🎯 Residency Status
👉 You should complete with your accurate immigration information. You may need to refer to your visa, DS-2019 form, your passport or I-94 for entry and exit dates.
🚨IMPORTANT: If you're J-1 visa holder, select your correct immigration status: J-1 Student, J-1 Scholar, etc. for accurate tax determination. The exact type of your J-1 visa can be found in box 4 of your DS-2019.
🔍 Provide your current (last visit) to the US with the appropriate visa/immigration status, entry date and date you left or expect to leave.
💡 Tip: If you do not have an expected exit date yet for your current visit, enter the expiry/end of your status (as indicated on your DS-2019, I-20).
👉 If you had previously been to the US, prior to your current visit, click + Add Visit and enter the information for each separately.
❗You should not report U.S. visits that are less than 24 hours long. Dates cannot overlap between different visits.
ℹ️️ You may be considered a tax resident if you have US citizenship, a Green Card, or meet the IRS Substantial Presence Test.
⚠️ NOTE: The online software is for non-resident returns only. If you're considered a tax resident, we can help prepare your resident returns offline. Click here for steps if you're deemed a resident.
🎯 Visa details
📌 Enter the dates your visa was issued and expired, or to expire.
📌 Approximate date you permanently left/intend to permanently leave the U.S. is the date when you left or would leave after your program has ended.
📌 Country of citizenship vs. country of residence – country of residence is where you claimed residency for tax purposes before your current (last) visit to the US.
❓ What is country of citizenship?
ℹ️ A "Country of Citizenship" is the nation where you were born and legally recognized as a citizen. It grants you rights like voting, working, living there, and legal protection. While often the same as your birth country, citizenship can vary based on different countries' laws.
❓ What is country of residence?
ℹ️ Note: "USA" is not an option for this question. For tax purposes, your country of residence is the one declared before arriving in the US. Local tax laws consider factors like days spent, home ownership, family ties, and financial interests. Residency may differ from citizenship.