Assembling Dual Status Return

This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.

Moderator: Mark T Serbinski CA CPA

Post Reply
w1040
Posts: 4
Joined: Thu May 22, 2014 3:33 pm

Assembling Dual Status Return

Post by w1040 »

I could use a little help with the mechanics of filing a 1040NR for a dual status return. There are several schedules and statements involved in my case, and I want to make sure everything is attached in the correct order. Here is what I think is correct, from top to bottom, please tell me if this looks right:

1040NR (5 pages) dual status return
Residency Termination Statement
Copy of I-407
Form 8854
Statement supporting 8854
Form 8938
1040 (dual status statement)
Schedules for 1040
Post Reply