How do I create a dual status alien return in Drake Tax?
Currently, Drake Tax does not directly support the creation of a dual status alien return in the software. The 1040 and/or 1040-NR return(s) would have to be manually created, as appropriate, and then paper-filed. To do so, you would:
- Complete the 1040 return and prepare it for paper-filing.
- Make an archive of the 1040 return.
- Open the return and go to View/Print mode.
- Click the Documents button and select Archive Client Return from the drop menu.
- Enter a description (such as 1040) and click OK.
- Click OK again to exit the confirmation screen.
- Then complete the return as a 1040-NR (see Related Links for details).
- You can also make an archive of the 1040-NR by following the steps above (recommended).
- Paper-file both returns as indicated in Publication 519.
See Publication 519, U.S. Tax Guide for Aliens, for more information on dual status returns.