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    Tony_A's Avatar
    Tony_A Posts: 5, Reputation: 1
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    #1

    Apr 9, 2007, 02:32 PM
    Questions about Dual-Status Returns
    Hi,

    I have some questions about a dual-status return - left the US permanently in 2006.

    1. After I became a non-resident I had no income from US sources or associated with the US. Do I report on the 1040NR return the same income from 1040 statement, i.e. my income as a resident, or leave it blank (reflecting the fact that I had no US-related income as a nonresident)? (The example in guide 519 doesn't help me since there the individual has distinct US-related incomes to report.)

    2. When I fill out 1040, can I claim exemptions for my spouse (non-US citizen) and two sons (US citizens)? I understand that for the part of the year I was a resident, I could do that. But form 1040NR doesn't allow me to claim my spouse (I check "other married nonresident alien" on "filing status and exemptions for individuals"). Do I claim the four exemptions (including mine) in 1040NR and only three (excluding my wife) on 1040NR, or the three exemptions in both?

    3. When I fill out 1040 as a "dual-status statement", do I need to enter the information in the "filling status" and "exemptions" boxes, or I just include that information in 1040NR and leave those fields in 1040 blank?

    Thanks in advance for your help!
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
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    #2

    Apr 17, 2007, 11:46 AM
    1) If you had NO U.S.-sourced income during your non-reisdnet alien status, then leave the financial portion of the retun BLANK. Fill in the demographics, however, plus Page #5.

    2) You must file Married Filing Separately. Claim your spouse as a dependent as well as your children.
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