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landai
Mar 12, 2010, 01:40 PM
Hi, I moved into US in Aug.09 with my husband, and we'd like to select "first year choice" to get our refund.

This is our first time to file the tax, so we'd like to e-file with Turbotax's guide. But according to Pub519, IRS require to submit some other documents to explain we select "first year choice" .

Now, it's the question, can I use Turbotax to e-file our tax? And if yes, how to submit the documents which IRS requires?

MukatA
Mar 13, 2010, 06:28 AM
You can file joint return as residents only after you complete substantial presence test in 2010. Attach statement that you are resident for 2010 and you choose to file as Married Filing Jointly as First Year choice. Both of you must sign the statement.
Return can not be efiled. Also you can claim moving expenses. Your U.S. Tax Return: Moving Expenses (http://taxipay.blogspot.com/2008/02/moving-expenses.html)

On joint return you must both report your worldwide income. F you have any foreign income, and on that income you paid taxes in the foreign country, then you can claim foreign tax credit (Form 1116) or you can use Foreign Earned Income Exclusion (Form 2555). Your U.S. Tax Return: U.S. Citizen or Resident with Foreign Income (http://taxipay.blogspot.com/2008/03/us-citizen-or-resident-with-foreign.html)

landai
Mar 15, 2010, 12:43 PM
Thanks MukatA for your clear instruction.

About the moving expenses, as I known, the expenses which I have got reimbursement cannot deduct. My company has reimbursed the moving expenses when we came here. But I check the W-2, the gross pay is much more than the total gross pay which I got monthly. I assumed it added the moving expenses, what I shall do about this case? Thanks

MukatA
Mar 16, 2010, 01:39 AM
If moving expenses were reported as income, claim moving expenses Form 3903. Your U.S. Tax Return: Moving Expenses (http://taxipay.blogspot.com/2008/02/moving-expenses.html)