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Topic: Really basic tax question (W2's?)  (Read 1011 times)

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Really basic tax question (W2's?)
« on: March 12, 2012, 06:58:37 PM »
I've never filed taxes from here before as I don't work. I'm thinking about filing this year (as well as back taxes) because not having filed is just stressing me out :) What I am wondering about is how do I include my hubby's info if there are no W2's?

Ugh, I wish I could just hire a professional to do all of this for me but I can't really afford it unless I suddenly get loads back, haha.


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Re: Really basic tax question (W2's?)
« Reply #1 on: March 12, 2012, 07:19:46 PM »
More information please.

What is the citizenship of yourself and your husband?
What acounts, investments and income do you have in UK and US?


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Re: Really basic tax question (W2's?)
« Reply #2 on: March 12, 2012, 08:13:47 PM »
Sorry. I'm dual US/UK and he is UK. We also have a US/UK son born last year.

We have a few checking/savings accounts in the UK but none that have gone over the $10k threshold. My husband makes ~£40k/year before UK taxes.


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Re: Really basic tax question (W2's?)
« Reply #3 on: March 12, 2012, 09:02:07 PM »
If you do married filing separately you don't have to put his income in at all. I think you're a bit nuts to file if you don't have to though!
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Re: Really basic tax question (W2's?)
« Reply #4 on: March 12, 2012, 09:12:11 PM »

We have a few checking/savings accounts in the UK but none that have gone over the $10k threshold.

You probably know that its the aggregate of all your accounts for the $10k threshold and FBAR reporting


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Re: Really basic tax question (W2's?)
« Reply #5 on: March 12, 2012, 10:27:57 PM »
But electing to file jointly might result in refundable child credits - its worth doing the maths for this.


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Re: Really basic tax question (W2's?)
« Reply #6 on: March 12, 2012, 10:46:34 PM »
Have had a look at turbotax and it has only brought up more questions! :)

How long does it take to get an ITIN number? It asks for my son's SS# as well but we've not actually made it to London to register his birth yet, is that something we would have to do before filing?

In regards to the original question, would all of my husband's income go in the foreign income bit instead of W2 salary bit?


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Re: Really basic tax question (W2's?)
« Reply #7 on: March 12, 2012, 10:55:00 PM »
Are you both electing to file jointly? If so, your husband will need an ITIN and you are missing 1 SSN so you can't file yet.


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Re: Really basic tax question (W2's?)
« Reply #8 on: March 13, 2012, 12:21:23 AM »
This is really being over complicated.  If you don't earn anything, just file married filing separately and put a bunch of zeros on your return.  Why even consider filing jointly with your spouse or claiming your child as a dependent?

I do appreciate the advise that you can get a refundable tax credit but you are going to need to get your spouse and your child ITIN/SSNs, you are going to need to elect to file jointly with your spouse which means you have to continue to do so unless you revoke (and you can't elect and revoke at will) and you are going to need to learn how to file compex US tax returns which are way harder than just figuring out a W-2 equivalent.  This may not be worth it.


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Re: Really basic tax question (W2's?)
« Reply #9 on: March 13, 2012, 02:13:29 AM »
This is really being over complicated.  If you don't earn anything, just file married filing separately and put a bunch of zeros on your return.  Why even consider filing jointly with your spouse or claiming your child as a dependent?



+1, if you value a simple life and love your spouse enough not to introduce them to the wonderful world of IRS tax filing, I'd just file "married filing separately" as Sara Smile says.  In years to come you can spend lovely evenings with your children doing 1040s while your UK spouse wonders what those crazy Americans are doing. It will be a bonding experience for you an the kids.


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