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-   -   Less than 180 days in tax period (https://www.askmehelpdesk.com/showthread.php?t=735289)

  • Feb 20, 2013, 07:23 PM
    sidharthbabbar
    Less than 180 days in tax period
    Hi, I moved US in July 2012 on L1 visa which is of three years. I am still in US and will be here till 2015 as per my visa. My question is, for 2012 tax period I spent less than 180 days in country (175 days till 12/31/2012), Will I be filing tax as resident alien or non resident?

    Thanks, Sidharth
  • Feb 20, 2013, 07:36 PM
    AtlantaTaxExpert
    If you are MARRIED, you can file jointly and CHOOSE to be treated as a resident alien.

    Otherwise, file as a non-resident alien, filing Form 1040NR or 1040NR-EZ.
  • Feb 21, 2013, 03:18 PM
    sidharthbabbar
    Quote:

    Originally Posted by AtlantaTaxExpert View Post
    If you are MARRIED, you can file jointly and CHOOSE to be treated as a resident alien.

    Otherwise, file as a non-resident alien, filing Form 1040NR or 1040NR-EZ.

    Yes I am married. If I file jointly, Am I all set or do I need to fill extra form or do any formalities in 2013? Doesn't that 183 days comes into picture if I file it jointly with my wife?

    Thanks again
  • Feb 21, 2013, 06:31 PM
    AtlantaTaxExpert
    If you arrived after 1 July 2012, you will have to wait until sometime in May 2013 before you can file in order to meet the Substantial Presence Test.
  • Feb 21, 2013, 07:27 PM
    sidharthbabbar
    Quote:

    Originally Posted by AtlantaTaxExpert View Post
    If you arrived after 1 July 2012, you will have to wait until sometime in May 2013 before you can file in order to meet the Substantial Presence Test.

    Thank you!

    I arrived on 9 July 2012. Do you mean to say I don't have to file tax till may 2013 but I thing last date is 15th April, 2013 to file the tax.
  • Feb 21, 2013, 11:49 PM
    AtlantaTaxExpert
    You file Form 4868 to get an extension to 15 October 2013. Approval is automatic.
  • Feb 22, 2013, 07:20 AM
    sidharthbabbar
    Quote:

    Originally Posted by AtlantaTaxExpert View Post
    You file Form 4868 to get an extension to 15 October 2013. Approval is automatic.

    In case I choose to file it now as married and file jointly instead of waiting till may 2013, Am I not eligible as resident?
  • Feb 22, 2013, 09:12 AM
    AtlantaTaxExpert
    You ARE eligible to file as a resident, but not until you have met the Substantial Presence Test (SPT). You can only claim one-third of the 2012 days for SPT, so you must wait until 28 May 2013 before you can file.

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