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Topic: USC filing tax first time in UK  (Read 2849 times)

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USC filing tax first time in UK
« on: January 04, 2018, 11:58:49 AM »
Hello everyone,

I would really appreciate your help ignoring you could advise me on the tax process for me.

I am a USC and moved to the UK in July 2017. I didn’t work the whole year of 2017. But I was advised that I still should file a US tax return.

Can you please tell me any Accountants in London that can help me file my return? I am not sure how to do it and would appreciate any help. I tried searching for H&R Block in London but couldn’t find one.

Also, do I File as married filing separately because obviously my husband is a UKC and don’t want him to be liable for any US tax. In this case, would he need a ITIN? He does not have any income in the US.
Any help would be appreciated.

Thanks,
Nazzy
« Last Edit: January 04, 2018, 12:20:10 PM by Nazzy »


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Re: USC filing tax first time in UK
« Reply #1 on: January 04, 2018, 12:57:34 PM »
Nazzy - if you did not work in the UK you would file the same as you did when in the States. However, you will have to wait to file until you have a qualifying 330 day period overseas before you could file claiming exemption from the healthcare penalty.  You may separately need to file an FBAR.

Will it save you tax if your NRA spouse has an ITIN?


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Re: USC filing tax first time in UK
« Reply #2 on: January 04, 2018, 01:23:39 PM »
I filed Single last year for 2016 as I was living in the state and the Accountant suggested filing Single and to switch to married when I moved to the UK.

My husband does not want to be included int he US return at all. Therefore, I don’t want him to get an ITIN or put any of Hosna details there.


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Re: USC filing tax first time in UK
« Reply #3 on: January 04, 2018, 01:49:03 PM »
Sounds pretty simple if she didn't work in 2017 and doesn't want the husband on the taxes. In 4 years I will be trying to take my wife off my US taxes since it won't help me to use her as filing jointly at that point. No need for an accountant at all unless there is something else involved?
Fred


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Re: USC filing tax first time in UK
« Reply #4 on: January 04, 2018, 01:54:34 PM »
No nothing else is involved. I am just worried if we have to get him an ITIN.


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Re: USC filing tax first time in UK
« Reply #5 on: January 04, 2018, 02:04:47 PM »
If you were married in 2016 but filing as Single the IRS could treat this as fraudulent. You may need to amend the 2016 return so you arrive at the correct tax for Married Filing Separate.


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Re: USC filing tax first time in UK
« Reply #6 on: January 04, 2018, 02:08:02 PM »
I don't see why you would need one then. My wife had an ITIN....and then a SS number....but I use her on my US taxes.....which is to my benefit for the next 4 years. All the money we have coming in is from my side of things. After the 4 years she will be bringing in a little money.....but by taking her off my US taxes at that time she only has to worry about her income here. guya is good and knowing the details, and there are a couple other people on the site who are pretty knowledgeable as well.  From what I have seen, you would be wasting money to not just do your taxes yourself.....I do, and I'm an idiot.
Fred


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Re: USC filing tax first time in UK
« Reply #7 on: January 04, 2018, 02:28:35 PM »
Now I'm beginning to question what I've been doing these last years...

I'm USC, married to a UKC.  He works full time in the UK, and other than marrying me in 2013, has no ties to the US (he's never even been to the US!).  I have been retired for some years, and my income is from a modest pension in the US.  Before the marriage, I filed as "single" every year.  Now I file as "married filing separately".  For my spouse's information, I provide his name and for SSN/ITIN, I put NRA (for "non-resident alien").  We don't have any joint accounts, because it's much simpler to just keep our assets separate.  He owns the house (and the mortgage... sucker!), and I just live in it.  I started filing FBAR last year based only on my personal accounts when they reached $10,000 combined.  I'm fine/up to date, right?
9/1/2013 - "fiancée" (marriage) visa issued
4/6/2013 - married (certificate issued same-day)
5/6/2013 - FLR(M)#1 in person -- approved!
8/1/2016 - FLR(M)#2 by post -- approved!
8/5/2018 - ILR in person -- approved!
22/11/2018 - Citizenship (online, with NDRS+JCAP) -- approved!
14/12/2018 - I became a British citizen.  :)


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Re: USC filing tax first time in UK
« Reply #8 on: January 04, 2018, 03:35:07 PM »
Nazzy - if you did not work in the UK you would file the same as you did when in the States. However, you will have to wait to file until you have a qualifying 330 day period overseas before you could file claiming exemption from the healthcare penalty. You may separately need to file an FBAR.

Will it save you tax if your NRA spouse has an ITIN?

How does this work? If she files in August 2018 for tax year 2017 she pays no penalty but if she files in June for tax year 2018 she will have to pay the penalty?

I ask because my son arrived in the UK in September 2017 and was immediately covered by the NHS so should he wait until October 2018 before filing? (He is dual USC/UKC)
Dual USC/UKC living in the UK since May 2016


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Re: USC filing tax first time in UK
« Reply #9 on: January 04, 2018, 03:52:03 PM »
I ask because my son arrived in the UK in September 2017 and was immediately covered by the NHS so should he wait until October 2018 before filing? (He is dual USC/UKC)
NHS coverage is not qualifying insurance for the purposes of avoiding the ObamaCare penalty.


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Re: USC filing tax first time in UK
« Reply #10 on: January 04, 2018, 04:01:52 PM »
so, I m thinking of filing my return on turbo tax. It said on their website that I would have to mail the tax return with a return label.

Also, do you file only the federal tax or also state tax or city tax?


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Re: USC filing tax first time in UK
« Reply #11 on: January 04, 2018, 04:22:52 PM »
NHS coverage is not qualifying insurance for the purposes of avoiding the ObamaCare penalty.

Thanks, I know that but the question I really want answering is

How does this work? If she files in August 2018 for tax year 2017 she pays no penalty but if she files in June for tax year 2018 she will have to pay the penalty?

because my son is in a very similar situation.
Dual USC/UKC living in the UK since May 2016


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Re: USC filing tax first time in UK
« Reply #12 on: January 04, 2018, 04:38:45 PM »
Thanks, I know that but the question I really want answering is

because my son is in a very similar situation.
Avoidance of the penalty for those abroad follow the rules for Sec. 911 (FEIE). File for an extension until October, and by then the individual will qualify for Sec. 911, and at the same time, qualify for option "C" on 8965.


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Re: USC filing tax first time in UK
« Reply #13 on: January 04, 2018, 04:51:02 PM »
Avoidance of the penalty for those abroad follow the rules for Sec. 911 (FEIE). File for an extension until October, and by then the individual will qualify for Sec. 911, and at the same time, qualify for option "C" on 8965.

Excellent - thanks.
Dual USC/UKC living in the UK since May 2016


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Re: USC filing tax first time in UK
« Reply #14 on: January 04, 2018, 05:04:29 PM »
Do I put my UK address or my US address (parents house).

Thanks


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