provide your Visa number and Passport number if applicable, as well as your telephone number and email address for any necessary correspondence.
4. Indicate your U.S. citizenship or resident alien status for the entire year by selecting 'Yes' or 'No'. Also, respond to whether you were ever a U.S. citizen.
5. Enter your residential information, including your U.S. local street address, city, state, and zip code. Then, fill out your foreign residence address with country details.
6. Complete the country of citizenship section, and indicate your marital status by selecting 'Yes' or 'No'. If married, specify if your partner is in the U.S. and whether your marriage is recognized by the state of filing.
7. Provide dependent information by entering their first name, last or family name, date of birth, ITIN or SSN, and their relationship to you.
8. Detail your entry into the U.S. by providing the date you first entered the country and your immigration status. Select from options such as U.S. immigrant/persistent resident, F-1 student, or other relevant categories.
9. Fill in any changes to your visa or immigration status as necessary, noting the dates and details.
10. Record the years you were present in the U.S. and specify any prior entries before 2013, including types of visas held during those years.
11. Indicate if you filed a U.S. income tax return in previous years, indicating 'Yes' or 'No' and providing relevant details if applicable.
12. Complete the sections regarding your tax treaty claims and foreign tax paid, if relevant. Specify the country, tax treaty article, and details of any exempt income.
13. Answer questions surrounding any scholarships, wages, or other income received during 2019.
14. Lastly, review all entries for accuracy before saving changes. You can download, print, or share the form as needed.

Complete your Form 13614-NR online today to ensure compliance and facilitate your tax filing.