Dual status tax return preparation?

Forum|Forum|6 years ago
January 30, 2020
1 reply
11 views

Looking for software to support dual status tax return preparation and F. 8854. If Proconnect tax online does not support this, any luck with other Intuit products or other tax software to support the tax liability of both resident and nonresident tax returns.

ProConnect Tax Online

This topic has been closed for replies.

itonewbie

Level 15

D/S returns are not supported. Prepare the 1040 as statement outside of PTO, plug in the number, and attach it to the 1040NR return.

F.8854 is also not supported. Prepare that outside of PTO. Similarly, attach it to the 1040NR return.

---------------------------------------------------------------------------------Still an AllStar

J

JATB

Level 2

Hi There,

Similar case, dual status the client was resident beginning of the year but non resident at year end

There is tax owed during resident period form 1040 (statement) but no income during non-resident period after giving green card (1040 NR - no income pretty much), do we need to show or plug in the tax owed on 1040 to 1040NR?

Thanks in advance,

sjrcpa

Level 15

If there is no income during the nonresident period you may not need the 1040NR at all.

The more I know the more I don’t know.

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