Search found 2 matches

by dan_768
Thu Jan 21, 2016 8:27 pm
Forum: Canada / United States Tax & Accounting
Topic: Dual-Status Tax Return Question
Replies: 3
Views: 2314

Yes they became green card holders on that date. Because they had such little income for the period of time they were green card holders until the end of the year, it makes more sense to file individual dual-status returns from 11/15/15 - 12/31/15 than to elect to file a joint return claiming all of ...
by dan_768
Thu Jan 21, 2016 7:26 pm
Forum: Canada / United States Tax & Accounting
Topic: Dual-Status Tax Return Question
Replies: 3
Views: 2314

Dual-Status Tax Return Question

I was hoping someone here might have some insight into dual-status tax returns. This taxpayer became a US resident on 11/15/15 and they are filing a dual-status return. I understand they need to include a) U.S. source income for the period they were not a resident and b) worldwide income for the ...