Transferring your information from Sprintax Calculus to Sprintax Returns is a straightforward process that ensures your tax documents are accurately reflected when preparing your U.S. tax return.
Here's a step-by-step guide to assist you:
1. Access Sprintax Calculus
Navigate to https://calculus.sprintax.com/.
Log in using your email address and password.
If you've forgotten your password, click on “Forgotten password?” to reset it.
2. Enable Electronic 1042-S Consent (if not already done)
In your Sprintax Calculus account, go to the “Tax Forms” section.
If your Form 1042-S is not visible, locate the “Electronic 1042-S Consent” button at the top right corner.
Click it and select “Agree” in the pop-up window. This action will make your 1042-S form available for download.
3. Transfer to Sprintax Returns
After enabling the electronic consent, a prompt will appear asking if you wish to transfer your data to Sprintax Returns.
Click “Yes, take me to Sprintax” to be redirected.
Log in to Sprintax Returns using the same credentials you used for Sprintax Calculus.
4. Verify Transferred Information
Upon logging in, Sprintax Returns will ask if you want to transfer your personal, contact, and 1042-S data.
Select the option to transfer your information.
Review the imported data to ensure accuracy, especially your 1042-S form details.
5. Complete Your Tax Return
Proceed through the Sprintax Returns questionnaire, answering questions about your residency status, income, and other relevant details.
The system will generate the appropriate tax forms (e.g., Form 1040NR, Form 8843) based on your responses.
Follow the instructions to print, sign, and mail your completed tax return to the IRS.
---
For a visual walkthrough, you might find this video helpful.
Below is a list of data that is transferrable from your Sprintax Calculus account into Sprintax Returns.
| Calculus | Returns | Transferred |
|---|---|---|
| Residency | Residency status | |
| Are you (or will you be) a citizen of the United States, Guam, Puerto Rico, The US Virgin Islands, American Samoa, or the CNMI by birth or by naturalization, on the last day of 2024? | Have you been a US citizen, by birth or naturalization, on the last day of 2024? | Yes |
| Are you currently or will you be a Green Card holder on the last day of 2024? | Have you ever been a green card holder? | Yes |
| Have you applied for U.S. citizenship/naturalization or legal permanent residence in the U.S.? | Have you ever applied for US citizenship/ lawful residence? | Yes |
| Have you been present, or do you expect to be present in the US during 2024? | Were you in the US during the 2024 tax year? | Yes |
| When did you first ever enter the US? | When was your first visit to the US? | Yes (transfers the year only) |
| What is your current immigration status/legal presence program? | Visa Type / Status (but no entry/leave dates) | Yes |
| Residency | Visa Details | |
| What date did you first enter the US on this immigration status? | Visa issue date | Yes |
| Expiry date of your current US visa (if any) | Visa expiry date | Yes |
| Country of Citizenship | Country of Citizenship | Yes |
| Country of residence | Country of Residence before you entered the US |
Yes |
| Personal data | About You | |
| First name | First name | Yes |
| Middle name | Middle name | Yes |
| Last name | Last name | Yes |
| Date of birth | Date of birth | Yes |
| Do you have US TIN (SSN or ITIN) | Do you have a US tax identification number (ITIN/SSN) | Yes |
| Your US TIN (SSN or ITIN) | US TIN box | Yes |
| Are you a full-time student or scholar in a US educational institution in 2024? | Are you a full time student in a US educational institution or full time intern/trainee in US? | Yes |
| Are you a degree candidate in a US educational institution during 2024? | Are you a degree candidate in a US educational institution? | Yes |
| Are you an OPT/CPT program participant during 2024? | Are you OPT/CPT program participant? What is OPT / CPT |
Yes |
| Contact details | Your Address | |
| Your US Address | US Address | |
| Address (Number, Street) | Address (Number, Street) | Yes |
| Address (Apartment number) | Apartment number | Yes |
| Address (City) | City | Yes |
| State | Please Select (state drop-down) | Yes |
| Zip Code | Zip Code | Yes |
| Your Home Address (Outside the US) | Home Address (outside the US) | |
| Address (Number, Street, Apartment number) | Address (number, street, apt. no.) | Yes |
| Address (County, Province) | Address (county, province) | Yes |
| Address (City) | City | Yes |
| Country | Please Select (country drop-down) | Yes |
| Postal code/Zip code | Post Code | Yes |
| Please choose your mailing address | Choose the address which will appear on the return(s), and will be used for correspondence and any refund check | Yes |
| US phone number | US phone number | Yes |
| Home country phone number | The number only (country needs to be selected separately) | Yes |
| Tax forms Info | Your Address | |
| Passport number (from your current valid passport) | Passport number | Yes |
| Personal data | Marital Status | |
| Can you be claimed as a dependent on someone else`s tax return? | Can you be claimed as a dependent on someone else's US tax return? | Yes |
| Are you married? | Were you married on the last day of 2024? | Yes |
| Tax forms | Income Documents | |
| Income document type and quantity selected based on the 1042-S forms issued in Calculus | Yes | |
| 1042-S data | 1042-S data is transferred over except for Recipient's name |
---
ℹ️ Additional Tips
Ensure All Documents Are Ready: Before starting, gather all necessary documents, including your passport, entry/exit dates, Form DS-2019 (for J-1 visa holders), and any income forms like W-2 or 1099.
ITIN Application: If you don't have a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), Sprintax Returns can assist you in applying for an ITIN.
State Tax Returns: If you need to file a state tax return, ensure you have all relevant state income documents and follow the prompts in Sprintax Returns to complete it.