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jennareid

Another Taxes Thread (sorry!)

By jennareid in Moving to the US and Your New Life In America

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jennareid Contributor

jennareid   20

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Filed: AOS (apr) Country: United Kingdom
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I'm trying to get my head around how me and my husband can sort filing jointly this year. I moved over in July of 2010. We married in August, and I got my greencard at the very start of 2011, so I wasn't considered an official resident until just over a week ago.

I understand we can send a statement claiming me as a resident alien for tax purposes, and I'll have to claim my UK income too. Can we go to somewhere like H&R Block or are we better off sorting it ourselves? Can they deal with cases like that?

Also, do I need to send any kind of proof of my UK income? I don't think I have any official forms and I only have a few online bank statements but not for every month. I was paid January to June, my last month of work before I left to move. I know how much I was paid for every month and I've gone back and checked the exchange rate for the dates I was paid and it comes to around $8970. Is that what I'd need to claim as my income? I'm really confused!

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Inky Grand Master

Inky   1,110

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Filed: Citizen (apr) Country: Canada
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We went to H&R because of their offers to fix their mistakes and its their problem and they will pay up to a certain amount if you are charged by the IRS for improperly filing.

UK income would be calculated to USD at the rate for the year you worked.

-------------------------------------------- as1cE-a0g410010MjgybHN8MDA5Njk4c3xNYXJyaWVkIGZvcg.gif

Your I-129f was approved in 5 days from your NOA1 date.

Your interview took 67 days from your I-129F NOA1 date.

AOS was approved in 2 months and 8 days without interview.

ROC was approved in 3 months and 2 days without interview.

I am a Citizen of the United States of America. 04/16/13

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Inky Grand Master

Inky   1,110

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Filed: Citizen (apr) Country: Canada
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So it's OK to work out how much I was paid in dollars using the exchange rate for the day I was paid? Do I need any proof or do they just take my word for it?

Not the day, for the year. The woman at H&R block had a special sheet and it was the year median exchange rate or something. It was really complicated lol we were glad they did it for us so we did not have to worry about any mistakes or anything because it was covered by them.

You can also get a foreign income tax credit too, couldn't even tell you where to start on that tho.

-------------------------------------------- as1cE-a0g410010MjgybHN8MDA5Njk4c3xNYXJyaWVkIGZvcg.gif

Your I-129f was approved in 5 days from your NOA1 date.

Your interview took 67 days from your I-129F NOA1 date.

AOS was approved in 2 months and 8 days without interview.

ROC was approved in 3 months and 2 days without interview.

I am a Citizen of the United States of America. 04/16/13

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Brother Hesekiel Mentor

Brother Hesekiel   2,236

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Even if you made close to $9K in 2010, due to the tax treaty between the U.K. and the US, there will be no tax burden. Now . . . I wouldn't suggest you forget that small amount as it only complicates things and the H.R. Block people will use it as an excuse to charge you extra, a lot extra, but you may want to sleep on it. Sometimes, the best ideas appear in dreams.

There is no room in this country for hyphenated Americanism. When I refer to hyphenated Americans, I do not refer to naturalized Americans. Some of the very best Americans I have ever known were naturalized Americans, Americans born abroad. But a hyphenated American is not an American at all . . . . The one absolutely certain way of bringing this nation to ruin, of preventing all possibility of its continuing to be a nation at all, would be to permit it to become a tangle of squabbling nationalities, an intricate knot of German-Americans, Irish-Americans, English-Americans, French-Americans, Scandinavian-Americans or Italian-Americans, each preserving its separate nationality, each at heart feeling more sympathy with Europeans of that nationality, than with the other citizens of the American Republic . . . . There is no such thing as a hyphenated American who is a good American. The only man who is a good American is the man who is an American and nothing else.

President Teddy Roosevelt on Columbus Day 1915

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Nich-Nick Grand Master

Nich-Nick   3,354

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Filed: Citizen (apr) Country: United Kingdom
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Jenna--

You've done your calculations correctly. Sort it yourself as H&R Block screwed up lots of people the past two tax filing seasons. Buy TurboTax Basic---not deluxe or pro. I like installing the software over the online. I've done both.

No proof of your income is required. It is all self reported. Same with the exchange rate. I will try to post a good summary of taxes soon, but going away for the weekend. Hopefully Rin&John will contribute because he knows all about getting itin numbers and spouses still abroad, which I don't.

Meanwhile look at last year's thread. Numbers may be different (foreign income exclusion max) Here's how to fill out the Form 2555 for your exclusion http://www.visajourney.com/forums/topic/235947-filing-2009-us-taxes/page__view__findpost__p__3623670

More helpful posts http://www.visajourney.com/forums/topic/235947-filing-2009-us-taxes/page__view__findpost__p__3625078

And the last part of this post tells where in TurboTax you report your income. It is well hidden. I haven't bought mine this year yet, so it could look different, but it was the same for 2008 and 2009. http://www.visajourney.com/forums/topic/235947-filing-2009-us-taxes/page__view__findpost__p__3627169

England.gifENGLAND ---

K-1 Timeline 4 months, 19 days 03-10-08 VSC to 7-29-08 Interview London

10-05-08 Married

AOS Timeline 5 months, 14 days 10-9-08 to 3-23-09 No interview

Removing Conditions Timeline 5 months, 20 days12-27-10 to 06-10-11 No interview

Citizenship Timeline 3 months, 26 days 12-31-11 Dallas to 4-26-12 Interview Houston

05-16-12 Oath ceremony

The journey from Fiancé to US citizenship:

4 years, 2 months, 6 days

243 pages of forms/documents submitted

No RFEs

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jennareid Contributor

jennareid   20

Posted
Filed: AOS (apr) Country: United Kingdom
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Posted

Thanks for the info!

No proof of your income is required. It is all self reported. Same with the exchange rate. I will try to post a good summary of taxes soon, but going away for the weekend. Hopefully Rin&John will contribute because he knows all about getting itin numbers and spouses still abroad, which I don't.

Not sure this applies to me since I'm in the US and have a SSN.

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Nich-Nick Grand Master

Nich-Nick   3,354

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Filed: Citizen (apr) Country: United Kingdom
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Thanks for the info!

Not sure this applies to me since I'm in the US and have a SSN.

No it doesn't. I was thinking of subjects others would need in a good tax thread so we don't have 20 going.

England.gifENGLAND ---

K-1 Timeline 4 months, 19 days 03-10-08 VSC to 7-29-08 Interview London

10-05-08 Married

AOS Timeline 5 months, 14 days 10-9-08 to 3-23-09 No interview

Removing Conditions Timeline 5 months, 20 days12-27-10 to 06-10-11 No interview

Citizenship Timeline 3 months, 26 days 12-31-11 Dallas to 4-26-12 Interview Houston

05-16-12 Oath ceremony

The journey from Fiancé to US citizenship:

4 years, 2 months, 6 days

243 pages of forms/documents submitted

No RFEs

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