topic F1 to H1B Tax Return in Deductions & credits

F1 to H1B Tax Return

ssd_20072 — Thu, 06 Jun 2019 06:34:30 GMT

Hello,

I entered the US in August 2014 on a F1 visa. I got a full time job after graduation and was on OPT starting Feb 2017. My H1B got approved in 2018 and I've been on H1B since Oct 2018. Up until now, I've been filing using 1040NR-EZ and 8843. How do I file taxes for this year? Please advise

Thanks!

For the tax year of 2018, you might be likely to file as...

LinaJ2018 — Thu, 06 Jun 2019 06:34:32 GMT

For the tax year of 2018, you might be likely to file as a nonresident on Form 1040NR.

Here is why:

As a F-1 visa holder, you are exempt (not counting days) for five years from the first year you enter the US. In your situation, you are considered as a nonresident for 2014-2018. As you change your status to an H-1B visa in October 2018, which is not exempt, IRS allows you to start counting days from October 2018. Technically, you are considered as a non-resident from January 1st - October 2018 while you are still on the F-visa. From October-December 2018 when you are on the H-visa, and since you do not stay more than 183 days from October until the end of the year, you are considered as a nonresident alien for the whole year.

You have another option. If you anticipate you will be staying in the US for at least 183 days in the year of 2019 or meet the Substantial Presence Test SPT, you can make an election to treat yourself as a resident from October 2018, to file as a dual-alien alien. Please see FirstYearChoice- Residency Starting Date under the First-Year Choice. If you meet the requirements, for the year of 2018, you will be filing as a nonresident for the first 10 months and a resident for the rest of the year.

Hope it helps!

Thanks a lot for your answer! So I think I'm gonna file...

ssd_20072 — Thu, 06 Jun 2019 06:34:33 GMT

Thanks a lot for your answer!

So I think I'm gonna file the 1040NR this year. However, in 2020 I will have passed the SPT so, I'll be able to file form 1040 online using turbotax at that time. Is that correct?

Thanks!

That's correct.

LinaJ2018 — Thu, 06 Jun 2019 06:34:35 GMT

That's correct.

Hey I'm currently in the same situtation and wondering if...

antoine-mica — Thu, 06 Jun 2019 06:34:36 GMT

Hey I'm currently in the same situtation and wondering if its okay to just file a 1040 instead of dual status or 1040NR.

Thanks

I am exactly in the Same situation. I was advised by a la...

vannavadaprashan — Thu, 06 Jun 2019 06:34:39 GMT

I am exactly in the Same situation. I was advised by a lawyer to file as resident. He did not mention anything about sPT. He just advised to file as resident. Also I was suggested to file FICA and article 21(2). any insight on what these are and should i apply ?

Thanks

Mine is a very similar case: Came to US in 2015 December...

Gujjuje — Thu, 06 Jun 2019 06:34:41 GMT

Mine is a very similar case:
Came to US in 2015 December with F1, got H1B in 2018 October, Married(Out of USA) in 2018 December (Spouse isn't in USA at that time, she entered USA in February 2019). Now Should I file 1040 NR for only me? Or file jointly 1040 with ITIN application form (W-7) for my spouse? I have already done my tax returns in Turbo Tax with 1040 and got a certified document for tax consultant approved by IRS. I am ready to post. What should I do now? Please help.

If file dual status return, standard deduction still cann...

annafiletax2018 — Thu, 06 Jun 2019 06:34:42 GMT

If file dual status return, standard deduction still cannot be claimed :(

Re: For the tax year of 2018, you might be likely to file as...

prana — Tue, 10 Mar 2020 00:55:05 GMT

Hi! I came to the USA in July 2014 and was on an F1 visa until May 15, 2019, and been on cap-exempt H1B since May 16, 2019. Since I was on H1B for more than 183 days in 2019, can I consider myself as a Resident Alien for the year and use the standard deduction. Please let me know. any help appreciated.

Re: Thanks a lot for your answer! So I think I'm gonna file...

LinaJ2020 — Tue, 10 Mar 2020 15:36:16 GMT

Yes, you can. You are considered a resident in 2019 and can use the standard deduction if you don't have enough to itemize.

You are considered as a nonresident for five years from the year you first entered the US ( 2014-2018) Starting from January 1, 2019, if you have stayed more than 183 days, you are a US resident for tax purposes.

@prana

Re: Thanks a lot for your answer! So I think I'm gonna file...

utsavmat — Tue, 17 Mar 2020 20:55:20 GMT

Hi,

I am in a similar boat, but a year later. I came in 2014 Aug as well. I was cap-exempt from May 2019, but I got my H1-B in Oct 2019. Can I use turbo tax for 2019 tax returns? Do I have to file NR for the year 2019?

Thanks,

Utsav

Re: Thanks a lot for your answer! So I think I'm gonna file...

KarenJ2 — Wed, 18 Mar 2020 13:10:42 GMT

You need to file a resident return and can file using TurboTax.

I assume you were an F1 visa holder until the end of 2018 (exempt 5 years or part years). Starting January 1, 2019 you had to start counting you US days of presence for the Substantial Presence Test. If you were in the US more than 183 days in 2019, you need to file a US resident return.

Re: Thanks a lot for your answer! So I think I'm gonna file...

rishi52 — Tue, 24 Mar 2020 23:20:54 GMT

I entered US in Aug of 2015 on F1 Visa and received my H1B Approval in December 2019 in Consular Processing. I had to go to India to get the new H1B visa stamp and enter US again Jan 2020. I am married and my wife is on F2 visa here in the US since August 2019. Can i file 1040 or should i file 1040NR?

Re: Thanks a lot for your answer! So I think I'm gonna file...

KarenJ2 — Wed, 25 Mar 2020 15:29:03 GMT

You will need to file a nonresident return. You cannot make an election to file as married filing jointly as you were not a part year resident in 2019.

Re: Thanks a lot for your answer! So I think I'm gonna file...

gochiararia — Fri, 27 Mar 2020 14:13:12 GMT

Here is my situation, am I dual status or resident?

Resident status:

H1B approval notice valid from 12/23/2018 to 9/20/2021

2019 visa status
1/1 to 5/9 in the US, living in Benton Harbor, Michigan - under J1 stamp
5/9 to 5/30 in Brazil - got the H1B stamp (issued on 5/15/2019)
5/30 to 12/31 in the US, living in South Bend, Indiana (St Joseph County, IN) - under H1B stamp

Re: Thanks a lot for your answer! So I think I'm gonna file...

KarenJ2 — Sun, 29 Mar 2020 16:14:01 GMT

If you were on a J1 student visa and were in the US less than 5 years or part years in 2019 or a J1 scholar visa for less than 2 years or part years in 2019, then you will need to file a dual status return.

If you were in the US for more than 5 years or part years as a J1 student, or in the US more than 2 years or part years as a J1 scholar in 2019, then you would be considered a resident.

Re: Thanks a lot for your answer! So I think I'm gonna file...

gochiararia — Mon, 30 Mar 2020 16:11:18 GMT

Thank you so much for your reply!

I was in the US as a J1:
2011: 30 days
2012: 90 days
2016: 5 months
2017, 2018, 2019: Full year
Would that count for 5 years? I'm not sure if I have to be the entire year in order for it to count.

Also, when does the H1B start counting? When I get the stamp on my passport or when I get the letter?
I got the approval letter in December 2018, and the stamp on May 2019.
If it's when I get the approval letter, and since I got in 2018. Wouldn't that make me a resident for 2019?
Thanks!

Re: Thanks a lot for your answer! So I think I'm gonna file...

KarenJ2 — Mon, 30 Mar 2020 17:30:29 GMT

What date did you enter the US on a J1 visa?

Re: Thanks a lot for your answer! So I think I'm gonna file...

gochiararia — Mon, 30 Mar 2020 19:00:53 GMT

Thanks for the reply!

First time being a J1 student (work and travel)
Entered: 12/12/2011
Left: 03/09/2012

Second time being a J1 student (MBA, then got a job that sponsored H1B)

Entered: 07/26/2016
H1B Approval: 12/23/2018

Re: Thanks a lot for your answer! So I think I'm gonna file...

gochiararia — Mon, 06 Apr 2020 15:24:09 GMT

Thanks for the reply! @KarenJ2

Following up on my previous message...

J1 (work and travel): Entered: 12/12/2011; Left: 03/09/2012
J1 (MBA): Entered: 07/26/2016; H1B Approval: 12/23/2018

I was a J1 (student) and I did my taxes in 2011, 2012, 2016, 2017, and 2018. That's 5 calendar years.
So in 2019 I must be considered a resident. Is that correct?