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Returning Member
posted May 8, 2024 5:45:31 PM

Dual Status - First Year Choice

I plan to file dual status first year choice for 2023 after completing the required number of days in 2024.

 

I calculated in TurboTax and expect a refund.  I didn't file the extension for my return because of that. 

 

Am I still okay to file the 1040 forms and form 8938 after the required number of days even though I didn't file the extension?

 

I checked the IRS page on it and it says one 'can' file an extension but I'm not sure if it's an absolute must.

 

Thanks.

 

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1 Replies
Employee Tax Expert
May 10, 2024 12:28:08 PM

Form 8938 is required to be filed by the due date (including extension). If you are required to file the form and didn't file it by the due date (04/15), and did not file an extension, then you are late filing it. I suggest you file it ASAP.