A lot of good info on the dual-status situation was presented in this thread, and it appears you (@p.r.s.) are grasping it (and exercising due diligence to do it correctly). I definitely agree that visiting a specialist is a great idea when there are too many gray areas, and as @pk observed, the IRS hasn’t clarified some aspects of this. On the other hand, I think most of our very knowledgeable contributors concurred on the really important details (and if I read correctly, a dual-status 1040NR would be a formality for the month with no U.S. source income). So I think that brings us back to the due diligence thing, and (especially) just being aware of exactly how you’re proceeding, which I believe you are. Welcome to the United States, by the way!
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
