19 June 2022 5:05

US tax: Dual-status alien foreign income

You are a dual-status alien when you have been both a U.S. resident alien and a nonresident alien in the same tax year. Dual status does not refer to your citizenship, only to your resident status for tax purposes in the United States.

Does TurboTax support dual status?

You can file as single, married filing jointly, married filing separately, or qualified widow or widower. You can’t choose head of household. You can only file jointly if you’re married to a U.S. citizen or a resident alien.

What is dual status tax return?

A dual status individual is one who changes their tax status during the current year: from a nonresident to a resident, or. from a resident to a nonresident.

Can you efile a dual status return?

A dual-status return cannot be e-filed. If you are instead a resident alien at the beginning of the year and a nonresident alien at the end, you will use Form 1040NR as your return and Form 1040 as the statement.

How should I file my taxes as a dual status alien?

You must file Form 1040-NR, U.S. Nonresident Alien Income Tax Return if you are a dual-status taxpayer who gives up residence in the United States during the year and who is not a U.S. resident on the last day of the tax year. Write “Dual-Status Return” across the top of the return.