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Topic: Filing status  (Read 1063 times)

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Filing status
« on: February 25, 2014, 12:13:58 PM »
My husband is retired and a US citizen, I am a UK citizen and we live in UK. What should his filing status be on his tax return. His only income is his social security from US and a little interest from UK and US. We have been married a number of years. We get very confused whether he should be filing as single or head of household or what.
Please help.


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Re: Filing status
« Reply #1 on: February 25, 2014, 12:23:47 PM »
Most folks in that situation would use married filing separately. Single is not allowed because he is married!


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Re: Filing status
« Reply #2 on: February 25, 2014, 12:26:06 PM »
Your husband can file "Married separately" or "Married jointly".  As he is married "Head of Household" and "Single" are not an options. Here is a tool to help

http://www.irs.gov/uac/What-is-My-Filing-Status%3F


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Re: Filing status
« Reply #3 on: February 25, 2014, 12:31:55 PM »
Most folks in that situation would use married filing separately. Single is not allowed because he is married!

Yes for simplicity most people choose "married filing separately".

However, I wonder if your husband even needs to file a US tax return. His US SS is only taxable in the UK and if his interest income is less than $3900 (if he files married separately) he does not need to file US taxes.


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Re: Filing status
« Reply #4 on: February 25, 2014, 03:21:53 PM »
nun,
I've read several threads on this topic on various sites...the issue of to file or not to file if you're below the $ levels.  Some seem to say it's a good idea to go ahead & file (even if you don't technically have to) just incase you ever come under question by the IRS...ie, it can be a pain to go back over the years to show why you didn't file.  Do you think that's a valid concern?  Thanks for your input~
Jan 2012  >  stars aligned & we met online
Feb 2012 - May 2013  >  lots of back & forth 
May 2013  >  biometrics & fiancé application
Jun 2013  >  fiancé visa approved (5 wk process w/o priority)
Oct 2013  >  married in the Peak District
Nov 2013 > FLR(M) approved (Croydon PEO)
Apr 2016 > FLR(M) approved (Croydon PEO)


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Re: Filing status
« Reply #5 on: February 25, 2014, 05:23:23 PM »
nun,
I've read several threads on this topic on various sites...the issue of to file or not to file if you're below the $ levels.  Some seem to say it's a good idea to go ahead & file (even if you don't technically have to) just incase you ever come under question by the IRS...ie, it can be a pain to go back over the years to show why you didn't file.  Do you think that's a valid concern?  Thanks for your input~

I'd file taxes every year as you might get tax credits and it keeps you up to date with informational requirements like FBAR and FATCA.


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Re: Filing status
« Reply #6 on: February 25, 2014, 06:37:53 PM »
I'd file taxes every year as you might get tax credits and it keeps you up to date with informational requirements like FBAR and FATCA.

Great, thanks!
Jan 2012  >  stars aligned & we met online
Feb 2012 - May 2013  >  lots of back & forth 
May 2013  >  biometrics & fiancé application
Jun 2013  >  fiancé visa approved (5 wk process w/o priority)
Oct 2013  >  married in the Peak District
Nov 2013 > FLR(M) approved (Croydon PEO)
Apr 2016 > FLR(M) approved (Croydon PEO)


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