Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Can I File extension for Dual status return?

skyworks
Level 5

I was wonder if I can file 4868 extension for the dual status client?

One case is become resident at end of the year and move to US from foreign country in may.

(The 1040 will be filed and 1040NR will be attached as the statement)

The other case is opposite, the client became nonreside at the end of year moved out od US July 2023.

Both 1040NR and the 1040 will bw filed.

0 Cheers
2 Comments 2
sjrcpa
Level 15

Yes the returns can be extended.


Ex-AllStar
skyworks
Level 5

thanks for the response.

 

But from Pub 519 page 46-50 Dual status filing, it says "must file by 4/15.

I am confused, anyone can help? Appreciated!

When and Where To File:
1. If you are a resident alien on the last day of your tax year
and report your income on a calendar year basis, you
must file no later than April 15 of the year following the
close of your tax year (but see the TIP, later). If you report
your income on other than a calendar year basis, file your
return no later than the 15th day of the 4th month following

the close of your tax year. In either case, file your return
with the address for dual-status aliens shown on the back
of the Instructions for Form 1040.
2. If you are a nonresident alien on the last day of your tax
year and you report your income on a calendar year basis,
you must file no later than April 15 of the year following the
close of your tax year if you receive wages subject to withholding. If you report your income on other than a calendar year basis, file your return no later than the 15th day of
the 4th month following the close of your tax year. If you
did not receive wages subject to withholding and you report your income on a calendar year basis, you must file
no later than June 15 of the year following the close of
your tax year. If you report your income on other than a
calendar year basis, file your return no later than the 15th
day of the 6th month following the close of your tax year. In
any case, mail your return to:
Department of the Treasury
Internal Revenue Service
Austin, TX 73301-0215

0 Cheers