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bosskus
New Member

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

I moved over at the very end of April and got salary, which has been already taxed in Germany from January till April. 

Do I have to file this income for 2017? And can I do this with TurboTax? If yes how? 

Thank you for helping me as this is highly appreciated.

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1 Best answer

Accepted Solutions
LinaJ2018
Intuit Alumni

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

Based on your information, you are considered as a dual status in the year of 2017.  You will be considered as a nonresident from January to April 29 reporting only US source income on a Form 1040-NR and a resident from April 30 to December reporting worldwide income on a Form 1040. ( see Substantial Presence Test SPT)  You are not required to report your foreign income on either a Form 1040-NR or Form 1040.  

To file as a dual status, please see detailed information DualStatus under What and Where To File for a Dual-Status Year

You won't be able to e-file, but can use TurboTax to prepare your residency portion, print and submit by mail based on the above instructions. For your nonresidency portion, as TurboTax does not support any nonresident tax forms, you are advised to contact Sprintax which is affiliated with TurboTax to help international students and nonresident aliens with their US tax returns.

 

 

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5 Replies
LinaJ2018
Intuit Alumni

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

Are you saying you move to US in April 2017?  And you live in Germany from Jan-March? Are you currently living in the US?  (2018)
bosskus
New Member

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

I moved over to the US at the 29th of April 2017 and lived and worked in Germany until then. I'm still living and working under the E2 visa in the US.

Does this help?
LinaJ2018
Intuit Alumni

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

Based on your information, you are considered as a dual status in the year of 2017.  You will be considered as a nonresident from January to April 29 reporting only US source income on a Form 1040-NR and a resident from April 30 to December reporting worldwide income on a Form 1040. ( see Substantial Presence Test SPT)  You are not required to report your foreign income on either a Form 1040-NR or Form 1040.  

To file as a dual status, please see detailed information DualStatus under What and Where To File for a Dual-Status Year

You won't be able to e-file, but can use TurboTax to prepare your residency portion, print and submit by mail based on the above instructions. For your nonresidency portion, as TurboTax does not support any nonresident tax forms, you are advised to contact Sprintax which is affiliated with TurboTax to help international students and nonresident aliens with their US tax returns.

 

 

bosskus
New Member

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

Thank you so much for your help and this helped tremendously and clarified my question.
LinaJ2018
Intuit Alumni

I've an E2 visa & passed the Substantial Presence Test (I was more than 183 in the US in 2017). Do I need to file my foreign income before I got my visa & moved over?

You are welcome!

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