Level 3

Dual-status -- how to add up tax due from 1040 & 1040NR

Forum|Forum|5 years ago
April 4, 2021
1 reply
12 views

When preparing a dual-status return, how do I account for the tax due from the dual-status statement?

For example, I have a client who started as NRA and then got a green card in October. I'm preparing 1040NR for Jan - Sep, and then 1040 from Oct - Dec. 1040NR is statement, and 1040 is return.

If there is money owed on the 1040NR statement, how do I add to the 1040 return? Is there a particular line or schedule to enter the amount due from the 1040NR?

This topic has been closed for replies.

sjrcpa

Level 15

The answer is in the instructions for Dual Status returns. I can't remember what it is.

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

A

AlexEpixAuthor

Level 3

I've read the instructions for 1040 and Pub 519 several times but can't find the answer. Where exactly did you find the instructions? It doesn't say how you add up the tax liability.

I can only find the following (Pub 519, under Forms to File, Chp 6, Pg 34):

Resident at end of year. You must file Form 1040 or 1040-SR if you are a dual-status taxpayer who becomes a resident during the year and who is a U.S. resident on the last day of the tax year. Write "Dual-Status Return" across the top of the return. Attach a statement to your return to show the income for the part of the year you are a nonresident. You can use Form 1040-NR as the statement, but be sure to write "Dual-Status Statement" across the top.

sjrcpa

Level 15

Paging @itonewbie

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

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