pk
Level 15
Level 15

Get your taxes done using TurboTax

@marudigi , having gone through all the  above, let us make sure that we are all on the same page. As I understand the situation:

(a)For  tax year 2020, you were a Resident for Tax purposes-- you have SSN, H-1B visa and therefore need to  file your return on form 1040, preferably using TubroTax

(b) In  2019  you were under  exempt status    ( when did you enter the country ?  2015 pr ?? ) and filed your return  using form 1040-NR  --- SprinTax  user

(c)  TurboTax for 2020 is asking if you had received  the  Economic Impact  Payments  for 2020 and your answered NO and therefore TurboTax  goes through a reconciliation process  and adds the amounts to your refund --- Yes?   You think you did not qualify for the  EIP and  suspect that TurboTax is in error.  Yes ?

 

Without knowing the  exact facts  and circumstances, it seems to me that TurboTax is correct   ( because the payment is based on your filing tax status in 2020 -- IRS just uses the  data from 2019 as a matter of convenience  )----- but first please answer  my questions - when did you enter this country with F-1,   when was the adjustment to  H-1B made, was there an absence  i.e. the end of F-1 and you wnet home and came back with H-1B or what, Whcih country are you from;  should I assume that your husband  is also a Non-Resident Alien for 2019 or ??