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2022 Form 1042-S!

On December 13, 2021, the IRS published 2022 Form 1042-S. There are a number of changes to codes:

  • Box 1 Income Code.

    • Dividend Code 40 Other dividend equivalents under IRC section 871(m). Updated to remove the reference to section 871(l).

    • New Dividend Code 56 Dividend equivalents under IRC section 871(m) as a result of applying the combined transaction rules.

    • New Other Income Code 57 Amount realized under IRC section 1446(f).

  • Boxes 12b, 12c, 13f, 13g, 15b, 15c, 16d, and 16e.

    • Type of Recipient, Withholding Agent, Payer, or Intermediary Code. Chapter 3 Status Codes.

      • 2022 Code 08 Partnership other than Withholding Foreign Partners or Publicly Traded Partnership. The 2022 Code adds Publicly Traded Partnership.

      • New Code 38, Publicly Traded Partnership.

    • Footnote with respect to Pooled Reporting Codes updated to specify that Codes 27 through 32 should only be used by a QI, QSL, WP, or WT. A QI acting as a QDD may use ONLY Code 27 or 28.

Check out the 2022 Form 1042-S here:


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