My wife's colleagues have only reported what the Statement of Taxable Earnings says, so we have decided to report nothing for 2024 (per G-4 status and no Statement) and the 4 months wages in the Statement for 2025. Reporting investments does not appear to be necessary for 2024, per the advisory stated above but we will report the 1024-S box 2 income as realized gains for 2025 (because there are also wages earned as a resident) and going forward. We have also decided to forego the note requesting resident status for income tax filing purposes for the 2024 amended filing, per her colleagues' example, and not necessary now, as she is a resident. Thanks.
