1040-NR Pension Tax Specialist

Freelance layihə · Tax, Tax Law, Tax Compliance, Tax Accounting, Tax Preparation, CPA Services

I need a US Enrolled Agent or CPA experienced with Form 1040-NR, Form 1042-S and US employer pension distributions. Facts: - I am a UK-resident nonresident alien and am not a US citizen or green-card holder. - I lived and performed the relevant employment services in the United States during approximately 1999–2002. - In December 2025, I received a single $17,401.47 lump-sum distribution from my former US employer’s cash-balance defined-benefit pension plan. It was not a 401(k). - The entire benefit relates to post-1986 employment performed in the United States. - Form 1042-S reports pension income code 15 and $5,220 of US federal tax withheld. - The plan was employer-funded, with no known employee after-tax contributions. - I was aged 60 when the distribution was made. - I had no other relevant US income or deductions during 2025. - I have a US Social Security number. - No 2025 Form 1040-NR has yet been filed. Required work: 1. Confirm whether the distribution should be reported as effectively connected pension income on Form 1040-NR lines 5a/5b or treated in another manner. 2. Calculate