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Does TurboTax takes care of "F1 to H1B" situation for year 2019?

I was on F1 from 2015 Sep 1 to 2019 Sep. 30 and became H1B on Oct 1. Will TurboTax be able to handle this? There is a tax treaty for F1 by IRS

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LinaJ2020
Expert Alumni

Does TurboTax takes care of "F1 to H1B" situation for year 2019?

 

Yes, TurboTax can handle part of it. 

 

Technically speaking, you are a nonresident in 2019 because you did not meet the Substantial Presence Test SPT.  Click here: Substantial Presence Test SPT.  You are required to file a Form 1040-NR.  However, the IRS allows you to have another option:

 

If you anticipate you will be staying in the US for at least 183 days in the year 2020 or meet the SPT, you can make an election to treat yourself as a resident from October 2019, to file as a dual-alien alien. Please see FirstYearChoiceResidency Starting Date under the First-Year Choice

 

If you meet the requirements, for the year 2019, you will be treated as dual-status.  You would file as a non-resident for the first nine months and a resident for the rest of the year. To read more about dual status, click here: Dual status

 

Since TurboTax does not support any nonresident tax forms ( Form 1040-NR), you are advised to contact Sprintax which is affiliated with TurboTax to help our nonresident aliens with their US tax returns.  You can use TurboTax to file the portion where you are a resident ( October-December).  You cannot e-file but submit both of your nonresident and resident tax forms to the IRS.  

If there is a tax treaty that applies to you, you will report it on your taxes.  Generally, the tax treaty is out of scope for our advice. 

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1 Reply
LinaJ2020
Expert Alumni

Does TurboTax takes care of "F1 to H1B" situation for year 2019?

 

Yes, TurboTax can handle part of it. 

 

Technically speaking, you are a nonresident in 2019 because you did not meet the Substantial Presence Test SPT.  Click here: Substantial Presence Test SPT.  You are required to file a Form 1040-NR.  However, the IRS allows you to have another option:

 

If you anticipate you will be staying in the US for at least 183 days in the year 2020 or meet the SPT, you can make an election to treat yourself as a resident from October 2019, to file as a dual-alien alien. Please see FirstYearChoiceResidency Starting Date under the First-Year Choice

 

If you meet the requirements, for the year 2019, you will be treated as dual-status.  You would file as a non-resident for the first nine months and a resident for the rest of the year. To read more about dual status, click here: Dual status

 

Since TurboTax does not support any nonresident tax forms ( Form 1040-NR), you are advised to contact Sprintax which is affiliated with TurboTax to help our nonresident aliens with their US tax returns.  You can use TurboTax to file the portion where you are a resident ( October-December).  You cannot e-file but submit both of your nonresident and resident tax forms to the IRS.  

If there is a tax treaty that applies to you, you will report it on your taxes.  Generally, the tax treaty is out of scope for our advice. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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