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During 2018 I lived and worked in the US from Jan. to March 22, 2018. My TN visa was not renewed and I moved back to Canada. Should I not get all my taxes back and how?

 
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KarenJ
Intuit Alumni

During 2018 I lived and worked in the US from Jan. to March 22, 2018. My TN visa was not renewed and I moved back to Canada. Should I not get all my taxes back and how?

Unfortunately, you will not get your US taxes back. 

Assuming you worked in the US in 2017, you can either file a dual status tax return (part year resident and part year nonresident) or you can file a full year resident US tax return with TurboTax and declare your worldwide income for calendar year 2018 and utilize foreign tax credit on your US tax return to help offset double taxation.

Dual status returns are complicated.  With a dual status return, you are not allowed to use the standard deduction (only itemized deductions are allowed) and you are not allowed to use the married filing jointly resident filing status (you can only use single or married filing separately (if you are married).

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 March. 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).  You also need to enter your filing status.

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 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  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

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:

  1. From the left-hand menu, select Federal (on mobile devices, you might need to scroll down).
  2. Now select Deductions & Credits near the top of your screen.
  3. 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).
  4. Continue through the interview until you see The Standard [or Itemized] Deduction is Right for You, pictured below.
  5. On that screen, check the box Change my deduction to see the dollar amount for each deduction.
  6. Select Continue if you want to save any changes. If you're switching to the itemized deduction, you may be prompted to upgrade.

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