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How to check the box for "If treat nonresident or dual-status alien spouse as a US resident" in Lacerte

by Intuit•6• Updated 1 month ago

On the 2024 Form 1040, a new checkbox was added to the Filing Status section of the form. The new checkbox states:

  • If treating a nonresident alien or dual-status alien spouse as a U.S. resident for the entire tax year, check the box and enter their name (see instructions and attach statement if required)

A checkbox has been added to the Miscellaneous screen that will mark this checkbox and populate the spouse's name:

  1. Open the client to the Detail tab.
  2. Select Screen 46, Elections.
  3. Go to the Misc. Elections section.
  4. Scroll down until you see the checkboxes and select the applicable one:
    • Treat taxpayer nonresident alien as U.S. resident [6013(g)]
    • Treat spouse nonresident alien as U.S. resident [6013(g)]
  5. Then, to continue with the filing status of being treated as a nonresident alien or dual-status alien spouse on Form 1040, use the following boxes on Screen 3, Miscellaneous. To continue the election, a 1 must be entered for the next year:
    • Treat taxpayer nonresident alien as U.S. resident [6013(g)]
    • Treat spouse nonresident alien as U.S. resident [6013(g)]
Lacerte Tax