How to file dual status returns
Hi,
I was working in the states in 2007 (from Jan 01 - June 01) on an H1B and moved back to canada after June 01. However, after June 01, I maintained my U.S. brokerage account and actively traded with it -- generating U.S. income as a non-resident. My understanding is that I qualify for the filing as dual status. Here is my question:
1) The instruction from IRS indicates that I should file 1040NR with a stamp indicating "Dual Status" and then supplement it with a 1040 showing only income generated while I was a residient. So should my 1040NR include income generated while I was a resident or should that be excluded?
2) my income generated while I was a residient of the U.S. is less than the Roth requirements, however, if you include my u.s. income generated after June 01, I do not qualify for Roth. Can you advise on whether I can take advantage of Roth IRA in this case?