amoxx123
New Member

Do I Need to File as a Nonresident or Dual-Status for 2024?

 

Hi, I need help determining my correct filing status for 2024. Here’s my situation:

I was on an H4 visa from 2015 to December 18, 2022.

I switched to an F1 visa on December 18, 2022, and remained on F1 for all of 2023.

I switched to an H1B visa on October 15, 2024, and have been working full-time since January 2024.

I was outside the U.S. from 11/22/24 to 11/24/24 and 11/27/24 to 12/24/24.

I have two W-2s:

One from when I was on F1 (where no Social Security/Medicare taxes were withheld).

One from when I was on H1B (with Social Security/Medicare taxes

 

Question:

Should I file as a dual-status alien for 2024 (1040-NR for Jan 1–Oct 14 and 1040 for Oct 15–Dec 31)?

Or should I file as a nonresident alien for the whole year?

If dual-status is correct, do I need to include a statement explaining my residency transition?

 

Would appreciate any guidance! Thanks.