We have a couple of questions for filing taxes for My mother.
Situation :
My mother arrived in the US on 1st September 2019 on an immigrant visa (her permanent residency petition was approved abroad and she came to US on 1st Sep 2019).
She meets the green card test for 2019 but doesn't meet the substantial presence test (including the days she was in the US on a B2 visa in 2018 (53) and 2017 (181)).
For 2019, I am assuming she is a dual status taxpayer with her residency start date being 1st Sep 2019.
Her overall income earned overseas for the entire year is about $15000 (including rental/interest income from non US connected sources).
For the period from 1st September 2019-Dec 31st 2019 her income was less than $4000.
She is above 65 yrs and based on the fact that she is a dual status taxpayer I am assuming she would need to file a 1040-SR (Sep-Dec 2019) and 1040-NR (Jan-Aug 2019).
Given the following -
- Her entire income for 2019 was derived from non US connected sources (so I am assuming nothing needs to be reported on 1040 NR)
- She is a senior citizen (above 65 yrs) and her income for the residency period in 2019 is only around $4000 (a lot less than the $13,500 annual income limit required for a senior citizen to file)
Question:
1) Do we still need to file a tax return (1040 SR) and also any FBAR/FATCA to disclose any offshore accounts/assets?
2) How can we file dual status taxes in turbo tax?
Note: I am not claiming her as a dependent on my 1040.
