DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Yes, you may file as a resident in 2024 since you do pass the substantial presence test if you decide not to file as exempt. If you decide to file as exempt for the remainder of 2024, you will need to file a 8843 by June 15 to claim the exempt status. If not, then you will file a 1040 as a resident alien.

 

Your tax preparer filed you correctly as a dual-status citizen assuming you filed your 8843 in a timely manner. If not, then you will need to amend your return and file as a US resident. You can continue to file exempt until 2028, when your exemption period ends as long as you file a 8843 for each year until the five-year period ends.

 

About Form 8843, Statement for Exempt Individuals

 

[Edited 02/24/25|11:58 am PST]

 

@oby4naja 

 

 

 

  

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