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VASEA Spring Seminar Webinar: 1040-NR? or 1040? U.S. Income Tax Returns for Noncitizens

About This Webinar


VASEA & NAEA Member Rate
$50 per webinar; $240 for Spring Seminar 6-webinar bundle
IMPORTANT: Members must use membership discount code at time of registration to receive member rates. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.

Non-Member Rate
$70 per webinar; $360 for Spring Seminar 6-webinar bundle

VASEA Spring Seminar Webinar: 1040-NR? or 1040? U.S. Income Tax Returns for Noncitizens

Choosing the income tax form that is appropriate for a foreign individual can be clear cut, if you know a few basics, or it may involve complex decision processes. Some clients have straightforward situations and need help simply because they are new to the U.S. income tax system. For some, complex fact patterns must be elicited and interpreted. Others have just found out that they have been filing incorrectly on Form 1040 and their future is in jeopardy. This presentation gives you the knowledge to help them all.

Learning Objectives
• Understand the importance of filing the correct tax form: 1040-NR? or 1040?, a dual status return, and using an amended return to correct a form choice
• Understand which documents and information sources support the choice
• Understand how to determine residency start and termination dates
• Understand who may use elections to modify residency start or termination dates
• Understand the filing requirements and income reporting on each form

IRS Program Number: QSRNU-T-00475-21-O

Participants will earn up to 2.0 IRS CE credits / 2.0 NASBA credits

Field of Study: Federal Tax Law Topics / Taxes

Prerequisites: Firm knowledge of federal taxation in the United States

Who Should Attend: EAs and other tax professionals

Advanced Preparation: None

Program Level: Intermediate, including some basic and advanced concepts

Delivery Method: Group Live presented online due to COVID-19

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Virginia Society of Enrolled Agents is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Who can view: People who attended or registered for the webinar only
Webinar Price: $70.00
Featured Presenters
Webinar hosting presenter VASEA Admin
VASEA Administrator
Webinar hosting presenter
Jean Mammen is the author of “1040NR? or 1040? U.S. Income Tax Returns for Visa Holders + International Organization and Foreign Embassy Employees”, 7th Classic Edition. She writes blog posts, seminars, and webinars on a variety of international topics affecting individuals.
Her specialty is the income tax concerns of international individuals with a U.S. income tax filing requirement. Jean’s perspective comes from spending 30 years among people who live or work outside their country of citizenship. She was a Peace Corps Volunteer and a Foreign Service Officer.

Her website, www.1040nror1040.com , includes “Sample Returns” – Three case studies: one for a simple Form 1040-NR return, and the Masaryk twins, two J1 visa holders qualifying for a treaty income exclusion; one is a second year filer on Form 1040-NR, one a third year filer on Form 1040.

Jean is an Enrolled Agent and a member of NAEA and NATP.
Webinar hosting presenter Vaughan Long
VASEA Legislative Affairs Co-Chair
Vaughan M. Long is an Enrolled Agent (EA) is based in Richmond, VA where he was mentored by a former IRS Revenue Officer with 47 years of collection experience in IRS collections, including 28 years with the IRS and 21 years in private practice. Vaughan is a member of the Richmond, VA and National Societies of Enrolled Agents as well as the American Society of Tax Problem Solvers. He has previously taught for the Virginia Society of Enrolled Agents (VASEA) since 2013, the National Association of Tax Professionals (NATP) since 2016, and the VA Tech Tax Conference since 2015.
Webinar hosting presenter Eric Duncan
VASEA President & Webinar Host
Hosted By
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