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1040

  1. Expat Tax
    Yes, still struggling with 2018. (I filed similarly for 2015-2017 and have now become aware of how the simplified 1040 has just spread out into additional schedules. :clap2:) I understand that I am to put my excluded income (2555-ez) as a negative on Schedule 1 Line 21. But if I add up my...
  2. Expat Tax
    My wife and I expatriated from US to Canada in April, 2019. It's clear my wife and I have to file separate 1040NRs for post-April. Do we also file separate (but married) 1040s for Jan to April, or can we file joint as we have for years previously? We are both Canadian citizens who have...
  3. Expat Tax
    US citizen here :wave: - I am a full time resident in the UK. Filing taxes for 2019 on my own this year vs through a paid preparer. I am aware for my circumstances I need to file: Form 1040 Form 2555 Schedule 1 to reflect the income reported on Form 2555 Schedule B I have filled out all of...
  4. Expat Tax
    Hi, I am seeking information on how to respond to the IRS following a notice that they sent me indicating that the tax treaty claim that i did for my 2017 tax return is not valid. 2017 is the first year that I had to file the US tax return as a resident alien (although I am a non-resident for...
  5. Expat Tax
    Hi, Fairly simple questions (I hope!) on behalf of my wife, a US citizen now long-term resident in UK (over 20 yrs). (I do her IRS filings for her - she always files as "Married, filing separately", as I am a Brit with no US income at all, also resident in UK). In previous years she was...
  6. Canada Expat Forum for Expats Living in Canada
    Hi I am still considered a US citizen although I've been living in Canada for several decades. I am also a Canadian citizen and file taxes, work and own a home here. I received a Canadian t4a for my Cdn annuity payments received for the year and I'm unsure where I would claim that on my US...
  7. Expat Tax
    Hello again, I was totally overwhelmed with work and unable to start this process. Taking the time now to prepare for a Streamlined process before June 15th. This forum is fantastic, one can spend quite a lot of time... My questions: 1) I am self-employed in Germany, on form 2555, line 4a...
  8. Expat Tax
    Hello all! I've spent some time browsing this forum (and others) about filing US tax forms for the final expatriation year. I've had a few rather unhelpful conversations with the IRS on the phone, and have found the answers here to be much more helpful so far. However, I am still unclear on a...
  9. Expat Tax
    Hi! I was filling my 1040 form, and I notice that I receive like $500 from a certificate of deposit from my bank here in Belgium, I wonder whether I have to report it or not, and if that so, how to do it? should I use the Schedule B? If that so? How should I fill it? Never done it before.
  10. Britain Expat Forum for Expats Living in the UK
    Hello! I'm working on my spousal visa application for the UK (I'm American) and I saw from some blogs, etc. that people submit their 1040 with the application. I don't have an original 1040, but I have the copy that is available to me from HR Block that has in big letters 'copy do not file' is...
  11. Expat Tax
    Hi, By doing my final revision, I went into this infinite loop and got confuse. Surely a language barrier issues. This is process I use to do my tax, 2555 (L45) -> 1040 (L21) 1040 Schedule B (L4) -> 1040 (L8a) 1040 Main 8891 (L1-8) But on form 2555 Line 44 confuse me...
  12. Expat Tax
    Does anyone have any info about the tax consequences for Pension plans and RRSP if a dual(Can/US) citizen renounces US citizenship. I have never lived or filed in the states and am working through the filing of my 1040's for the past 5 yrs. I found some info that seems to say there is a 30%...
  13. Expat Tax
    In the fact sheet from the government of Canada it says: Penalties imposed under FBAR will not be collected by the Canada Revenue Agency (CRA): The Canada-United States Income Tax Convention contains a provision which allows for the collection by a country of taxes imposed by the other country...
  14. Britain Expat Forum for Expats Living in the UK
    My wife is a US citizen (I'm from UK) and we have UK trustee accounts for our children who have dual citizenship. I don't believe that the accounts have any restriction of the nature that "The parents are not legally permitted to use any of the funds to support the child" (IRS publication 17)...
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