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elmcitymaven
I'm taking advantage of the IRS 'drop-in' service tomorrow at the Embassy, as
  1. I am totally confused what forms I should be using for backfiling taxes (I was an ignoramus and never filed for the 11 years I've been over here) so I can do the I-864; and
  2. I have a very convoluted situation regarding my filing status (do I really have to get an ITIN for my ex-husband for 2004 and 2005 if he won't comply with giving any info to the IRS?).

Anyhoo...has anyone taken advantage of this service in person before, as opposed to just phoning in? I've heard good things about it, but any advice would be appreciated!
elmcitymaven
Well, I made my little visit to the IRS office today over in Grosvenor Square. What a shocker...a visit to the Embassy that didn't involve me getting p*ssed off at some wanker who works there, a first! I'll give a brief run-down for those of you with outstanding tax returns still to file.

Got to the Embassy around 2pm, looking in an absolute state from running around a very muddy Hyde Park in the morning with my husband and the nine dogs he walks as one of his umpteen jobs -- I was covered in muddy paw prints and and slobber! There was the usual incredibly long queue for visas, but I was directed to jump the first queue and join one of the shorter ones, mine was for USCs only. I waited about 15 minutes, having to listen to possibly the most banal conversation EVER between the two dual national Dutch-Americans (I think) behind me about the black cabs that went by us, and how some of them had "Dial-A-Cab" written on them, and what number would you call if you needed one, and if the houses in Grosvenor Square were all single-family...AAAAGHHH!!! If that was you behind me, I apolgise, but truly you are boring.

Anyway, I was called in the security portakabin by a VERY surly young British man, dumped my BlackBerry for safekeeping and did the whole security check thing. After that, I just bounded up the stairs and into the embassy, and went downstairs to the IRS. I was prepared for a long wait, with a book, my knitting and the new issue of Heat, but I was the only person there besides the staff. Spooky! I was helped by a middle-aged African-American man, who was genuinely helpful and funny. I told him I had two issues -- first off, I haven't filed for the 11 years I've lived in the UK (oops!). He said to his colleague, "Okay Phil, get the cuffs!!!" He explained I only had to file for 2004-2006, and he spent some time explaining to me that I needed to complete forms 1040 and 2555-EZ, the Foreign Earned Income Exclusion form, which he gave me for all three years.

I then explained that I was in a bit of a weird situation, in that I have been married for all three of those years, but two of them I was married to one UK citizen and one of them to a second one. (Clearly I have some sort of British man fetish! blush.gif) I asked if this was going to be a problem because I understood I needed to have ITINs for the non-resident alien spouse if I was filing married but separately, and my ex was refusing to disclose any info to the IRS so I didn't see how I could get him one. The Taxman cut me off and told me the following (this is the important bit): I not only did NOT have to have an ITIN for my ex if I was married filing separately, but I also didn't need one for Bruce, the current (and final!) husband even though we were also going through the DCF process right now. He said that as Bruce would be getting a Social Security number later this year, there was no need to get an ITIN for him. I would only need to get ITINs if I was looking to use either of the husbands as a deduction and I was married filing jointly. I said, eh, not worth it to get the deduction. So one less bit of paper to deal with...result!!! The Taxman said to write "NRA" for Non-Resident Alien (I said, "ooh, like National Rifle Association?" I am such a dork. tongue.gif) in the boxes for the SSN.

He also told me that when I had them complete, I should come back to the IRS office and file them there so they could make official copies of the returns for use with our CR-1 application. I thanked him profusely for all his help, and I was in and out in 15 minutes (most of that taken up with him trying to track down a copy of the 1040 instructions for 2005, which were AWOL). Totally amazing!
Happy Bunny
Wow that's great info, I'm sure it'll be of help to someone in future.

Thx for taking the time to write it all out. And congrats on the easy experience
UK UK



What a great story! Makes me want to file my taxes in London to give them some work! LOL I usually file to the Texas address.

glad everything went well for you.


Lisa smile.gif
justbee
hi,

has anyone called the IRS office at the US embassy in london from the states?
i am hoping to get thru in the morning to see if they can help me backfile for 2006.
does anyone know if they can help me from the states? or should i just call the US irs number and do the backfiling here.

anyone have any idea?

cheers,
bee
Dr_LHA
So how come you only have to file 1040s for the past 3 years?
Disco
QUOTE(elmcitymaven @ Mar 6 2007, 12:24 PM) *
Clearly I have some sort of British man fetish! blush.gif


Me too good.gif

Mmmmmm British men
Gwen666
Whoa. I didn't even know there was an IRS office here!

...how do you go about making an appointment to speak with them? I was going to wait until my next visit to the US to file, but since we're getting ready to file sooner is probably better...
elmcitymaven
QUOTE(justbee @ Aug 7 2007, 01:18 AM) *
hi,

has anyone called the IRS office at the US embassy in london from the states?
i am hoping to get thru in the morning to see if they can help me backfile for 2006.
does anyone know if they can help me from the states? or should i just call the US irs number and do the backfiling here.

anyone have any idea?

cheers,
bee


I've never called from the States, but the only real problem I can foresee with that plan is that the office is only open 9am-12pm London time -- set your alarm clock! Otherwise, yes, call the US-based IRS line.

It really is easy to do the backfiling, especially as (I think) all the years in question were ones in which you were living in the UK. For those years, you do not need to produce documentary evidence of your income beyond that which you state on the 1040 and the 2555-EZ -- obviously, you won't have any W2s. It *may* be complicated if you had interest-bearing accounts open in the US or earned anything from a US employer, in which case you really do need to speak to a specialist.

Forms and instructions for 2004/05/06 are easily found -- here's 2004 for example: http://www.irs.gov/formspubs/article/0,,id=141439,00.html. There's no reason why you can't do it yourself, but if you feel safer calling, you really should. Good luck! good.gif
Candace
QUOTE(elmcitymaven @ Mar 6 2007, 12:24 PM) *
If that was you behind me, I apolgise, but truly you are boring.


laughing.gif laughing.gif laughing.gif
Maven, I have absolutely nothing constructive to add to your thread but I wanted to thank you for my first laugh out loud of today <3
elmcitymaven
QUOTE(Candace @ Aug 7 2007, 02:29 PM) *
QUOTE(elmcitymaven @ Mar 6 2007, 12:24 PM) *
If that was you behind me, I apolgise, but truly you are boring.


laughing.gif laughing.gif laughing.gif
Maven, I have absolutely nothing constructive to add to your thread but I wanted to thank you for my first laugh out loud of today <3


Glad to be of service -- I aim to please!!! blush.gif
elmcitymaven
QUOTE(Gwen666 @ Aug 7 2007, 10:09 AM) *
Whoa. I didn't even know there was an IRS office here!

...how do you go about making an appointment to speak with them? I was going to wait until my next visit to the US to file, but since we're getting ready to file sooner is probably better...



No need to make an appointment -- just turn up with your US passport and Bob's your uncle (or, as it's America, Sam's your uncle?)! Tuesday-Thursdays only, and be prepared to wait in the general queue until you get to the marshal who will point you to the US citizen queue. After that (usually very few USC's on their lonesome) you'll get in quickly. MUCH faster than waiting to get in for a visa interview.
Dr_LHA
QUOTE(Disco @ Aug 6 2007, 11:04 PM) *
QUOTE(elmcitymaven @ Mar 6 2007, 12:24 PM) *
Clearly I have some sort of British man fetish! blush.gif


Me too good.gif

Mmmmmm British men

Its a tough job being irresistable but someone has to do it.
liz_legend 'n Ol
good luck!
Gwen666
QUOTE(elmcitymaven @ Aug 7 2007, 02:48 PM) *
QUOTE(Gwen666 @ Aug 7 2007, 10:09 AM) *
Whoa. I didn't even know there was an IRS office here!

...how do you go about making an appointment to speak with them? I was going to wait until my next visit to the US to file, but since we're getting ready to file sooner is probably better...



No need to make an appointment -- just turn up with your US passport and Bob's your uncle (or, as it's America, Sam's your uncle?)! Tuesday-Thursdays only, and be prepared to wait in the general queue until you get to the marshal who will point you to the US citizen queue. After that (usually very few USC's on their lonesome) you'll get in quickly. MUCH faster than waiting to get in for a visa interview.



Wicked! Thanks.
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