Ask Experts Questions for FREE Help !
Ask
    ahmed_2005's Avatar
    ahmed_2005 Posts: 2, Reputation: 1
    New Member
     
    #1

    Apr 16, 2006, 08:40 AM
    Dual status + 1 w2 form??
    Hi,
    I was on f1 from August 2001. I started working from January 2004 under OPT.I converted from f1 (OPT) to h1b in January 2005(on January 13th). I am single and from India. Since I pass the substantial presence test for 2005 and also I was on f1 at the starting of the year, I thought I shoudld file a dual status return (1040 and 1040NR). But the problem is I have only one w2 form 2005 which includes both resident (f1 opt) and nonresident (h1b) income. (no separate W2 forms for non resident alien for the 12 days at the starting of the year and resident alien for the rest of the year). I am confused what wages I should show on the 1040NR if I file as a dual status?

    Or

    Should I file as a resident alien (1040) and do not claim the standard deduction of $5000?

    In this case can I claim the personal exemption of $3200?

    Or

    Should I file 1040EZ as resident alien and claim $8200 deduction?

    Thanks for your help

    Ahmed
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #2

    Apr 16, 2006, 01:36 PM
    Ahmed:

    You file as a resident alien, claiming the $5,000 standard deduction and $3,200 personal exemption.

    This is really your only option.
    ahmed_2005's Avatar
    ahmed_2005 Posts: 2, Reputation: 1
    New Member
     
    #3

    Apr 16, 2006, 02:00 PM
    Thanks Atlanta Tax Expert... I really appreciate the tremendous time and effort you put into answering our questions...

    Ahmed
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #4

    Apr 16, 2006, 09:00 PM
    Glad to help!

Not your question? Ask your question View similar questions

 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Dual Status Return & Dual Status Statement [ 3 Answers ]

Hi ATE: Just curious, which amount will be refunded to us if we file 1040 as Dual Status Statement & 1040NR as Dual Status Return? Or the total of both? Best, Jesslyn

Dual status. What to fill in form 1040 NR [ 1 Answers ]

Dear AtlantaTaxExpert, I was on F1 for 2001 and mid 2002 for the duration of my MBA. Left the US by mid 2002. Moved to Europe and worked there for 2003, 2004 and the first three months of 2005. -In April 2005 I quit my job and came to the US on holidays for 45 days. Left the US for a couple of...

Dual Status: F1 to GC [ 1 Answers ]

Good morning, My husband and I got our GC, but we were F1 until June'05. IRS pub 519 says that in our case, there is the 1st year choice : resident for the entire year, or NR for the 1st part and then resident (but then, no standard deductions, only itemized). Because, we had scholarship...

F1 to H1, dual status? [ 3 Answers ]

Hello, Last year, in the first two months, I was working at my school on my OPT in NY, and then I moved to Florida and am working for a consulting company since March. From March 2nd to August 1st I was OPT status. After August 1st, I changed F-1 visa to H1B visa. From what I read from IRS, I am...

Dual Status (F1+H1) [ 14 Answers ]

AtlantaTaxExpert and other experts, Background: Nationality : India Y2004 F1(OPT) : 20 days H1 : 345 days # of days in US during 2004 : 341


View more questions Search