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Screen DualStat - Dual-Status Statement
Overview
Use this screen to enter information reported on the statement forms during a dual-status tax year. The type of return determines which set of statement forms are completed.
Return Type | Statement Form |
1040 Return | 1040NR statement forms |
1040NR | 1040 statement forms |
General information
Dual-status tax year
Enter
X
to indicate that this is a dual-status tax year for the client. This field must be marked in order for the statement forms to print.note
This field marks automatically when data is entered in the screen.
Statement period percentage
Statement amounts can be reported as a percentage of return amounts. The percent entered in this field is applied to all return income and reported on the statement forms. Once a percentage is entered, the remaining fields aren't available for data entry.
note
- This field is only available when all fields in the Income and Adjustments sections are blank.
- Once data is entered in this field, the fields in the Income and Adjustment section aren't available.
- You can find statement period income in the Nonresident Alien folder.
Income and Adjustments
Use this section to enter statement period income and adjustments, which may be entered either as dollars in the Amount column or by applying a percentage to the return equivalent item. Entering data in 1 field makes the other field unavailable for data entry. Fields that aren't applicable to the statement type form are always unavailable. For example, when filing a 1040 return, the
Alimony received (1040 Statement only)
field is unavailable for data entry since the Statement 1040NR doesn't allow alimony received.note
- When data is entered in theStatement period percentagefield, none of the fields in this section are available. The percentage entered in this field will be applied to all amounts reported on the return.
- If self-employment income (such as business, farm, partnership, or other income) earned during the period of nonresidency is exempt from self-employment tax, enter an adjustment for the exempt portion in theNonfarm adjustment to SE incomeorFarm adjustment to SE incomefield in the OtherTax screen in the Taxes folder.
Itemized Deductions and Withholding
Use this section to enter statement period itemized deductions and withholding information, which may be entered either as dollars in the Amount column or by applying a percentage to the return equivalent item. Entering data in 1 field causes the other field to be unavailable for data entry. Fields that aren't applicable to the statement type form are always unavailable. For example, when filing a 1040 return, the
Interest paid (1040 Statement only)
field is unavailable for data entry.note
When data is entered in the
Statement period percentage
field, none of the fields in this section are available. The percentage entered in this field will be applied to all amounts reported on the return. Medical and dental expenses
Enter 100% of the medical and dental expenses related to the 1040 statement period. The statement Schedule A applies the statement period AGI to determine the deductibility during the statement period.