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  #11 (permalink)  
Old 04-10-2015, 04:02 AM
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Originally Posted by WhatTax View Post

The dual status return has to be sent by post & can't be e filed.
What documents needs to be sent in case of paper filing.
I can think of W2 only. Do I have to send anything for my foreign earned income & interest.

If you mailed a tax return without attaching your W-2s the IRS will either return it to you.or send you a letter advising you that you didn't enclose your W-2 and instruct you where to mail them. This will obviously delay the processing of your return and the payment of any refund for several weeks. The form you need to file with your federal tax forms will be marked: Copy B, To Be Filed With Employee's FEDERAL Tax Return. If you fail to submit the proper W-2 copy with your federal tax forms, you may be subject to penalties for improper filing.
you will send the federal copy of your w2 with your federal return and the state copy with your state return which should leave you with 2 copies for your records.
your foreing earned income/interest that you earned while you were a non-resident doesn't need to be reported on your 1040nr; you need to report only US source incoem that you earned while you were a nonresident



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Old 04-10-2015, 04:06 AM
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Originally Posted by WhatTax View Post
The dual status return has to be sent by post & can't be e filed.
What documents needs to be sent in case of paper filing.
I can think of W2 only. Do I have to send anything for my foreign earned income & interest.
anyway, did you efile 1040 with the irs?



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Old 04-10-2015, 11:52 AM
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No, I consulted two tax preparers for filing my return as I found it complex to do it myself. They are saying that as I pass the substantial presence test (more than 183 days in 2014) I just need to file 1040 as resident.
It seems no one I know of has filed a dual status return. Is there something I'm missing here?



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Old 04-10-2015, 11:55 AM
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Also, there's nothing to report on 1040nr in my case, so it's a blank return.
However, I earned income & interest while I was a US resident, which I need to put in 1040.



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Old 04-11-2015, 12:13 AM
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Can I file resident return in my case?



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Old 04-11-2015, 01:01 AM
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Originally Posted by WhatTax View Post
Can I file resident return in my case?
you can file your return as a us resident next year 2015 return since you need to file your return as a dual status alien for 2014.You are technically a non-resident alien for 2014. If you file as dual status alien your return is not easy, and it is not supported by software.However, since this situation would make you a resident alien at the end of the year, in my opinion, you may choose to be treated as resident alien for the year.

i recommend you ; before filing as a resident form 1040, you need to contact the irs international tax representative for more info in detail. most of tax preparers are not very familiar with intl taxation/returns.



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Old 04-11-2015, 01:02 AM
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Originally Posted by Wnhough View Post
you can file your return as a us resident next year 2015 return since you need to file your return as a dual status alien for 2014.You are technically a non-resident alien for 2014. If you file as dual status alien your return is not easy, and it is not supported by software.However, since this situation would make you a resident alien at the end of the year, in my opinion, you may choose to be treated as resident alien for the year.

i recommend you ; before filing as a resident form 1040, you need to contact the irs international tax representative for more info in detail. most of tax preparers are not very familiar with intl taxation/returns.
i mean please contact the IRS FOR SURE OK??



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