Dual status for 2007 taxes

[lynamon 0]

Okay .. I'm angry and confused .. taxes aren't supposed to be so brutal!!!!!

I moved at the end of July 2007 ... I was planning on filing using all my income on my Canadian return and therefore taking full tax credits as 90% of my world income was derived from Canadian Sources and then my husband and I were going to file married filing jointly with me as a resident ... Publication advises that if you are going to file married filing jointly you must include and are taxed on your world income otherwise you must file married filing separately ... does anyone else here know this???

Nonresident Spouse Treated as a Resident

If, at the end of your tax year, you are married and one spouse is a U.S. citizen or a resident alien and the other spouse is a nonresident alien, you can choose to treat the nonresident spouse as a U.S. resident. This includes situations in which one spouse is a nonresident alien at the beginning of the tax year, but a resident alien at the end of the year, and the other spouse is a nonresident alien at the end of the year.

If you make this choice, you and your spouse are treated for income tax purposes as residents for your entire tax year. Neither you nor your spouse can claim under any tax treaty not to be a U.S. resident. You are both taxed on worldwide income. You must file a joint income tax return for the year you make the choice, but you and your spouse can file joint or separate returns in later years.

Resident Aliens

Resident aliens are generally taxed in the same way as U.S. citizens. This means that their worldwide income is subject to U.S. tax and must be reported on their U.S. tax return. Income of resident aliens is subject to the graduated tax rates that apply to U.S. citizens. Resident aliens use the Tax Table or Tax Computation Worksheets located in the Form 1040 instructions, which apply to U.S. citizens.

And to top it all off my husband made me take our taxes to a tax professional whom we are paying THAT I'M TEACHING TO DO MY TAXES!!! cause she has never dealt with this before ... omg .. I'm gonna have a breakdown