Solved: How to file dual status tax return? (The year from F1 visa to H1B)

wwangrock · Mar 9, 2021 1:14:55 PM

I was on F1 visa from Jan to Sep 2020 and on H1B visa from Oct to Dec 2020. I did some research and would like to file a dual-status tax return this year. My question is if I file 1040 NR for Jan to Sep, and 1040 for Oct to Dec, how do I determine the taxable rate? Since my taxable income in either status would be much lower than my actual annual income. <TABLE width="220px"><TBODY><TR><TD width="43px">10%</TD><TD width="176px">Up to $9,875</TD></TR><TR><TD width="43px">12%</TD><TD width="176px">$9,876 to $40,125</TD></TR><TR><TD width="43px">22%</TD><TD width="176px">$40,126 to $85,525</TD></TR><TR><TD width="43px">24%</TD><TD width="176px">$85,526 to $163,300</TD></TR></TBODY></TABLE> Thanks

How to file dual status tax return? (The year from F1 visa to H1B)

Hi @wwangrock , thanks for this post. It has been very eye opening for me. I am in a similar situation and would be interested to know if you manually split the amounts between resident and non-resident periods? How did you do it? Thank you in advance for the feedback.