Hello,
I would be grateful for some advice.
I arrived to work in USA in March 2016 with my husband. We filed jointly as resident aliens in 2016. I returned to the UK for a new job in March 2017. My husband left to return to the UK in December 2016, and visited USA for two weeks in Feb 2017.
Do i need to file as a resident alien as I meet the substantial present test, or am I better to file as a dual status alien as I left the USA in March 2017, and worked in the UK since?
Also, seeing as my husband returned to the UK in December 2016, I assume I cannot file jointly?
Many thanks for any help,
Virginia
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Since you filed jointly for 2016, you made the election to be treated as resident aliens for the entire year. This choice is in effect until neither of you is a resident alien or of the choice is revoked by one spouse (in that case neither spouse can make that kind of choice again in a later tax year). https://www.irs.gov/individuals/international-taxpayers/nonresident-alien-spouse
If you still meet the substantial presence test, you both would still be considered resident aliens. So one option is to file a joint return as resident aliens and report all worldwide income for the entire year. You can use the foreign paid tax credit for taxes paid on UK income after leaving the US.
Another option is for your husband to revoke the choice to be treated as resident alien. He would then be a nonresident alien and not be required to file a US tax return. Your options then would be to file as married filing separately as resident alien for the entire year, again reporting all worldwide income. Or you could apply for an early residency termination date and file as dual status alien, however, that is not supported by Turbotax. https://www.irs.gov/individuals/international-taxpayers/residency-starting-and-ending-dates
Since you filed jointly for 2016, you made the election to be treated as resident aliens for the entire year. This choice is in effect until neither of you is a resident alien or of the choice is revoked by one spouse (in that case neither spouse can make that kind of choice again in a later tax year). https://www.irs.gov/individuals/international-taxpayers/nonresident-alien-spouse
If you still meet the substantial presence test, you both would still be considered resident aliens. So one option is to file a joint return as resident aliens and report all worldwide income for the entire year. You can use the foreign paid tax credit for taxes paid on UK income after leaving the US.
Another option is for your husband to revoke the choice to be treated as resident alien. He would then be a nonresident alien and not be required to file a US tax return. Your options then would be to file as married filing separately as resident alien for the entire year, again reporting all worldwide income. Or you could apply for an early residency termination date and file as dual status alien, however, that is not supported by Turbotax. https://www.irs.gov/individuals/international-taxpayers/residency-starting-and-ending-dates
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