In TaxSlayer Pro, if you've entered a withholding document such as Form 1042-S in its menu into Form 1040-NR, the income you entered does not flow to the main return. It's up to you to enter the income in the appropriate place in the tax return. Entering only Form 1042-S in its menu and not also entering the income where it belongs in the return will result in this reject:
F1040NR-027-07
The sum of Form 1040NR, 'WagesSalariesAndTipsAmt' and Schedule 1 (Form 1040), 'TotalOtherIncomeAmt' and Schedule OI (Form 1040-NR), 'TreatyTaxExemptUSIncomeAmt' plus (+) the sum of Schedule NEC (Form 1040-NR), ['OtherIncomeAmt' in ('IncomeTaxRt10UndTrtyRuleGrp' and 'IncomeTaxRt15UndTrtyRuleGrp' and 'IncomeTaxRt30UndTrtyRuleGrp' and 'IncomeTaxRtOthUndTrtyRuleGrp' and 'IncomeTaxRtOth2UndTrtyRuleGrp')] plus (+) the sum of all Schedule C (Form 1040), 'TotalGrossReceiptsAmt' must be greater than or equal to (the sum of all Forms 1042-S, 'GrossIncomeAmt' with [(1) 'IncomeTypeCd' having the value "17" or "18" or "19" or "20" or "23" or "25" or "26" or "27" or "32" or "35" or "38" or "41" or "42" or "43" or "44" or "55" or "57" or "58" or "59" or "60" or "61" and (2) 'ExemptionCd' in 'Chapter3Grp' not having the value "02" or "04"] plus (+) the sum of all Forms W-2, 'WagesAmt').
This reject, with slightly different verbiage, has been assigned different reject codes over the years:
- 2024 - F1040NR-027-06
- 2022-2023 - F1040NR-027-05
- 2021 - F1040NR-027-04
- 2020-2021 - F1040NR-027-03
- 2019-2020 - F1040NR-027-02
- 2018 and prior - F1040NR-027-01
To fix this reject, enter the income shown on Form 1042-S where it belongs in the Income menu. if you're uncertain what kind of income it is, look up the type code using the information on the back of Form 1042-S or in the form instructions. Liaise with the taxpayer as well to confirm the correct income type has been chosen.
Additional Information: