jofijohnjoseph
Level 7
Level 7

A client has been a bona fide resident of the UAE since 2018.  In 2021, his bona fide residency terminated on 10/31/21, but he immediately moved to another foreign country.  He would qualify for the physical presence test for the 09/01/21-08/31/22 period, so he should also be able to exclude a pro-rated income amount for those final two months of 2021.  

1) Is it legal to use both the Bona Fide Residence and the Physical Presence Test in the same tax year, assuming the taxpayer meets the criteria for both tests?

2) If yes, does anyone know how to do this in ProSeries?  If I use one test, I am not allowed to use the other test in the return I am preparing.

 

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