Use the following information to prepare Form 1040-NR. • Kim Lee, a citizen of South Korea, came to the United States in F-1 immigration status (number 3344123344) on January 01, 2023. • He has remained in the country since then and is a full-time student at the local university. Kim, born July 25, 2001, is single. He began working at the university on February 10, 2023. • He filed the proper withholding and treaty forms with the university payroll office before beginning his job. Since filing these forms correctly, he received a Form 1042-S for the treaty benefit for his wages. Kim was not in the U.S. before and therefore, has not filed an U.S. tax return in any prior year. • Kim also received a scholarship from the university he was attending. He filed the appropriate forms to claim his treaty benefit for the scholarship. Therefore, he received a Form 1042-S. • Kim’s address in South Korea is Bldg. 102 Unit 304, Sajik-ro-3-gil (Street) 23, Jongno, Seoul (South Korea) 30174. If he is entitled to a refund, he wants a direct deposit to his checking account. The routing number is 123456789 and the account number is 98765432100. He doesn’t want to designate anyone to discuss his return with the IRS. He did not take any affirmative steps to apply for permanent residence in the U.S. Kim’s U.S. income will not be taxed in his home country. • Using the following information (two Forms 1042-S and a Form W-2), complete Kim’s federal income tax return. (Kim would also need to file Form 8843, but assume that he has already completed that on his own.) • After completing the required tax form, review the scenario and resource materials, and answer each of the test questions Forms W2 & 1042-S, Page 1 22222 a Employee’s social security number OMB No. 1545-0008 b Employer identification number (EIN) c Employer’s name, address, and ZIP code d Control number e Employee’s first name and initial Last name Suff. f Employee’s address and ZIP code 1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 7 Social security tips 8 Allocated tips 9 10 Dependent care benefits 11 Nonqualified plans 12a C o d e 12b C o d e 12c C o d e 12d C o d e 13 Statutory employee Retirement plan Third-party sick pay 14 Other 15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name Form W-2 Wage and Tax Statement 2023 Department of the Treasury—Internal Revenue Service Copy 1—For State, City, or Local Tax Department XXX-XX-XXXX XX-XXXXXXX State University 122 Main Street Your City, YS XXXXX Kim Lee 245 2nd Street International Hall Your City, YS XXXXX 8,500.00 800.00Form 1042-S, Page 2 Form 1042-S Department of the Treasury Internal Revenue Service Foreign Person’s U.S. Source Income Subject to Withholding Go to for instructions and the latest information. 2023 UNIQUE FORM IDENTIFIER AMENDED AMENDMENT NO. OMB No. 1545-0096 Copy A for Internal Revenue Service 1 Income code 2 Gross income 3 Chapter indicator. Enter “3” or “4” 3a Exemption code 3b Tax rate . 4a Exemption c 25. Is $8,500 the amount entered on the line for Total amount from Form(s) W-2, box 1 on Form 1040-NR? a. Yes b. No 26. Is $8,500 the amount of adjusted gross income on the Form 1040-NR? a. Yes b. No 27. Is $880 the amount of Itemized deductions on the Form 1040-NR? a. Yes b. No 28. Is $8,420 the amount for taxable income on the Form 1040-NR? a. Yes b. No 29. What is the total amount entered for Total income exempt by a treaty from Schedule OI? a. $0 b. $2,000 c. $6,000 d. $8,000

To answer these questions, we need to consider the information provided and the relevant tax forms and instructions for Form 1040-NR. However, since the full details of the Forms 1042-S are not provided, I will make assumptions based on typical scenarios involving F-1 students who are nonresident aliens for tax purposes and who claim treaty benefits. 25. Is $8,500 the amount entered on the line for Total amount from Form(s) W-2, box 1 on Form 1040-NR? a. Yes The $8,500 from Form W-2, box 1, should be reported on Form 1040-NR as wages on the line for Total amount from Form(s) W-2, box 1. 26. Is $8,500 the amount of adjusted gross income on the Form 1040-NR? b. No The adjusted gross income (AGI) on Form 1040-NR could be different from $8,500 if there are other income items to report or adjustments to income. Since Kim also received a scholarship, the gross income could be higher unless the scholarship is fully exempt under a tax treaty. 27. Is $880 the amount of Itemized deductions on the Form 1040-NR? a. Yes b. No Without additional information, it's not possible to determine the exact amount of itemized deductions. Nonresident aliens can itemize deductions if they have certain types of

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