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-   -   Dual Staus (https://www.askmehelpdesk.com/showthread.php?t=847935)

  • Jan 21, 2021, 08:50 AM
    Trishala Raj
    Dual Staus
    Hello,

    I have a question on how to file dual status return.

    We were in US for 5 years on H1b visa. Left USA permanently in June 2019. I filed a dual status return MFS. From Jan to June, I did 1040 reporting world wide income with dual status return mentioned on top of 1040. From June to dec I did not have any US sourced income to report. Should I also file a 1040 NR for the remaining part even if there is no income to report.

    Do let me know.
  • Jan 21, 2021, 08:56 AM
    AtlantaTaxExpert
    Yes, a Form 1040NR would normally submitted as a Dual-Status Statement.

    However, what you filed was a EXPATRIATE dual-status return, which means the Form 1040NR is the Dual-Status return and the Form 1040 is the Dual-Status Statement.

    Your error is common, which is I constantly state that amateurs should NOT attempt to file a dual-status return.

    In fact, most tax professionals should NOT file a dual-status return, as they are very tricky.

    If you want to fix this and you want my help, please email me at [email protected].
  • Jan 21, 2021, 09:14 AM
    Trishala Raj
    Thank you so much.Appreciate your response
  • Jan 21, 2021, 10:00 AM
    AtlantaTaxExpert
    Glad to help!

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