Dual status tax return preparation?

[Taxitis]

Looking for software to support dual status tax return preparation and F. 8854.  If Proconnect tax online does not support this, any luck with other Intuit products or other tax software to support the tax liability of both resident and nonresident tax returns.

[itonewbie]

D/S returns are not supported.  Prepare the 1040 as statement outside of PTO, plug in the number, and attach it to the 1040NR return.

F.8854 is also not supported.  Prepare that outside of PTO.  Similarly, attach it to the 1040NR return.

[JATB]

Hi There,

Similar case, dual status the client was resident beginning of the year but non resident at year end

There is tax owed during resident period form 1040 (statement) but no income during non-resident period after giving green card (1040 NR - no income pretty much), do we need to show or plug in the tax owed on 1040 to 1040NR?

Thanks in advance,

[sjrcpa]

If there is no income during the nonresident period you may not need the 1040NR at all.

[JATB]

my client is surrendering green card and try to be more conservative to make sure no exit tax that the government know the residency ending 2021.

[puravidapto]

"If there is no income during the nonresident period you may not need the 1040NR at all." I disagree.

You file the tax return using the form according to your status at the end of the year, which is form 1040-NR in this case. The income and deductions during the resident period should be transferred to form 1040-NR.

For this case, you do not file form 1040 per se, you can use it as an attachment but you can create another document as the attachment as long as it has the information needed.