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    boxcar9's Avatar
    boxcar9 Posts: 1, Reputation: 1
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    #1

    Feb 25, 2008, 08:56 PM
    Moved to US from Canada: Dual Status questions
    I moved to the US on July 10, 2007 to begin working under a TN visa. I can meet the substantial presence test if I include previous vacations (all fall under the 10 day exclusion rule).

    Before July I was living in Canada and working for a Canadian company.

    In September I bought a primary residence in the US.

    Can anyone tell me if any of the following are incorrect:
    1. I do not need to report my pre-July (Canadian) income to the IRS.
    2. I can claim the same itemized deductions that a US citizen can (US mortgage interest, property taxes, sales tax). I do not need to pro-rate these deductions.
    3. I only need to report my income since July 10, 2007 (the day I moved to the US) to the IRS.
    4. I can claim the full $3400 exemption (I'm single).

    Thank you for your help!
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Mar 27, 2008, 11:41 AM
    1) You will file as a dual-status alien, in which case you do NOT claim the Candian income.

    2) Yes. You can claimthe itemized deductions.

    3) Correct.

    4) Yes.
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