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Level 3
posted Apr 30, 2020 6:32:59 PM

Resident alien (with 190 days of physical presence in 2019) left US as J1 status expired.Returns USA on H1B in 2020 Do I need to pay taxes on foreign income for 2019 tax?

2016: I came to the U.S as a Research Scholar on J1 visa and paid taxes using 1040NR. I stayed for 104 days.
2017: Didn't leave USA and paid taxes using 1040NR. Stayed 365 days
2018: Passed substantial presence test (J1 scholar) and paid taxes using 1040. Stayed 365 days.
2019: My J1 status came to an end on July 10 and I returned back to my foreign country. I stayed for 190 days.
2020: I returned to U.S on H1B status on March 10.

There was a gap when I had no connection with USA since my J1 status and I-94 expired on July 10, 2019 and returned to USA with new visa and I-94, starting from March 10, 2020.

Qs. For the gap from July 2019 to February 2020 when I had no legal US status or connection, and was living and working in foreign country, Do I still need to pay taxes on my foreign income while submitting 2019 return?

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1 Best answer
Level 15
Apr 30, 2020 10:07:51 PM

@drkamranrajput , based on  the details in your post, you were a resident for tax purposes  prior to your departure; your visa expired and therefore became a "non-US person ".  Thus for the period you were back in your home country ( India? )   i.e. your departure from the USA and till you  were readmitted back into USA with a work visa you would be  a Non-Resident Alien and therefore taxed ONLY on US sourced /connected  income by the US.  If you had no US income in the USA during this period  there is no reason for you  to file a return.   However since you were a resident for tax purposes when you left  US shores , you need to file a a form 1040  covering the period  Jan 1st through the day you left the US shores ( and visa cancelled ).

A point to remember that now that you are back in USA, you are a resident alien for tax purposes  right away because  on day 1 you after your entry you would have   184 days   ( 1/3 of 2019= 63 , plus 1/6 of 2018=121  plus all days in 2020  ) and you were a resident alien before you left.

IRS will generally argue that your residency permeated through the gap days  and you have to show  ( if challenged ) that you had no connection to the  US -- closer connection to your home country  ( family connections, banking, employment etc. etc. )

Good Luck

 

Is there more I can help you with ?

 

 

5 Replies
Level 15
Apr 30, 2020 10:07:51 PM

@drkamranrajput , based on  the details in your post, you were a resident for tax purposes  prior to your departure; your visa expired and therefore became a "non-US person ".  Thus for the period you were back in your home country ( India? )   i.e. your departure from the USA and till you  were readmitted back into USA with a work visa you would be  a Non-Resident Alien and therefore taxed ONLY on US sourced /connected  income by the US.  If you had no US income in the USA during this period  there is no reason for you  to file a return.   However since you were a resident for tax purposes when you left  US shores , you need to file a a form 1040  covering the period  Jan 1st through the day you left the US shores ( and visa cancelled ).

A point to remember that now that you are back in USA, you are a resident alien for tax purposes  right away because  on day 1 you after your entry you would have   184 days   ( 1/3 of 2019= 63 , plus 1/6 of 2018=121  plus all days in 2020  ) and you were a resident alien before you left.

IRS will generally argue that your residency permeated through the gap days  and you have to show  ( if challenged ) that you had no connection to the  US -- closer connection to your home country  ( family connections, banking, employment etc. etc. )

Good Luck

 

Is there more I can help you with ?

 

 

Level 3
May 1, 2020 1:17:24 PM

Thank you so much "@pk " for your to the point and very logical response based on correct facts I provided! I am thankful to you for your expertise on this matter! Really appreciated! 

Level 1
Apr 8, 2021 6:10:10 PM

Did it work or you had to do dual-status? it seems we have to do both 1040NR  + 1040 as we become nonresident aliens once we left the US.

Level 15
Apr 8, 2021 9:48:24 PM

@sudimax , do you need help on this ?  please  tell me more about your situation -- when did you come in , with what visa, from which country, when did you leave the USA, did you have a "sailing permit" , did you have any income from US sources after the departure date etc etc??

Level 1
Apr 10, 2021 9:31:53 PM

Thanks @pk  for your interest in helping me.. here I have created a new thread, could you reply to that?https://ttlc.intuit.com/community/taxes/discussion/tax-return-for-resident-alien-left-us-in-the-middle-of-the-year/01/2184090#M786179