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-   -   First year choice for Stimulus Rebate (https://www.askmehelpdesk.com/showthread.php?t=337885)

  • Apr 4, 2009, 05:16 PM
    nik1234
    First year choice for Stimulus Rebate
    Dear Tax Experts,
    I was on F1 till 1-Oct -2008 then on H1B until 31 dec - 2008.
    Can you please help answer 2 questions regarding my tax filing -
    1. Confirm that I can use first year choice in 2009 by taking extension using 4868(Note -I will be outside US for One month- may 2009)

    2.I want to specifically use this to get stimulus rebate, which I would not otherwise get if I file as NR. With NO rebate as NR I would owe a payment of $68 to Federal. So my question is should I make this payment with 4868 form ?
  • Apr 4, 2009, 06:28 PM
    MukatA

    By filing Form 4868 you will get extension to file your tax return.
    You can file as dual status as first year choice is you are single.
  • Apr 5, 2009, 02:57 PM
    nik1234

    Thanks for response. I am single. When I file 4868 can I make payment calculation as resident?
  • Jun 4, 2009, 08:12 AM
    AtlantaTaxExpert
    Hopefully you filed as a non-resident alien immediately, because filing dual-status offer NO tax advantage, so waiting is not required.
  • Jun 16, 2009, 05:58 PM
    nik1234

    Thank you Atlanta Tax Expert. I have not yet filed my returns. I got married last month when I was outside US. Can I file now as Resident and as Married filing separately. My wife has already filed her returns for 2008.
  • Jun 17, 2009, 10:56 AM
    AtlantaTaxExpert
    Your marital status to file is the status you were in in on 31 December 2008, which, based on the post above, is SINGLE.

    File as a SINGLE non-resident alien, filing Form 1040NR-EZ plus Form 8843 one last time.

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