topic Is it possible to file as a part year resident through turbotax? If so, how? in Get your taxes done using TurboTax

Is it possible to file as a part year resident through turbotax? If so, how?

jb0176 — Tue, 16 Mar 2021 07:35:04 GMT

Re: Is it possible to file as a part year resident through turbotax? If so, how?

mesquitebean — Tue, 16 Mar 2021 07:55:27 GMT

@ jb0176 asked: "Is it possible to file as a part year resident through turbotax? If so, how?"

Are you asking about a part-year state return or the Federal return???

A part-year resident of what??--a state or the country? i.e., are you a USA citizen? Or are you a resident alien for tax purposes, or a non-resident alien?

Re: Is it possible to file as a part year resident through turbotax? If so, how?

jb0176 — Tue, 16 Mar 2021 07:54:39 GMT

@mesquitebean thanks for the reply. Both - I'm not a citizen and I left the country permanently last year. Federal and NY state returns.

Re: Is it possible to file as a part year resident through turbotax? If so, how?

jb0176 — Tue, 16 Mar 2021 07:55:59 GMT

@mesquitebean I pass the substantial presence test so I am a resident alien, but I am now permanently not a resident.

Re: Is it possible to file as a part year resident through turbotax? If so, how?

mesquitebean — Tue, 16 Mar 2021 08:03:49 GMT

Sorry, I'm not a tax person and can't help you with that situation. However, I've asked someone familiar with international filing situations to assist you during the day.

By the way, I just now see you have another thread on an aspect of this. You could ask a follow up question there, if you wish, or keep watching this thread to see if you get help here.

https://ttlc.intuit.com/community/taxes/discussion/if-i-left-the-usa-during-the-tax-year-but-still-pass-the-substantial-presence-test-is-income-earned/01/2085335#M750385

@pk Are you able to please assist this user when you are next in the forum. Thanks!

Re: Is it possible to file as a part year resident through turbotax? If so, how?

pk — Tue, 16 Mar 2021 21:28:55 GMT

@jb0176 , have gone through your interactions with @mesquitebean and I am still unsure of the situation-- so I will list what I get from this ( please correct me or confirm my understanding )

1. you a citizen of another country, came here on a work visa ( or ? , what type ). when did you enter the USA / Was this your only stay in the USA in the last three years ( 2018, 2019 and 2020 )

2. You have lived in the USA long enough to meet the substantial test in 2020 ( exact date would be useful)-- see above questions

3. It seems you have now gone back to your home country ( or another country ) but you had income from the USA during 2020

4. Because of the above you want to file as dual status person -- first part of the year 2020 as a resident and the second part ( which months and did you have any US sourced income in those months ? ).

I will await your answers before answering specifically to your situation.

However, in general "can you use TurboTax to file a dual status return " --- you can kind of . You can prepare the Resident portion of the return using TurboTax, Print, Hand print on page 1 "DUAL STATUS RETURN ", date , sign. Now go to the IRS site , download the 1040-NR, fill it out ( it is a fillable .pdf), print, sign date. Now attach the form 1040 ( Resident return ) and the Non-Resident Return ( form 1040-NR ) and mail in the whole package to the IRS for your area.