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-   -   1040ez or 1040nr (https://www.askmehelpdesk.com/showthread.php?t=23059)

  • Mar 19, 2006, 08:13 PM
    jesslyn8
    1040EZ or 1040NR
    Hi Atlanta Tax Expert:

    Sorry if I 'sent' this twice, because I'm not sure if the previous one has been posted or not. Anyway...

    I'm a foreigner and was a non-resident alien in US but currently not living/working in US anymore, but I received W-2 form for my last year income. This is a bit of chronology:

    On 2004, when I was a student and filed for the first time, I filed with 1040NR & 8453 by myself.
    On 2005, I worked for my OPT since mid of 2004 and this time I filed with 1040EZ, 8453, IT-200 and IT-201-E. I had an accountant to help me with it and he told me to filed with 1040EZ.

    I've quit and returned to my country before mid 2005, so basically I was not in US for full time last year.

    So my question is which form should I use for this year?
    If I can use either one of them which one is more advantageous for me? :)
    And for the state/city tax can I filed with the same form which I used last year?

    Thanks for your attention. :)
  • Mar 19, 2006, 10:04 PM
    AtlantaTaxExpert
    You are a true dual-status alien. You need to file BOTH Form 1040 and 1040NR.

    Download IRS Pub 519 and read the chapter about dual-status filing.
  • Mar 22, 2006, 04:22 AM
    jesslyn8
    Hi Atlanta Tax Expert:

    I have another question. It's regarding the regular vs -EZ forms.
    Since I think my case is pretty simple, can I file 1040NR-EZ (with "Dual Status Return" written on the top) & 1040-EZ (with "Dual Status Statement" on it)?

    Just curious, so the total of my refund will be the total number on both 1040 & 1040EZ, right?

    Thx,
    Jesslyn
  • Mar 22, 2006, 04:29 AM
    jesslyn8
    Sorry, I think I should rephrase myself a bit about my previous question.

    Can I choose to use one type of the forms: regular or -EZ?
    Or perhaps in my case I have to use the regular ones, which means 1040 & 1040-NR?

    Thx for your assistance.
    Jesslyn
  • Mar 22, 2006, 02:27 PM
    AtlantaTaxExpert
    Jesslyn:

    Assuming you prepare the dual-status return yourself, if the Form 1040EZ and 1040NR-EZ has all the data you need, then, yes, you can use them instead of Form 1040 and 1040NR.
  • Mar 23, 2006, 11:05 PM
    jesslyn8
    Thanks for the answers ATE!

    Jesslyn8
  • Mar 23, 2006, 11:11 PM
    AtlantaTaxExpert
    Glad to help!

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