IRS · Official form

Form 1042-T, Annual Summary and Transmittal of Forms 1042-S

Form 1042-T is the cover sheet that transmits paper Forms 1042-S to the IRS. Fill in the official IRS PDF below and download it.

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What is 1042-T?

Form 1042-T, Annual Summary and Transmittal of Forms 1042-S, is the transmittal document a withholding agent sends with paper copies of Forms 1042-S, which report U.S. source income paid to foreign persons and the tax withheld on it. It summarizes how many 1042-S forms are attached and the totals they report.

A separate Form 1042-T is used for each type of Form 1042-S being transmitted. Filing it does not replace Form 1042: the withholding agent still files the annual withholding tax return separately.

Who files 1042-T?

Withholding agents submitting paper Forms 1042-S to the IRS
Only filers permitted to file on paper: most withholding agents must e-file Forms 1042-S instead, which needs no 1042-T
Agents transmitting multiple batches use a separate 1042-T for each type of 1042-S (original, amended, pro-rata)
Qualified intermediaries and other agents in the limited cases where paper filing is still allowed

How to fill out 1042-T

Enter the withholding agent’s name, EIN, and address, matching the information on the attached Forms 1042-S.
Check the boxes describing the type of paper Forms 1042-S attached, such as original or amended.
Enter the number of Forms 1042-S attached and the total gross income and total tax withheld they show.
Sign and date the transmittal.
Download and print the PDF, place it on top of the paper Forms 1042-S, and mail the package to the address in the instructions by the filing deadline.

Worth knowing: Most withholding agents are required to e-file Forms 1042-S, in which case no Form 1042-T is used at all. Only mail this transmittal with paper 1042-S copies if the current instructions confirm you are permitted to file on paper.

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Page 1 19 fields

Name of withholding agent

Ch. 4 status code

Ch. 3 status code

Employer identification number

Number, street, and room or suite no.

City or town, state or province, country, and ZIP or foreign postal code

Chapter 4 or chapter 3 (enter 4 or 3)

Original

Amended

1c. Check if pro rata.

The number of paper Forms 1042-S attached

Check if you are a partnership reporting withholding that occurred in the subsequent year. See instructions.

1f. Check if you are a Qualified Intermediary, Withholding Foreign Partnership, or Withholding Foreign Trust revising its reporting on Form

2. Total gross income reported on all paper Forms 1042-S (box 2) attached

3. Total federal tax withheld on all paper Forms 1042-S attached: a. Total federal tax withheld under chapter 4

3b. Total federal tax withheld under chapter 3

If this is your FINAL return, enter an "X" here. See instructions.

Title

Daytime phone number

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Frequently asked questions

Do I need Form 1042-T if I e-file Forms 1042-S?

No. The transmittal exists only for paper submissions. Electronic filing through the IRS system replaces both the paper 1042-S copies and the 1042-T.

Does Form 1042-T replace Form 1042?

No. Form 1042-T only transmits the payee-level Forms 1042-S. The withholding agent must still file Form 1042, the annual withholding tax return, separately.

Can I mix original and amended 1042-S forms behind one 1042-T?

No. Use a separate Form 1042-T for each type of submission, so originals and amended forms each get their own transmittal.

Form 1042-T, Annual Summary and Transmittal of Forms 1042-S

What is 1042-T?

Who files 1042-T?

How to fill out 1042-T

Quick fill 1042-T on this page

Frequently asked questions

Related forms

Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

Form W-8BEN, Certificate of Foreign Status (Individuals)

Form 1096, Annual Summary and Transmittal of U.S. Information Returns