AVISHEKROY
Returning Member

Get your taxes done using TurboTax

Hello DaveF1006, thank you so much for your reply. I understand that as an US resident for 2022 I need to report my worldwide income and I am going to do that. However, I have some queries about my tax filing process and required documents. Kindly help me in this regard. Last time I used Sprintax and that was very smooth and easy.

Let me first disclose my income types and questions:-

i) I got one W-2 form from my employer.

Can I claim my W-2 tax refund under India-US tax treaty Article 22 using Turbotax or I need to file any other form separately?

ii) I got interest from IRS last year for tax refund delay which is less than $100.

I don't have any 1099-INT, should I need to report this income on my tax return? If yes is it required to send any supporting document with my tax return for this?

iii) I got one form 1099-R for early withdrawn of my retirement deposit. 

Should I need to send this form 1099-R along with my tax return?

iv) Some bank interest income and small business profit income from my home country India.

Now my question is that can I use the exchange rate on the tax return filing date for currency exchange and should I need to send any foreign income proof document along with my tax return? 

 

In other case, I would like to know that can I use my non-US residential address for any kind of communication and receive tax refund? Thank you.