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Can I add a reference to the line for wages to show how much was earned during my resident and nonresident period. Thanks.
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Are you asking for yourself or a client you are preparing a return for?
If for yourself..... you are in the wrong place. Try asking in the TurboTax forum.
If you are asking for a client, you need to explain where you feel this "reference" note is required.
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Hi, I am preparing this tax return for a client. He works in the US but lives and is a resident of Canada. He allocated his W-2 income in the US based on days he is in the US and days in Canada. The previous accountant filed a resident return and have notes added on how the income should be allocated between the two countries. To be honest I would have filed a nonresident return which I know has income allocation scheduled. But I want to be consistent with what was filed in 2021. My issue now is where and how do I explain the allocation on the return.
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Thanks for looking into this. If someone else can tell me how to add a statement to pro Series to explain the wages reported, I would appreciate it.
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@Charm wrote:
The previous accountant filed a resident return
I would have filed a nonresident return which I know has income allocation scheduled. But I want to be consistent with what was filed in 2021.
Except for certain elections, filing a 1040 (Resident Alien) versus a 1040NR (Nonresident Alien) isn't a choice - it is a matter of facts. *IF* the prior year was incorrect, don't mimic it by filing another potentially incorrect tax return.
Is he a Resident Alien or a Nonresident Alien? Last year was the taxpayer a Dual Status Alien?
You said he lived in and was a Resident of Canada, so at first glance the prior return may be wrong, but without seeing all of the details, it is difficult to know.
