Drake Tax - 1040: Dual Status Alien Return
Article #: 11722
Last Updated: November 06, 2024
Overview
Currently, Drake Tax does not directly support the creation of a dual status alien return in the software. The 1040 and 1040-NR returns would have to be manually created, as appropriate, and then paper-filed. To do so, you would:
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Complete the 1040 return and prepare it for paper-filing.
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Make an archive of the 1040 return.
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Open the return and go to View/Print mode.
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Click the Documents button and select Archive Client Return from the drop menu.
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Enter a description (such as 1040) and click OK.
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Click OK again to exit the confirmation screen.
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Then complete the return as a 1040-NR (see Drake Tax - 1040-NR: Creation and e-Filing for details).
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You can also make an archive of the 1040-NR by following the steps above (recommended).
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Paper-file both returns as indicated in Publication 519.