Trouble obtaining UK Tax records from USA

[corvusheart 163]

My husband and I are trying to access his UK tax records from here in America. He is from England. We need his tax records because we need to amend our 2014 taxes because we didn't know at the time he had to report worldwide income. He only made a bit of income in the UK before moving to America in 2014 (just under $3000). He was a carer in the UK. We found out a way to access his tax records online but we could not access them because he doesn't have his national insurance number. So he called and requested over the phone to have it sent here. They had to send it by post for security reasons. A month later we finally have it and he made a profile on the HM Revenue and Customs website and entered his name and insurance number alas no luck. It said we cannot confirm your identity. So he tried using Uk.verify after that. And it said they couldn't verify him because hes been out of the country for over a year. How on earth do we obtain his tax records? We want to get these taxes amended asap but we keep running into obstacle after obstacle. Anyone here have any experience with this?

[blk 87]

12 minutes ago, corvusheart said:

My husband and I are trying to access his UK tax records from here in America. He is from England. We need his tax records because we need to amend our 2014 taxes because we didn't know at the time he had to report worldwide income. He only made a bit of income in the UK before moving to America in 2014 (just under $3000). He was a carer in the UK. We found out a way to access his tax records online but we could not access them because he doesn't have his national insurance number. So he called and requested over the phone to have it sent here. They had to send it by post for security reasons. A month later we finally have it and he made a profile on the HM Revenue and Customs website and entered his name and insurance number alas no luck. It said we cannot confirm your identity. So he tried using Uk.verify after that. And it said they couldn't verify him because hes been out of the country for over a year. How on earth do we obtain his tax records? We want to get these taxes amended asap but we keep running into obstacle after obstacle. Anyone here have any experience with this?

 

 

Hi 

I think that you will find that as he was not a resident of the USA at the time of earning this money he does not have to declare it, I was in the same situation & I was told by the people that did our tax in 2014 that I didn't have to declare it, you only have to declare worldwide income if at the time of earning it you were a permanent resident of the USA or a Citizen.

 

Brian   

[corvusheart 163]

I appreciate your reply but I read if you file taxes jointly with us citizen spouse you are considered a resident for tax reasons even though he wasn't an actual us resident yet meaning his worldwide income had to be declared.

[blk 87]

1 minute ago, corvusheart said:

I appreciate your reply but I read if you file taxes jointly with us citizen spouse you are considered a resident for tax reasons even though he wasn't an actual us resident yet meaning his worldwide income had to be declared.

Hi,

 

Have you been & seen a tax rep about this 

[corvusheart 163]

 They said they need to look at his docs first which we are having trouble obtaining. In the last topic I made on VJ everyone verified that we do in fact need to report his worldwide income. So are you saying you didn't report yours?

[blk 87]

1 hour ago, corvusheart said:

 They said they need to look at his docs first which we are having trouble obtaining. In the last topic I made on VJ everyone verified that we do in fact need to report his worldwide income. So are you saying you didn't report yours?

When we went to do our first joint tax file I told the tax pro about the income that I had earned in UK up until the end of December 2013 & as I was not a permanent resident until April 2014 that's when we filed as I had my G/C by then, I was told that I didn't make enough back in the UK to be included, also there is an exemption amount for worldwide income.

If has his P45 that should be ok as that's what I showed the tax pro.    

Edited May 23, 2017 by blk

[corvusheart 163]

Whats the exemption amount? What does it have to be under to not count? My husband made under $3000 in US dollars.

[blk 87]

2 minutes ago, corvusheart said:

Whats the exemption amount? What does it have to be under to not count? My husband made under $3000 in US dollars.

I have just googled it & it said for 2014 the exclusion amount was $99,200.00

[Lemonslice 4,715]

2 minutes ago, blk said:

I have just googled it & it said for 2014 the exclusion amount was $99,200.00

Unfortunately, I am afraid you will add confusion to the thread.  The exclusion amount might be correct, but income might still need to be declared, it might then not be taxable.  Having to declare is different than having to pay taxes.  

[blk 87]

1 minute ago, Lemonslice said:

Unfortunately, I am afraid you will add confusion to the thread.  The exclusion amount might be correct, but income might still need to be declared, it might then not be taxable.  Having to declare is different than having to pay taxes.  

I was asked a question & gave the answer from my own experience, & I did tell the tax pro about my income & was told that it was not enough to be included as it came under the exclusion amount. 

[corvusheart 163]

  Did you have to fill out any foreign income exclusion forms at all? Or was it done like a normal return?

Edited May 23, 2017 by corvusheart

[blk 87]

8 minutes ago, corvusheart said:

DIf you have to full out any foreign income exclusion forms at all? Or was it done like a normal return?

Well in my case they just did a normal return I was classed as a dependent due to me not having a job at the time,

I can only say what happened to us when we first did a joint return, if the tax pro in any way messed up then we will have a word with them, it's a very big national company lol.  

You can always have a talk with another tax pro to get a second opinion. 

Edited May 24, 2017 by blk

[corvusheart 163]

We went with H & R block. We are going to still try to get his tax records and see what the tax rep says once we get them. I just wish they didn't make it so hard to obtain tax records.

[blk 87]

1 minute ago, corvusheart said:

We went with H & R block. We are going to still try to get his tax records and see what the tax rep says once we get them. I just wish they didn't make it so hard to obtain tax records.

If your husband has his P45 from his last job or better still his P60 this should be good, if not try contacting his last employer & ask them if they can help with these doc's at all. 

[corvusheart 163]

 He doesn't have any of these forms hence why we had to get his national insurance number mailed here. His last employer was the Carers allowance he was a carer for a family member. It counted as a benefit that was taxable. I just hope we don't have to wait for another letter that takes a month to get here. Since we just want to be done with this.

Edited May 24, 2017 by corvusheart