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-   -   Opt-pr 1040nr or 1040? (https://www.askmehelpdesk.com/showthread.php?t=458027)

  • Mar 15, 2010, 08:05 PM
    airstar
    OPT-PR 1040NR or 1040?
    I have a question regarding if I should report 1040NR or 1040 or both in 2009.

    1. 2008 report as NR (status OPT)
    2. ~1/23/09 OPT
    3. 1/24/09-6/20/09 180 days Adjustment of status
    4. 7/1/09-12/14/09 ETD card for I485 (start to pay social security tax)
    5. PR 12/15/09

    Can I report whole year as resident? Or half NR, half resident?

    Please kindly advise.

    Thanks,
    Rita
  • Mar 15, 2010, 08:15 PM
    MukatA

    Let us know various visas held by you and dates of entering and deaparting from the U.S. in last 5 years.
  • Mar 15, 2010, 08:35 PM
    airstar

    Hi MukatA:

    1. F1: May 2006-Jan 2008
    -05/19/06 enter USA-12/13/06 depart from the US
    -01/02/07 enter USA-03/18/07 depart from the US
    -05/17/07 enter USA-12/13/07 depart from the US
    -12/31/07 enter USA-12/31/09
    2. OPT: Jan 2008-1/23/09
    3. Adjustment of status:1/24/09-6/20/09
    4. ETD card for I485: 7/1/09-12/14/09 (start to pay social security tax)
    5. PR: 12/15/09

    Since I was applying for PR, the waiting period doesn't really have a visa. My lawyer said my status in between is adjustment of status, but I started to pay SS tax from 07/01/09. So does the fact I paid SS tax or not affect filing status?

    Do I consider as meeting the qualification of Green card test? "if you were a lawful permanent resident of the United States at any time during 2009(start from 12/15/10) and you took no steps to be treated as a resident of a foreign country under an income tax treaty." If yes, then can I file I1040 for whole 2009?


    Thanks,
    Rita
  • Apr 30, 2010, 01:08 PM
    AtlantaTaxExpert
    If you actually GOT your green card on 15 December 2009, then you can, in my opinion, file as a resident for all of 2009.

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