Personal Finance & Money Stack Exchange
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Questions tagged [dual-status]

Dual-status alien with regards to taxes.

Dual-status aliens with regards to taxes are aliens who are considered non-residents part of a year, and residents the other part. In most countries this situation requires special reporting and special rules on how to calculate taxes and what income is taxed when.

In the US, dual-status aliens are aliens who arrived to the US for a prolonged/permanent periods of time, during their first year in the US (the year of the arrival). In some cases being dual-status is a choice, in others there's no way around it. This is a common situation for new immigrants, H1b visa holders and L1 visa holders.

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maternity leave - taxable income for U.S. citizen?

I am a dual U.S./Serbian citizen living in Serbia and currently on maternity leave, fully paid by the Serbian government. I cannot find any information on whether I’m supposed to report that as a foreign income when filing my taxes for 2017?
Tijana
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Do I need to file Federal Tax returns under dual status?

I worked in US from January 2015 to October 2015 on a non-immigrant visa. I moved to Canada in November 2015 on a temporary work permit. Do I need to file my tax return as a non-resident alien for the entire year or do I file under dual status? Do…
user40706
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Tax status decision

I left the USA for India on 1/31/2019. I was present in the USA in 2018 but for 15 days, and for the whole of 2017, and in 2016 except for 15 days. Will I be classified as a resident alien, non-resident alien, or dual status? Do I have any choice…
user2371765
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US/Irish Citizen Working for a US company while living in UK--Worth it?

First off, i'm sorry if this has already been asked. I've made the decision to move to London with a friend and I need some guidance. I've been interviewing with a few really good companies in London and things seem to be going well. I recently told…
EAY_2018
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Tax return status for changing from F1-OPT to H1B

I came to US in 2014 on F1 and started F1-OPT in July, 2015. 3 months later, I started my H1B in October and I'm still single. It's pretty complicated and according to my research, I have these two options: Filing as Non-Resident. But by doing so…
hugh
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US tax: Dual-status alien foreign income

Profile (I'm adding some extra details just in case): I was an international student in Australia from 2012-2016. I spent part of 2015-2016 in the US as a visiting scholar (J-1). I returned to Australia in May 2016, graduated in September 2016. I…
Gibson
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Unsure if I am a resident for tax return purposes in USA

I came to USA during August 2015 on F1 visa and got my OPT on May 2017 until September 30th 2017 after which I am currently on H1b visa. Considering the substantial presence test on the IRS website, I do qualify to be a Resident Alien for tax…
Sujith Shivaprakash
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US tax : Dual status alien taxpayer

I worked in US as a software engineer in H1-B until Feb 2016. My earnings in US during 2016 are until Feb 7 2016. I moved permanently from US to India on Feb 7 2016 after quitting my job(I spent 38 days during the 2016 calendar year in the US).…
brisbeck
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Is it possible to be considered a dual status alien even with if you meet substantial presence test?

I moved to the US on January 3rd 2014, and stayed there for most of the year (~273 days). I'm still living in the US. I seem to meet the substantial presence test (right?), but for some reason after calling the IRS, they told me I should file under…
surj
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H1B first time file tax

I am h1b and came on 25th of Sep 2014 with wife and child as H4. I will use the "first year choice" and file when meet the substantial presence requirement. I had income from Greece for all 2014. From Jan-Sep (no US income) do I have to file 1040NR…
mary
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What happens if the deemed acquisition price is lower than the actual acquisition price when establishing Canadian residency?

According to the Canadian Revenue Agency: Deemed Acquisition on Becoming Resident: A taxpayer who becomes a resident of Canada at any particular time in a taxation year is deemed under subsection 48(3) to have acquired at that time each property…
AlanSTACK
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How are RSUs granted in Canada but vested in the USA taxed?

I moved to the USA with a Green Card a couple months ago. My employer awarded me with RSUs a couple years ago, and some have vested after I moved to the USA. I am filing as Dual-Status Alien, so technically I believe I do not have to report my…
Matth S.
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Are 401k and IRA contributions reduced for new, part-year, US residents?

Suppose I move to the US partway through the year and start working. I will file a dual-status tax return. My employer offers a 401k plan and I want to contribute as much as I am permitted. I understand the maximum employee contribution for 2021…
Tyler
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Is IRS dual-status optional?

In 2019 I was a resident US alien for IRS purposes. In September I permanently moved out of the US. Thereafter, I got a job in the foreign country and received foreign salary for the last months of 2019. According to this IRS guidance, it seems I…
foreigner
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Dual Status Tax eligible for Premium Tax Credit?

Me and my wife moved in the middle of year as Green Card Holders to the US. As I understand I am eligible for A PTC for Healthcare. If I file as Dual Status Alien (NR for 8 months and Resident for 4 months ) , which mandatory needs to file , each of…
HappyGuy78
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