epuzzoni
New Member

J1 becames resident on January 1st, 2024, but still under treaty until the visa expiration. Left US after visa expired and had no US income after that. How should I file?

I had a J1 Research Scholar visa from November 1, 2022, to October 31, 2024. On January 1, 2024, I became a resident for tax purposes, but I was still under the U.S.-Italy tax treaty until the expiration of my visa on October 31, 2024. I left the U.S. and had no U.S. income from November 1, 2024, to December 31, 2024. For my 2024 tax return, I filed Form 1040, along with Schedule 1 and Form 8833 to claim the treaty exemption. I was wondering if it’s correct to file these forms for the period from January 1, 2024, to October 31, 2024, or if I need to file as a dual-status resident. I’ve read various posts in this community, and sometimes the first approach is suggested, while other times the latter is recommended. Thank you in advance for your help!