MaryK4
Expert Alumni

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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