My wife and I arrived in the USA in September 2021 and became Permanent Residents with immediate effect. We earned no USA income for the rest of 2021 and was told there was no need to file a 2021 return. (it would have been a zero return) However, when preparing my 2022 return, I found out we should have completed a 2021 return because we are permanent residents and because of our foreign financial accounts and assets. I therefore am preparing to file the late 2021 return and to include documentation for the foreign accounts and assets. Questions :
1. I understand we cannot use Turbo Tax to file the 2021 return. Is this correct?
2. As we were in the USA for only a portion of the 2021 tax year, I understand that we declare only the information relevant from the time we became permanent residents. Is this correct?
3. There is no place on the forms to indicate the shortened period for 2021 tax year. Do I include a cover note to explain this?
4. There is talk in the guidelines of non resident aliens. I don't believe that is relevant for the time prior to our arrival in the USA. Is this correct?
