Learn how to create a 1042 form and submit it to the IRS.

1. Go to the Withholding Forms page, then click Create 1042 form.
2. Next to Payer information, click Add.
   • If the payer is already in the system, search for the payer by name or ID, then select it from the search results.
     Tip:

     • To search by ID (TIN), enter nine digits with no dashes, for example, 123456789. To search by name, enter at least three characters.

     • If you added the incorrect payer, click Change to add a different one.

   • If the payer is not in the system, click New payer, then fill out the required fields and click Save.
   Note:

   A payer can only be added to one 1042 form.

3. Enter the required information in the 1042 form fields.
   Monthly totals will auto-calculate.
4. Optional: If you need to include a Schedule Q form with your 1042 information, follow these steps:
   1. Select the checkbox in Section 4, then click Attach Schedule Q.
      
   2. Scroll down to enter the required fields marked with an asterisk (*) and form amounts.
5. Optional: If you are reporting values on line 61, read about how to attach 1042-S forms.
6. Click Save.
7. Optional: To save a PDF of the form, click the More options icon, then click Generate PDF. In the e-signature pop-up, enter your full name and title, then click Generate.
8. Click Certify and submit.
9. Enter a PIN. Then enter your title, full name, and Social Security Number (SSN).

   • The PIN can be any five numbers except for all zeros.

   • The SSN is optional.

10. Click Submit.