US Citizen- How to file for Taxes

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US Citizen- How to file for Taxes


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Old 3rd December 2010, 07:24 PM
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Default US Citizen- How to file for Taxes

Hi yall- been a while since Ive posted.
Quick question, my W2 should be arriving soon. Was just curious as to what forms are needed, and in fact- if I should have already filed a change of address form for the IRS?

Please any information would be greatly appreciated, and of course much needed!

Oh by the way- it has been 4 degrees here in the north east!!! My Texan butt is sooo not used to this!!! brrrr

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Old 3rd December 2010, 09:29 PM
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You probably didn't get the postcard, but the IRS just sent out cards saying that they aren't going to send out tax forms anymore. (Cost savings, no doubt!)

There is a change of address form you should probably file (now or when you start pulling your tax stuff together in January). That, and all the tax forms you will need are available to download from the IRS website (Internal Revenue Service).

To start with, you should download Pub. 54 for overseas taxpayers. The 2010 version is already posted on the site. It will tell you which forms you need - the key ones for you are the 1040 (natch) and the 2555 (to exclude your overseas earnings).

For your first year overseas, you may have to file for an extension until you reach your anniversary date for arriving in the UK. (Though as I recall, you moved over pretty early last year.) That's all explained in pub. 54.

The other thing to remember is that for us overseas filers, the deadline for filing is extended by two months - to June 15th, rather than April 15th.
Cheers,
Bev

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Old 4th December 2010, 12:05 AM
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Quote:
Originally Posted by Bevdeforges View Post
You probably didn't get the postcard, but the IRS just sent out cards saying that they aren't going to send out tax forms anymore. (Cost savings, no doubt!)

There is a change of address form you should probably file (now or when you start pulling your tax stuff together in January). That, and all the tax forms you will need are available to download from the IRS website (Internal Revenue Service).

To start with, you should download Pub. 54 for overseas taxpayers. The 2010 version is already posted on the site. It will tell you which forms you need - the key ones for you are the 1040 (natch) and the 2555 (to exclude your overseas earnings).

For your first year overseas, you may have to file for an extension until you reach your anniversary date for arriving in the UK. (Though as I recall, you moved over pretty early last year.) That's all explained in pub. 54.

The other thing to remember is that for us overseas filers, the deadline for filing is extended by two months - to June 15th, rather than April 15th.
Cheers,
Bev
Just wondering if you know how long you have to be in the States to lose your exemption. I was living and working in Japan from late August 2008 until late July 2010, and I moved to London on 1 November. And I did not work while in America. So can I just state the time I was in Japan to keep my exemption, or do I need to wait it out and refile another extension (or 2) based on my time in the UK? Any help would be appreciated!

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Old 4th December 2010, 06:47 AM
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Originally Posted by modzy78 View Post
Just wondering if you know how long you have to be in the States to lose your exemption. I was living and working in Japan from late August 2008 until late July 2010, and I moved to London on 1 November. And I did not work while in America. So can I just state the time I was in Japan to keep my exemption, or do I need to wait it out and refile another extension (or 2) based on my time in the UK? Any help would be appreciated!
If you were resident in the US during the time you were there, you're going to have to start the "count" over again. The issue is that you have to qualify under either the "bona fide resident" test or under the "physical presence" test. One requires you to have been resident outside the US for a full calendar year. The other requires you to have been outside the US during 12 consecutive months (with no more than 30 days presence in the US during that time on "visits").
Cheers,
Bev

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Old 4th December 2010, 09:16 PM
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Quote:
Originally Posted by Bevdeforges View Post
You probably didn't get the postcard, but the IRS just sent out cards saying that they aren't going to send out tax forms anymore. (Cost savings, no doubt!)

There is a change of address form you should probably file (now or when you start pulling your tax stuff together in January). That, and all the tax forms you will need are available to download from the IRS website (Internal Revenue Service).

To start with, you should download Pub. 54 for overseas taxpayers. The 2010 version is already posted on the site. It will tell you which forms you need - the key ones for you are the 1040 (natch) and the 2555 (to exclude your overseas earnings).

For your first year overseas, you may have to file for an extension until you reach your anniversary date for arriving in the UK. (Though as I recall, you moved over pretty early last year.) That's all explained in pub. 54.

The other thing to remember is that for us overseas filers, the deadline for filing is extended by two months - to June 15th, rather than April 15th.
Cheers,
Bev
As always Bev- Thanks!!!
I moved here in April last year. So The extension will work ya!

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Old 8th January 2011, 05:28 PM
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Hiya,
This is my first time on here and of course will my first to post. I have only lived here in the UK since late Aug 2009 and did file my US tax return 1040 for that year, my only question or concern is I have been told I still need to file a tax return which is no problem to me but which form or forms do I need to file? I have not made any US income only UK income (British taxes paid) which I believe their tax period ends in April. It would be most grateful if I can be pointed in the right direction, Thanks

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Old 8th January 2011, 08:42 PM
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Originally Posted by natiepb View Post
Hiya,
This is my first time on here and of course will my first to post. I have only lived here in the UK since late Aug 2009 and did file my US tax return 1040 for that year, my only question or concern is I have been told I still need to file a tax return which is no problem to me but which form or forms do I need to file? I have not made any US income only UK income (British taxes paid) which I believe their tax period ends in April. It would be most grateful if I can be pointed in the right direction, Thanks
You'll need to file a US tax return for 2010 - but that's not due until June 15th for those of us living overseas. On the US returns you are supposed to declare your worldwide income, no matter where in the world you live.

The forms are all available on the IRS website (Internal Revenue Service) and basically you just file the same forms as always, except that you add to it a form 2555 (available in a couple of versions - short and simplified) to claim your overseas earned income exclusion.

Download Publication 54 which explains all things for overseas filers.
Cheers,
Bev

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Old 10th January 2011, 10:38 AM
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Last I heard, you didn't need to file a tax return in the UK unless you made over a certain amount that year in the UK....

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