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-   -   F-1 to H-1b Dual Status Alien Taxation (https://www.askmehelpdesk.com/showthread.php?t=467271)

  • Apr 26, 2010, 01:23 PM
    crazee85
    F-1 to H-1b Dual Status Alien Taxation
    Hello,

    I am from India and I converted from F-1 (Aug 2007 - Feb 2010) to H-1b in March 2010. So I believe that I will be filing as a dual-status alien for 2010.

    I was reading the discussion at https://www.askmehelpdesk.com/advice...3C/t-7993.html. It seems that I can indeed claim standard deduction on 1040-NR since as a student from India, I was eligible to claim standard deduction instead of itemized deductions during my non-resident period. Is my interpretation correct?

    Thanks a lot!
  • May 7, 2010, 01:20 PM
    AtlantaTaxExpert
    Your interpretation is correct; because of your student status for part of 2010, you can claim the standard deduction under Article 21(2) of the U.S.-India Tax Treaty.

    Now, if you are married, the better option would be to file jointly and you both CHOOSE to be treated as resident aliens for all of 2010.
  • Sep 29, 2010, 08:56 AM
    crazee85
    Thanks AtlantaTaxExpert.

    I believe that in general, there should be a considerable number of cases of F-1 OPT to H-1B Dual Status Alien tax returns for people from India. Can any sample returns for such cases be found anywhere?

    Thanks!
  • Sep 29, 2010, 09:20 AM
    AtlantaTaxExpert
    If you are MARRIED, you will NOT file dual-status; you will file a JOINT return and both spouses will sign a statement to CHOOSE to be treated as resident aliens for all of the tax year.

    If you are SINGLE but were on H-1B for LESS than 183 days, you will file as a non-resident alien. You CAN wait until a later date in the following calendar year and CHOOSE to file a dual-status return, but, in 99% of the cases, there are NO tax advantages to filing that way.

    ONLY if the H-1B time exceeds 183 days MUST the taxpayer file a dual-status return.

    To answer your question, there are NO real good examples for the dual-status return other than what is in IRS Pub 519, and that example is NOT all that good.

    That is why I STRONGLY recommend that anyone who must file a dual-status return get professional help. It is NOT a return for amateurs.
  • Feb 25, 2011, 10:28 AM
    crazee85
    Thanks AtlantaTaxExpert.

    Can you give me your quote for preparing my F-1 OPT to H-1B Dual Status Alien tax return for 2010?
  • Feb 25, 2011, 12:12 PM
    AtlantaTaxExpert
    Crazee85:

    I do not give fee quotes on this forum, but if you email me at [email protected] and tell me when you switched from F-1 to H-1 in 2010 AND whether you are married, I will give you a fee quote via email.

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