Nonresidency to Residency Filing Quirks Webinar

Summary

As the U.S. gains more and more residents who are required to file taxes, there are more and more regulations on tax filing statuses because U.S. residents, citizens, and nationals are subject to tax on their worldwide income. The big question is, however, when an individual from another country comes to work in the U.S. under a visa, or simply moves to the U.S., are they are considered a citizen, resident, nonresident, or dual-status, and what are their tax filing obligations? This webinar reviews the process of determining what an individual's filing status is and what tax forms they need to file. Additionally, you'll learn other filing options to consider for when a U.S. taxpayer is married to a nonresident living either in the U.S. or abroad.

Objectives

Upon completion of this course, you will be able to:

  • Describe the substantial presence test and green card test.
  • Identify filing requirements for dual-status filers.
  • Describe the difference between Form 1040 and 1040NR.
  • Identify the treatment of nonresident spouses.
  • Describe the types of visas and their effect on filing requirements.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.






   

Presented by: Betty Stehman, CPA, CIA

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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