PDA

View Full Version : First year choice-redident or not?


yhwspect
Mar 20, 2007, 04:31 PM
Dear Experts:

My situation is :
F1 from 2004 to 2006
Change to H1b late October 2006
Married, and husband is F1 (less than 5 years)

I am trying to make the first year choice (dual status). My question is: could I (and my husband) file as "married joint resident alien" after filing extension form? Because I found following rules in Pub 519:
"if you are a dual-status alien, you can choose to be treated as a U.S. resident for the entire year if all of the following apply.

.You were a nonresident alien at the beginning of the year.

.You are a resident alien or U.S. citizen at the end of the year.

.You are married to a U.S. citizen or resident alien at the end of the year.

.Your spouse joins you in making the choice."

I'm not sure if I can satisfy No3 above since my husband is F1.

Thank you very much.

AtlantaTaxExpert
Mar 22, 2007, 09:51 AM
Since you are both choosing to be treated as resident aliens for all of 2006, you DO meet the conditions of Item #3.

yhwspect
Mar 22, 2007, 10:11 AM
Thank you very much

AtlantaTaxExpert
Mar 26, 2007, 11:17 PM
Glad to help!