Questions tagged [dual-status]
Dual-status alien with regards to taxes.
24
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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 ...
4
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2
answers
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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 ...
4
votes
0
answers
161
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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-...
3
votes
1
answer
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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 ...
3
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0
answers
176
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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 ...
2
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2
answers
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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 ...
2
votes
2
answers
4k
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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.
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2
votes
1
answer
70
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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 ...
2
votes
1
answer
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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 ...
2
votes
1
answer
409
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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, ...
2
votes
1
answer
251
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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 ...
2
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0
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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(...
2
votes
0
answers
146
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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 ...
2
votes
1
answer
460
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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 ...
1
vote
1
answer
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Is it foreign income when you sell cryptocurrency and realise a capital gain in the UK?
Crypto networks are not run by any specific government or group of individuals, compared to other securities like US shares.
So what is the geographical status-quo of cryptocurrency for UK tax ...
1
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2
answers
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As an H1B visa holder, can I claim my H4 children as dependents on 1040NR or 1040?
I live in the United States (Florida) since September 2019.
I'm married and have four children.
I'm on H1B, my wife and kids are on H4. I have an SSN, they don't. My wife does not have any US income....
1
vote
1
answer
74
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Dual status US federal taxes
I have been working and living in the US from January 14th until October 19th on an L1 visum. Before this I lived in France and for the rest of 2018 (and later) I will be a working and living in ...
1
vote
0
answers
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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 ...
1
vote
0
answers
68
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Should a UK-US dual national open a S&S lifetime ISA?
Context
I am 24, live in the UK and just starting to think about long-term savings. I've heard that the UK lifetime ISA is one of the more effective ways to save for a first house/retirement. Since ...
0
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1
answer
150
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Dual status tax filing and residency starting day
In example 1 on the IRS website about alien residency examples the IRS arrives at the conclusion that Wei Wu's residency starting day is 01-01-2016 (he passed the substantial presence test on 07-01-...
0
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1
answer
838
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F-1 to H-1B Tax Filing Status - 5 Calendar Years?
I came to the US to study on an F-1 visa in August 2014 and graduated in May 2018. Since then, I have been working on an F-1 OPT visa. In 2019, I applied and received my H1B visa - specifically, my I-...
0
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1
answer
407
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Would I be a resident alien or dual-status alien for tax purposes in 2017?
Background: I came to the US in Aug 2013, to pursue my Master's degree. After graduating in Dec 2014, I worked for a company in Michigan from Feb 2015 to July 2017. Starting from Aug 2017, I have come ...
0
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2
answers
6k
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Determining resident status for an H1B filling W-4 form
I arrived to US a month ago, on May 1st, because of a new work. I have been told by the company to fill W-4 form in. But, it seems that W-4 form must be filled in differently depending on my current ...
0
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0
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Dual Status return after abandoning US LPR status
I'm trying to figure out the simplest way to file my last dual status US income tax return. I'm a Finnish citizen and my US status was as follows:
H-1B: October 2015 - May 2017
LPR: May 2017 - May ...