Dual Status Tax Year Calculator

Changed immigration status mid-year? Determine your filing requirement and split your income correctly.

IRS Rules (Pub 519): In a dual-status year you cannot claim the Standard Deduction (must itemize) and generally cannot file jointly. You cannot e-file — must paper file. Write "Dual-Status Return" across the top of your main form.

Your Situation

Scenario

You became a resident alien when you met the Substantial Presence Test (typically after 31+ days in current year + 183-day weighted test). Before that date, you were a nonresident alien.

Resident Period Start

Resident Period End (Dec 31 if still here)

Estimated Annual U.S. Income ($)

Filing Requirements

Main Return (Dec 31 status: resident)

1040

Attach as Statement

1040-NR (Dual-Status Statement)

No Standard DeductionNo Joint FilingMust Paper FileWrite "Dual-Status Return" on top