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    Michael_03 Posts: 7, Reputation: 1
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    #1

    Feb 8, 2012, 11:33 AM
    Itemizing: Sales Tax for part of the year?
    Hello,

    If I file as Dual Status for the last year of residency, how much Sales tax can I claim on Schedule A for the Itemizing process (Schedule A, Field 5b "General Sales Tax") ?
    Can I claim the entire year, or a percentage that reflects the part that I lived in the US

    Or can't I claim one at all, because my main return will be the 1040NR?

    Example:
    Lived in WA-State.
    Worked in USA January-August 2011.

    According to the Instructions, I use the "Optional Sales Table" from the IRS homepage in the "Sales Tax Deduction Calculator".

    Tax Year 2011; Income Range 70000-80000; Exemptions: 1; "0" in Sales Tax for Specific Items.
    Zip Code: 98023 "FEDERAL WAY, KING, WA"

    State Tax: 6.50%
    Local Tax: 3.00%

    ---------------
    This results in:
    Total General Sales Tax Deduction (rounded to the nearest dollar): $1,190
    This is for the entire year.
    -----------------
    If I include a move to a different (fake, because left the US) zip code on 09/01 (left the US end of August), I get:
    Percentage of year at residence: 66.58%
    State Tax $541.92
    Local Tax $250.12
    Total Tax: $792.04
    ------------------------------

    Is that what I can claim on Schedule A ?
    Michael_03's Avatar
    Michael_03 Posts: 7, Reputation: 1
    New Member
     
    #2

    Feb 9, 2012, 01:52 AM
    Double entered this question by mistake.
    It was nicely already answered here:

    https://www.askmehelpdesk.com/taxes/itemizing-sales-tax-part-year-632593.html#post3023863

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