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taxbegnt
Mar 30, 2008, 02:21 PM
I have been in the US from 1/1/2007 to 8/1/2007 on a J1 visa receiving income from a US university. On 8/2/2007 I moved back to my home country, Sweden, to start a new job. For the period in the US, I am a resident alien under the substantial presence test.

Which is the right way for me to file my tax return? I guess I have to file as a dual-status alien to avoid having to pay US taxes on my income received in Sweden?

Should I file any other documents than the ones below?

Form 1040NR (since I was a non-resident at the end of the year)
Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition
Form 8840, Closer Connection Exception Statement for Aliens
Statement establishing my residency termination date

/Dan

AtlantaTaxExpert
May 2, 2008, 02:07 PM
You are NOT a resident alien, but rather a non-resident alien. The time under the J-1 visa DOES NOT COUNT for Substantial Presence Test purposes.

Yo need only file Form 1040NR or 1040NR-EZ plus Form 8843.

You never established residency, so the statement is not needed.

Form 8840 is required only if your time in the U.S. on the J-1 visa exceeded two years. Which it did NOT.

IntlTax
May 2, 2008, 07:00 PM
Were you in the U.S. during 2006 or earlier?