Hi @Vanessa A , thank you for your response!
I wanted to double check my actions:
- File form 4868 for both me and my spouse, to get an extension to file tax return.
- Wait until we both pass substantial presence test for 2024 to be eligible for the first-year choice.
- File joint resident tax return, including a statement that we:
a) Choose first-year choice (become dual-status aliens for a year)
b) Based on a), choose resident alien status for the whole 2023 year for both me and my spouse based on the rule from the screenshot.
Could you please confirm if this is correct?
Also, is it possible to add this statement when e-filing through TurboTax? Or should we file paper tax return with the statement?
Thank you so much!
