Hi,
I entered the US in Aug 2019 on an F-1 visa.
I was a non-resident for tax purposes till July 2024, but for the rest of the year (5 months), I would be considered a resident.
All my forms & taxes held are for non-resident case for the entire year.
How do I file my taxes for this year & what software would best suit me?
Thanks!
@Query3 , based on your post:
(a) You entered with F-1 in 2019 ( August/Sept ). Thus ,and assuming no contravening facts, you would have been on exempt status till 12/31/2023. So you started counting days present ( for SPT) from 01/01/2024. This would mean that for 2024 you were a resident for tax purposes --- see -->
If you meet the substantial presence test for a calendar year, your residency starting date is generally the first day you are present in the United States during that calendar year.
This is from -- Residency starting and ending dates | Internal Revenue Service
Thus you are a Resident for Tax purposes for the whole of 2024.
Does this make sense ?
I am still on F-1 STEM extension. Thus all the institutes still give me all tax docs based on that status.
How can I file tax with those 1042 docs on turbo tax or any of the US resident tax software?
@Query3 as I pointed out you a resident for the whole year ( see my ref for residency start date ).
Thus you use Standard deduction and form 1040 ( supported by TurboTax.
Which country are you from -- some countries have specific non-taxability of student/trainee income.
On 1042-S , you have two options -- either the employer rescinds the 1042-S and issues you a W-2 ( a bit unlikely , especially if they have already issued/transmitted to the IRS ) OR
map the 1042-S boxes to W-2 entry in to the TurboTax.
Do you need help with this ? Also please answer which country you are from ?
I will circle back