11722: 1040 - Dual Status Alien Return

Currently, Drake Tax does not directly support the creation of a dual status alien return in the software. The 1040 and/or 1040-NR return(s) would have to be manually created, as appropriate, and then paper-filed. To do so, you would:

1. Complete the 1040 return and prepare it for paper-filing.
2. Make an archive of the 1040 return. 
   • Open the return and go to View/Print mode.
   • Click the Documents button and select Archive Client Return from the drop menu. 
   • Enter a description (such as 1040) and click OK. 
   • Click OK again to exit the confirmation screen.
3. Then complete the return as a 1040-NR (see Related Links for details).
   • You can also make an archive of the 1040-NR by following the steps above (recommended). 
4. Paper-file both returns as indicated in Publication 519. 

See Publication 519, U.S. Tax Guide for Aliens, for more information on dual status returns.