Schedule OI (Form 1040-NR) Template

Use this schedule to answer citizenship, residency, visa, treaty, and filing questions for Form 1040-NR.

By using this template, you agree to our Template Terms of Use.

Why use a Schedule OI (Form 1040-NR)?

This schedule collects other information required with a Form 1040-NR return.

Provide residency details

Record citizenship, tax residence, and U.S. presence information for the tax year.
Answer status questions

Capture required yes-or-no responses about status, visas, and prior filings.
Support treaty reporting

Document treaty-based return positions and exempt income details when applicable.

This template includes residency questions, status details, treaty reporting, and prior filing information.

Citizenship and residence
Records countries of citizenship and tax residence during the tax year.
U.S. status questions
Asks about green card applications, citizenship, residence, and visa history.
Presence information
Captures dates entered and left the United States during the year.
Treaty income details
Lists treaty article, country, income type, and exempt income amount.
Prior filing details
Asks about prior U.S. income tax returns and related filing information.