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    mdc's Avatar
    mdc Posts: 3, Reputation: 1
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    #1

    Mar 9, 2007, 02:42 PM
    Dual-Status Tax Preparation
    Hello,

    I arrived in US on October 24, 2004 on a J-1 visa as a visiting researcher. It is a treaty between my country and US and because of this I was tax exempt for 2 years.
    Starting with January 1, 2006 I've started paying Social Security and Medicare (~7.65% of my salary).
    Starting with October 24, 2006 I've start paying even Federal and State taxes.

    I received the W-2 form from my university employer and it shows all incomes that I got in 2006.

    Now I have to complete my tax forms. I went on H&R Block and a guy spent more that an hours with me but he was not able to figure out what forms I have to send to IRS.

    Reading other topics on this site I figure out that I am a dual-status resident for tax purpose and I have to complete both 1040NR and 1040. This is very clear to me.

    What I am confused now about is what amount of money should I put on 1040/1040NR forms?
    Should I ask for two W-2 forms, one for the non-residency period (January 1 to October 24) and one for the last 2 months of the year (October 24 to December 31)?

    Thanks a lot for your answers.
    taxsearcher's Avatar
    taxsearcher Posts: 222, Reputation: 8
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    #2

    Mar 9, 2007, 03:40 PM
    No -- this is not correct. I will PM you with some information. To be totally accurate, I'd also need to know your country etc.
    mdc's Avatar
    mdc Posts: 3, Reputation: 1
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    #3

    Mar 9, 2007, 03:43 PM
    I'm from Romania.

    I just called IRS and the lady who answered my call was not able to tell me what to do. She took my contact information and someone else will call me next week.

    Thanks so much for helping me.
    mdc's Avatar
    mdc Posts: 3, Reputation: 1
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    #4

    Mar 10, 2007, 09:32 PM
    Is 1040 covering both federal and state taxes? If I send 1040 and 1040NR to IRS should I send something else for state taxes?
    taxsearcher's Avatar
    taxsearcher Posts: 222, Reputation: 8
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    #5

    Mar 11, 2007, 10:37 AM
    Two things -- yes, state taxes are something different and if you live in a state with an income tax you will file a state tax return.

    Regarding the 1040 and the 1040NR, as per my PM correspondence, you are not dual status. You will need to submit the treaty relevant form but not a full 1040NR.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
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    #6

    Mar 11, 2007, 10:31 PM
    TaxSearcher has this in hand.
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