Dual-Status Return - Year I left the US, Filing 10...
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Returning Member

Dual-Status Return - Year I left the US, Filing 1040NR Return + 1040 Statement, What should I put on the statement?

I left the US on July 1 2018 back to Canada (my home country), I had been in the US since Jan 2015 on TN Visa. For 2018 I am declaring dual-status, filing 1040NR as Return + 1040 as Statement (I was a resident alien Jan1-Jul1 2018, and non-resident alien Jul1-Dec31 2018).

 

I'm confused what I need to put on the 1040. I already reported all my US income and taxes on 1040NR (My US employment income was Jan1-Jul1 2018, I had no other income from outside sources during this period). Do I basically duplicate what I put on 1040NR and put it on 1040??

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Level 15

Dual-Status Return - Year I left the US, Filing 1040NR Return + 1040 Statement, What should I put on the statement?

You do NOT file a 1040 & a 1040NR in the same time period in a tax year.
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Level 11
Level 11

Dual-Status Return - Year I left the US, Filing 1040NR Return + 1040 Statement, What should I put on the statement?

Because you left the country ( cancelled your visa ) in the middle of the  year  you need the form 1040 to cover the  world income during the "resident period" and attache the 1040-NR for any US sourced / connected income during the "Non-Resident" period -- thus  1. avoiding a short tax  year and 2. protecting any non US sourced/connected income from US taxes.  In your case you really could have just used the 1040  ( especially if you met with the INS  and got a sailing permit, thus proving that you are no longer a resident alien ) but it may be safer to file the 1040-NR ( even if all zeroes  for income ) .  Note that you would need to mail in the two returns  ( generally stapled together) and note on the 1040 across the top "DUAL STATUS TAXPAYER "

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Returning Member

Dual-Status Return - Year I left the US, Filing 1040NR Return + 1040 Statement, What should I put on the statement?

Thanks a lot!

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