Process dual-status returns

Select File
, then Client Properties
.

Use the 1040
dropdown list to select the client's residence status at the end of the year:

Select Individual (1040)
if the client was a U.S. resident at the end of the year.

Select Nonresident Alien
if the client was a U.S. nonresident at the end of the year.

In the Nonresident Alien folder, go to the

DualStat

screen and mark the Dual-status tax year
checkbox.

On the

DualStat

screen, enter income, adjustments, deductions, and withholdings for the statement period.

Choose how to enter statement period information:

Enter a percent in Statement period percentage
to apply it to all return income, adjustments, deductions, and withholdings.

Enter statement period income, adjustments, deductions, and withholdings in either Amount
or Percentage (xxx.xx)
.

This article applies to: