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Discussion Starter · #1 ·
has anyone done US federal taxes while living in the Philippines? I will be back there in 2 months and I still will have to file for 2017 next year since i had an income higher then allowed with my SS.

If you have filed how hard was it to do there? What steps did you take to prepare it and send back to the states?

thanks

art
 

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Art I used an online tax program and I start my taxes as soon as my pension form is available so far no difficulties with either Federal or State it does cost me around $70 to do this and I receive the refund about 2 weeks later directly into my bank account.
 

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Discussion Starter · #4 ·
Hey guys,

thanks for the info. 2017 taxes will be my last year to file taxes since I will not be working in the Philippines. I will only be getting my SS there. Don't have to file if no other income. I used turbo tax several years ago. I do a schedule "c" since I am self employed. You mean you guys are not mailing them in from the Philippines? You are doing it electronically online?

thanks

art
 

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Discussion Starter · #5 ·
Hey M.C.A.

Is your pension SS or you getting both SS and a pension from your work place? I won't have any other income coming in accept for SS when I am living there other then my savings. Also, I won't keep that money in a saving account because it will draw interest and by law I would have to file a return each year even though I wouldn't have to pay any taxes.

thanks

art
 

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I have been here for 4 tax years but only had to file once. I used the free file option on the IRS site. Filed online, got my refund with direct deposit. It was exactly the same as when I filed in the US.
 

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Discussion Starter · #7 ·
Hey turaram

I din't know they had a free file option on their site. What is the site address? I wonder i it will do schedule c form?

Art
 

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Not so sure about the proof of still living thought so I do file each year even though by income I am not required to do so. It always comes out that I owe nothing and that I am due no refund. I do receive the SS payment and an additional pension from a private firm but still comes up to where I am not required to file. I use Turbo Tax to figure it out & fill it up, then print it out and mail by Philpost to the revenuers in Houston or Dallas(don't remember which right now). I try to have it done up & mailed by the middle of Feb to ensure plenty of transit time. So in the end it only costs me the P55 for mailing.

Fred
 

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Hey turaram

I din't know they had a free file option on their site. What is the site address? I wonder i it will do schedule c form?

Art
Just on irs(dot)gov. They have a button that says like "free file", or something similar. There are limitations on income level, and not sure if it will do Sched. C Worth checking out though.
 

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Not so sure about the proof of still living thought so I do file each year even though by income I am not required to do so. It always comes out that I owe nothing and that I am due no refund. I do receive the SS payment and an additional pension from a private firm but still comes up to where I am not required to file. I use Turbo Tax to figure it out & fill it up, then print it out and mail by Philpost to the revenuers in Houston or Dallas(don't remember which right now). I try to have it done up & mailed by the middle of Feb to ensure plenty of transit time. So in the end it only costs me the P55 for mailing.

Fred
Why do you file if not required to do so?
 

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Why do you file if not required to do so?
It's no problem to fill out & it only costs me 55 Pesos to mail so in this manner I am reminding the US Govt that I am still alive & kicking. Seems to me that its a small price to pay to make sure they are aware as I have no thoughts as to how they verify that I am still around and keep putting my SS into my accounts. Just trying to err on the cautious side. I paid into that fund for 51 years & I intend to get as much out of it as I can before it dries up or I go by the wayside.

Fred
 

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I am still 11 years away from SS but I hear they have a proof of life letter they send out. So it will not hurt to file taxes when you don't have to, but I would not bother with it personally.
 

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It's no problem to fill out & it only costs me 55 Pesos to mail so in this manner I am reminding the US Govt that I am still alive & kicking. Seems to me that its a small price to pay to make sure they are aware as I have no thoughts as to how they verify that I am still around and keep putting my SS into my accounts. Just trying to err on the cautious side. I paid into that fund for 51 years & I intend to get as much out of it as I can before it dries up or I go by the wayside.

Fred
I could be wrong, but I doubt that SS links up with IRS for the purpose of verifying if you are alive. SS has there own verification.

SS should send you a Proof of Life form 7162 every two years. I read that some people fill one out and send it every year. Probably easier than filing the taxes.

https://photos.state.gov/libraries/peru/444495/ssa-forms/SSA-7162.pdf
 

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I am still 11 years away from SS but I hear they have a proof of life letter they send out. So it will not hurt to file taxes when you don't have to, but I would not bother with it personally.
Yep, the wife gets a letter yearly from SS and a pension asking to verify if she is still alive. They say "Please return within 30days or your benefits may be suspended" and the letter is always post marked more than 30days ago. Takes longer than that to make it to the sticks where we live. Luckily they have never suspended any benefits even though it must be at least 60 days before they get the letter back.
 

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Well I have never received a 'proof of living' letter or such so I am kind of assuming what I am doing is working as I have been having my SS deposit appear in my bank accounts each and every month for 17 years now without interruption and so I will continue to do so on my part. I have no other interaction with any Govt office that I can recall. I am only assuming there is some sort of cross-checking as there has to be some method of verification, especially with todays technology available to the Govt.

Fred
 

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Well I have never received a 'proof of living' letter or such so I am kind of assuming what I am doing is working as I have been having my SS deposit appear in my bank accounts each and every month for 17 years now without interruption and so I will continue to do so on my part. I have no other interaction with any Govt office that I can recall. I am only assuming there is some sort of cross-checking as there has to be some method of verification, especially with todays technology available to the Govt.

Fred
Fred I don't know if your SS is deposited here or in the US. If it is deposited here you should get a letter if in the US you will not.

Chuck
 

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Fred I don't know if your SS is deposited here or in the US. If it is deposited here you should get a letter if in the US you will not.

Chuck
Ours is deposited in to a US bank and still get the letter sent to the PI address. Maybe you have a US address and a mail forwarder?
 

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Ours is deposited in to a US bank and still get the letter sent to the PI address. Maybe you have a US address and a mail forwarder?
Yes US bank and address but no mail forwarder. SSA would not let me change to a foreign address on line. So no letter.

Chuck
 

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Yes, I do have my SS & Pension funds deposited into 2 different banks (USAA & Wells Fargo) in the US and I do use a mail forwarder so I spose it does appear that I live in the US. Anyway what I am doing seems to work for me and I have peace of mind doing as I do.

Fred.
 

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has anyone done US federal taxes while living in the Philippines? I will be back there in 2 months and I still will have to file for 2017 next year since i had an income higher then allowed with my SS.

If you have filed how hard was it to do there? What steps did you take to prepare it and send back to the states?

thanks

art
My atty has a power of attorney and files electronically for me. Any tax paperwork I get at US global I forward to him. Simple enough. I have had very complicated returns because I have been a DoD contractor for the previous 10 years but retired now so it is fairly simple. But my guy has handled everything.
 
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