Log in

View Full Version : 1040ez or 1040nr


jesslyn8
Mar 19, 2006, 08:13 PM
Hi Atlanta Tax Expert:

Sorry if I 'sent' this twice, because I'm not sure if the previous one has been posted or not. Anyway...

I'm a foreigner and was a non-resident alien in US but currently not living/working in US anymore, but I received W-2 form for my last year income. This is a bit of chronology:

On 2004, when I was a student and filed for the first time, I filed with 1040NR & 8453 by myself.
On 2005, I worked for my OPT since mid of 2004 and this time I filed with 1040EZ, 8453, IT-200 and IT-201-E. I had an accountant to help me with it and he told me to filed with 1040EZ.

I've quit and returned to my country before mid 2005, so basically I was not in US for full time last year.

So my question is which form should I use for this year?
If I can use either one of them which one is more advantageous for me? :)
And for the state/city tax can I filed with the same form which I used last year?

Thanks for your attention. :)

AtlantaTaxExpert
Mar 19, 2006, 10:04 PM
You are a true dual-status alien. You need to file BOTH Form 1040 and 1040NR.

Download IRS Pub 519 and read the chapter about dual-status filing.

jesslyn8
Mar 22, 2006, 04:22 AM
Hi Atlanta Tax Expert:

I have another question. It's regarding the regular vs -EZ forms.
Since I think my case is pretty simple, can I file 1040NR-EZ (with "Dual Status Return" written on the top) & 1040-EZ (with "Dual Status Statement" on it)?

Just curious, so the total of my refund will be the total number on both 1040 & 1040EZ, right?

Thx,
Jesslyn

jesslyn8
Mar 22, 2006, 04:29 AM
Sorry, I think I should rephrase myself a bit about my previous question.

Can I choose to use one type of the forms: regular or -EZ?
Or perhaps in my case I have to use the regular ones, which means 1040 & 1040-NR?

Thx for your assistance.
Jesslyn

AtlantaTaxExpert
Mar 22, 2006, 02:27 PM
Jesslyn:

Assuming you prepare the dual-status return yourself, if the Form 1040EZ and 1040NR-EZ has all the data you need, then, yes, you can use them instead of Form 1040 and 1040NR.

jesslyn8
Mar 23, 2006, 11:05 PM
Thanks for the answers ATE!

Jesslyn8

AtlantaTaxExpert
Mar 23, 2006, 11:11 PM
Glad to help!