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Get your taxes done using TurboTax
Yes, you can file a dual status return (part year resident and part year nonresident). You also could file a full year resident return and claim your worldwide income and use foreign tax credit to help offset double taxation on your Canadian income.
If you file a dual status return, you will need to file married filing separately and cannot take the standard deduction for either the 1040 resident return or the 1040NR.
In order to prepare
a dual status return in TurboTax, you will need to print a copy of the
nonresident return (Form 1040NR from the IRS website) for your tax on US income
after February.There will most likely be no US source income to enter for that
time. So your income on this form will probably be zero unless you
received US income after moving out of the US.. Write on the top of the 1st
page of the 1040NR, Dual Return. You will
need to write in your name and address and input zero as your US source income
(if that is the case). Enter that you are married filing separately.
https://www.irs.gov/pub/irs-pdf/f1040nr.pdf
Then for the resident part of the return you prepare in TurboTax, you are not allowed to use the standard deduction, only itemized deductions if you are filing a dual status return. Also, you can either file single (if you are single) or married filing separately.
You must suppress the standard deduction. Instructions for this are below.
When your resident part of the return is finished in TurboTax, print the return and write on top of the return, Dual Statement.
Put the 1040NR on top of 1040 resident return and staple and mail to the IRS. You must sign the 1040NR before mailing. You do not need to sign the 1040 statement.
You will need to staple your 1040NR and 1040 together and mail to the following address:
If you are not enclosing a payment then use this address...
Department of the Treasury
Internal Revenue Service
Austin, TX 73301-0215
USA
If you are enclosing a payment then use this address...
Internal Revenue Service
P. O. Box 1303
Charlotte, NC 28201-1303
USA
Please see more help on dual status returns see page 7 of Pub 519.
You must choose itemized deductions. Please follow the below instructions to switch to itemized deductions.
TurboTax
Online instructions for changing to itemized deductions.
First, sign in and make sure your return is open. You should see 2018 TAXES in your left-hand menu as pictured below (if not, tap or click the upper-left corner to expand the menu or select Take me to my return).
Once your return is open:
- From the left-hand menu, select Federal (on mobile devices, you might need to scroll down)
- Now select Deductions & Credits near the top of your screen.
- When you get to Now it's time for the fun part... Your tax breaks, scroll all the way to the bottom and select Wrap up tax breaks (if you don't see this button, select Skip to see all tax breaks, then scroll down again).
- Continue through the interview until you see The Standard [or Itemized] Deduction is Right for You, pictured below.
- On that screen, check the box Change my deduction to see the dollar amount for each deduction.
- Select Continue if you want to save any changes. If you're switching to the itemized deduction, you may be prompted to upgrade.