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New Member
posted Apr 3, 2023 6:13:46 AM

Last year was my last year as a resident alien in the US. I worked there until July and then I moved back to Europe (UK). How should I proceed about filing my taxes?

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1 Best answer
Expert Alumni
Apr 3, 2023 7:06:21 AM

Since your U.S. residency ended in July, you’re considered a “dual-status taxpayer” (see this TurboTax Help article). You’ll be taxed on your worldwide income (like U.S. citizens, only with some special rules) for the earlier part of the year, but only on U.S. source income earned during the later period (if there was any).

 

The filing process is a little messy, as you must submit both a 1040NR (non-resident return) and a 1040 (or equivalent statement), to account separately for the two periods. You can use TurboTax for the 1040 representing the earlier part of the year, printing out the return (and writing “Dual-Status Statement” across the top of page one, as the article says).

 

Our partner, Sprintax, can help with the 1040NR, unless you wish to do it manually (which could be tricky) on forms from the IRS website. Here’s the IRS giving us the entire scoop on Dual-Status.

 

@iannaconeleandro, this is obviously a bigger project than your tax returns while a U.S. resident. But if you have follow-up questions along the way, the Community is here to help!

2 Replies
Expert Alumni
Apr 3, 2023 7:06:21 AM

Since your U.S. residency ended in July, you’re considered a “dual-status taxpayer” (see this TurboTax Help article). You’ll be taxed on your worldwide income (like U.S. citizens, only with some special rules) for the earlier part of the year, but only on U.S. source income earned during the later period (if there was any).

 

The filing process is a little messy, as you must submit both a 1040NR (non-resident return) and a 1040 (or equivalent statement), to account separately for the two periods. You can use TurboTax for the 1040 representing the earlier part of the year, printing out the return (and writing “Dual-Status Statement” across the top of page one, as the article says).

 

Our partner, Sprintax, can help with the 1040NR, unless you wish to do it manually (which could be tricky) on forms from the IRS website. Here’s the IRS giving us the entire scoop on Dual-Status.

 

@iannaconeleandro, this is obviously a bigger project than your tax returns while a U.S. resident. But if you have follow-up questions along the way, the Community is here to help!

Level 2
Apr 24, 2023 11:13:59 PM

Why is he considered having a dual status? If he spent some time (maybe few years in the US as a resident, can he elect to be treated as a resident  for the full year on worldwide income and include UK income if any? (File only 1040?)