I-864 for Sponsor not living in U.S.

[Erin and Muraari 0]

Hello Again

You are right in that 3 years will do. Also you will probably find it easier to work forward rather than backward when it comes to the 3 years of taxes. This is basically becasue of 25550EX where you are asked when was the last year you used the foreign income exclusion. By the way please note that you can only use the 2555-EZ for previous years readily if you do not owe anything to the IRS. There is this wierd clause (see pub 519) where you can sue it for previous years if you owe taxes to IRS provided you file before they catch you. Odd I know...

Cheers

Muraari

Hello All

Actually my fiancee is in the exact same position. We only documented her US citizenship a few months ago by applying for a passport based ont he fact that her mother was a US citizen....

Muraari

Hi Muraari

Thanks for the info, you are indeed in the same situation we are. After posting this I called the IRS to see what I needed to file (I was on the phone for 74 minutes!) he basically read me all of the documentation....about 5 minutes of the information was required.

Anyway, I have already completed my 2006 return, just waiting for my SSN to show up (should be this week) and I will then send it in.

He basically alluded to the fact that I would probably only need to file 3 years worth of returns as that is the "assessment period". I'll file the 2006 right away then get to the others, taxes are boring. I've read quite a few USCIS documents stating they will probably only require a transcript from the last tax year, although I do know that they might ask for 3.

What might be of interest, for those of you with basic returns - he told me I need to file a 1040, F2555-EZ and an F8891-for RRSP funds (I took some money out of my RRSP last year and apparently you have to have one of these for each year you contribute or take out money). There are of course variations, all I have is employment income basically and the RRSP and I fit their criteria to use the F2555-EZ as opposed to the full form. The info on their website is pretty straight forward.

As for the 'domicile/residency' issue - we are just going to give them the address we are going to be living at, with my Sister.

Thanks again for the info!