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:
- Open the client to the Detail tab.
- Select Screen 46, Elections.
- Go to the Misc. Elections section.
- 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)]
- 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)]
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