Master Federal and California Tax form after leaving USA for good

[sa_garg]

I am a Indian citizen who came to California, USA on L1 in September 2021. I stayed in California throughout.  I left USA in November 2022 and went to India. My W2, that I got in January 2023, has my India address. I do not have any other income in December 2022 except small bank interest from USA and India banks. I do not own any property in India.

Question 1: Can I use Form 1040 as a whole year resident for filing federal tax?

Question 2: What mail address and phone number should I use on this form? Can I use my India phone number and mail address or should I put some friend's mail and phone number of the federal tax form?

Question 3 : Do I fill California resident form 540 or California form 540 NR as a partial year resident?

[ErnieS0]

No. You will not be able to use TurboTax because you were dual-status in 2022, meaning you will file Form 1040NR, with a Form 1040 “attachment” showing the income earned as a U.S. resident.

Contact Sprintax.com.

Use your current mailing address and phone number. This allows the IRS and California Franchise Tax Board to contact you if they have questions about your tax return.

File a part-year California tax form if you returned to India permanently.

You are a dual-status alien when you have been both a U.S. resident alien and a nonresident alien in the same tax year. 

Dual status does not refer to your citizenship, only to your resident status for tax purposes in the United States. In determining your U.S. income tax liability for a dual-status tax year, different rules apply for the part of the year you are a resident of the United States and the part of the year you are a nonresident. The most common dual-status tax years are the years of arrival and departure.

Learn more at Taxation of Dual-Status Aliens

[sa_garg]

Thanks Ernie for your response.

In many of the community discussion on "dual status" v/s full year resident in last year of residency on TurboTax, it was discussed that one has an option of taking December 31 as the last day of residency. To claim an earlier date, more papers need to be filed to establish closer connection home. In case, a person does not want to file those papers, the residency termination date by default goes to December 31.

Having said, that, do you still feel, filing as dual status is must in this case or an option? 

[sa_garg]

I was referring to this thread. There are other threads similar to this as well.

https://ttlc.intuit.com/community/taxes/discussion/usa-h1b-non-us-citizen-moved-to-canada-as-permane... 

Reading of this discussion gave me a feel that there are options in the last year 

1. Use December 31 as the last day of residency. File the full year 1040 and part year California (with an exit date from USA)

2. Choose Dual Status option : Show closer connection home with additional papers. File 1040 and 1040 NR. File part year California (with an exit date from USA)

Can you please confirm

[MarilynG1]

Here's another article that may help clarify your Resident/Non-Resident Tax Status for 2022.