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Get your taxes done using TurboTax
1) For the 1040, you cannot use the standard deduction. You can itemize certain allowable deductions. You cannot claim a personal exemption deduction.
See How do I change from the standard deduction to itemized (or vice-versa)? and select Itemized deduction even if you do not have any to enter)
2) You can use the 1040-NR as the statement, just write "Dual-Status Statement" across the top.
3) The first-year statement is separate and must include your name and address and specify the following:
- That you are making the first-year choice for the current tax year
- That you were not a U.S. resident in the prior tax year
- That you qualified as a U.S. resident under the substantial presence test in the following year
- The number of days of presence in the U.S. during the current tax year (2020)
- The date or dates of your 31-day period of presence and the period of continuous presence in the U.S. during the current tax year
- The date or dates of absence from the U.S. during the current tax year, if any, that you are treating as days of presence under the first-year choice
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March 17, 2021
3:24 PM