You will need to file a dual status tax return for
2018 as you were a part year resident and part year nonresident. It is a
bit complicated. See below for entering your 1042 -S into TurboTax
for the resident part of your year.
In order to prepare
a dual status return in TurboTax, you will need to print a copy of the
nonresident return (Form 1040NR from the IRS website) for your tax on US income
after June. There will most likely be no US source income to enter for that
time. So your income on this form will probably be zero unless you
received US income after moving out of the US.. Write on the top of the 1st
page of the 1040NR, Dual Return. You will
need to write in your name and address and input zero as your US source income
(if that is the case).
https://www.irs.gov/pub/irs-pdf/f1040nr.pdf
Then for the
resident part of the return you prepare in TurboTax, you are not allowed to use the standard deduction, only itemized
deductions if you are filing a dual status return. Also, you can either
file single (if you are single) or married filing separately. You cannot file a married filing jointly return.
You must suppress the standard deduction.
Instructions for this are below.
When your resident
part of the return is finished in TurboTax, print the return and write on top
of the return, Dual Statement.
Put the 1040NR on top of 1040 resident return and
staple and mail to the IRS. You must sign the 1040NR before
mailing. You do not need to sign the 1040 statement.
You will need to
staple your 1040NR and 1040 together and mail to the following address:
If you are not enclosing a payment then use this
address...
Department of the
Treasury
Internal Revenue
Service
Austin, TX
73301-0215
USA
If you are enclosing a payment then use this
address...
Internal Revenue
Service
P. O. Box 1303
Charlotte, NC
28201-1303
USA
Please see more help
on dual status returns see page 7 of Pub 519.
Publication 519
You must choose
itemized deductions. Please follow the below instructions to switch to
itemized deductions.
TurboTax
Online instructions for how to suppress standard deduction
First, sign in and
make sure your return is open. You should see 2018 TAXES in your left-hand
menu as pictured below (if not, tap or click the upper-left corner to expand
the menu or select Take me to my return).
Once your return is
open:
- From the left-hand menu,
select Federal (on mobile devices, you might need to scroll down).
- Now select Deductions &
Credits near the top of your screen.
- When you get to Now it's
time for the fun part... Your tax breaks, scroll all the way to the bottom
and select Wrap up tax breaks (if you don't see this button,
select Skip to see all tax breaks, then scroll down again).
- Continue through the
interview until you see The Standard [or Itemized] Deduction is Right for
You, pictured below.
- On that screen, check the box
Change my deduction to see the dollar amount for each deduction.
- Select Continue if you
want to save any changes. If you're switching to the itemized deduction,
you may be prompted to upgrade.
You should enter the 1042-S income as if you had received a 1099-R. Type in the search box 401(k) distribution and then Jump to. On the page where you enter your distribution, you need to select a code for Box 7. Select code 1 , early distribution.
