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-   -   Dual status alien, last year of residency (https://www.askmehelpdesk.com/showthread.php?t=200371)

  • Mar 30, 2008, 02:21 PM
    taxbegnt
    Dual status alien, last year of residency
    I have been in the US from 1/1/2007 to 8/1/2007 on a J1 visa receiving income from a US university. On 8/2/2007 I moved back to my home country, Sweden, to start a new job. For the period in the US, I am a resident alien under the substantial presence test.

    Which is the right way for me to file my tax return? I guess I have to file as a dual-status alien to avoid having to pay US taxes on my income received in Sweden?

    Should I file any other documents than the ones below?

    Form 1040NR (since I was a non-resident at the end of the year)
    Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition
    Form 8840, Closer Connection Exception Statement for Aliens
    Statement establishing my residency termination date

    /Dan
  • May 2, 2008, 02:07 PM
    AtlantaTaxExpert
    You are NOT a resident alien, but rather a non-resident alien. The time under the J-1 visa DOES NOT COUNT for Substantial Presence Test purposes.

    Yo need only file Form 1040NR or 1040NR-EZ plus Form 8843.

    You never established residency, so the statement is not needed.

    Form 8840 is required only if your time in the U.S. on the J-1 visa exceeded two years. Which it did NOT.
  • May 2, 2008, 07:00 PM
    IntlTax
    Were you in the U.S. during 2006 or earlier?

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