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Michael_03
Feb 8, 2012, 11:33 AM
Hello,

If I file as Dual Status for the last year of residency, how much Sales tax can I claim on Schedule A for the Itemizing process (Schedule A, Field 5b "General Sales Tax") ?
Can I claim the entire year, or a percentage that reflects the part that I lived in the US

Or can't I claim one at all, because my main return will be the 1040NR?

Example:
Lived in WA-State.
Worked in USA January-August 2011.

According to the Instructions, I use the "Optional Sales Table" from the IRS homepage in the "Sales Tax Deduction Calculator".

Tax Year 2011; Income Range 70000-80000; Exemptions: 1; "0" in Sales Tax for Specific Items.
Zip Code: 98023 "FEDERAL WAY, KING, WA"

State Tax: 6.50%
Local Tax: 3.00%

---------------
This results in:
Total General Sales Tax Deduction (rounded to the nearest dollar): $1,190
This is for the entire year.
-----------------
If I include a move to a different (fake, because left the US) zip code on 09/01 (left the US end of August), I get:
Percentage of year at residence: 66.58%
State Tax $541.92
Local Tax $250.12
Total Tax: $792.04
------------------------------

Is that what I can claim on Schedule A ?

Michael_03
Feb 9, 2012, 01:52 AM
Double entered this question by mistake.
It was nicely already answered here:

https://www.askmehelpdesk.com/taxes/itemizing-sales-tax-part-year-632593.html#post3023863