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Rob1980
Okay, a bit of background first...

I arrived in the US April 7th on a K-1 visa.
We married June 22nd.
My Permanent Resident Card says resident since October 16th.

So when we file taxes for 2007 we can file jointly and I'm filling in 2555EZ to give my foreign earned income.

I pass the bona fide residence test, but I'm not sure when I should say that residence ended in answer to question 1b on the form? Is it when I left the UK? Is it when I am actually a resident in the US?

It also asks me to list my 'tax homes' and the dates they were established (question 11a). I presume the same dates as for the residence test apply? So my tax home from Jan 1st is my address in the UK, but what date is the US my tax home from?

And what day would I say I arrived in the US for question 12?

Thanks
one_day_at_a_time
QUOTE(Rob1980 @ Mar 18 2008, 10:45 PM) *
Okay, a bit of background first...

I arrived in the US April 7th on a K-1 visa.
We married June 22nd.
My Permanent Resident Card says resident since October 16th.

So when we file taxes for 2007 we can file jointly and I'm filling in 2555EZ to give my foreign earned income.

I pass the bona fide residence test, but I'm not sure when I should say that residence ended in answer to question 1b on the form? Is it when I left the UK? Is it when I am actually a resident in the US?

It also asks me to list my 'tax homes' and the dates they were established (question 11a). I presume the same dates as for the residence test apply? So my tax home from Jan 1st is my address in the UK, but what date is the US my tax home from?

And what day would I say I arrived in the US for question 12?

Thanks


My answer to when my bona fide residence ended was the date I entered the U.S. on the K-1 Visa.

For tax home, I put "Ontario, Canada" from 01/01/2007.

For question 12, I put in the Arrival & Departure dates for the times I visited during 2007 prior to the actual residence date.
Rob1980
QUOTE(one_day_at_a_time @ Mar 22 2008, 07:12 PM) *
My answer to when my bona fide residence ended was the date I entered the U.S. on the K-1 Visa.

For tax home, I put "Ontario, Canada" from 01/01/2007.

For question 12, I put in the Arrival & Departure dates for the times I visited during 2007 prior to the actual residence date.


Thanks!

So you didn't put down the US as being your tax home from x date then?

And you didn't put the date you entered the US on the K-1 in question 12?
one_day_at_a_time
QUOTE(Rob1980 @ Mar 24 2008, 11:07 AM) *
QUOTE(one_day_at_a_time @ Mar 22 2008, 07:12 PM) *
My answer to when my bona fide residence ended was the date I entered the U.S. on the K-1 Visa.

For tax home, I put "Ontario, Canada" from 01/01/2007.

For question 12, I put in the Arrival & Departure dates for the times I visited during 2007 prior to the actual residence date.


Thanks!

So you didn't put down the US as being your tax home from x date then?

And you didn't put the date you entered the US on the K-1 in question 12?


I did not put down the US as being my tax home from x date. I reviewed this a couple of different times with the help (or non-help, however each individual views it) line at the IRS and came to the conclusion that my tax home was that of my employer.

I did not put the date entered in question 12 because that date is established in question 1b.

Of course, you may get differing opinion, but I figure that I'll get a a response from the IRS if there are issues and they will be addressed and corrected/changed as necessary. As far as I'm concerned, I answered the questions to the best of my ability and as truthful as possible.

Good Luck
Rob1980
QUOTE(one_day_at_a_time @ Mar 24 2008, 05:12 PM) *
I did not put down the US as being my tax home from x date. I reviewed this a couple of different times with the help (or non-help, however each individual views it) line at the IRS and came to the conclusion that my tax home was that of my employer.

I did not put the date entered in question 12 because that date is established in question 1b.

Of course, you may get differing opinion, but I figure that I'll get a a response from the IRS if there are issues and they will be addressed and corrected/changed as necessary. As far as I'm concerned, I answered the questions to the best of my ability and as truthful as possible.

Good Luck


That makes sense I suppose.

Thanks for the help, we'll get the forms filled in and sent off ASAP.
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