Form 2555, Foreign Earned Income...

[Necrotica 0]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

[Necrotica 0]

Ok, I think I may have figured out the 330-day thing... according to Publication 54, "your 12-month period must be made up of consecutive months. Any 12-month period can be used if the 330 days in a foreign country fall within that period", so we could use August 31st, 2006 to August 31st, 2007. But that means I'll need to know exactly how much Réjean made based off his paychecks, and I don't think he kept a copy of his pay stubs. *rips hair out*

[Chica Yeyé 41]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

Doesn't he have his T4's?

Rejean qualifies under the 12 month period thingy, just like I did.

I wrote down my employer's information, but don't remember what did I do with MY foreign address.

[Necrotica 0]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

Doesn't he have his T4's?

Rejean qualifies under the 12 month period thingy, just like I did.

I wrote down my employer's information, but don't remember what did I do with MY foreign address.

He has his T4, but just for 2007. If we go with the time period 8/31/06 - 8/31/07, wont I need his income for 8/31/06 - 12/31/06?

[Chica Yeyé 41]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

Doesn't he have his T4's?

Rejean qualifies under the 12 month period thingy, just like I did.

I wrote down my employer's information, but don't remember what did I do with MY foreign address.

He has his T4, but just for 2007. If we go with the time period 8/31/06 - 8/31/07, wont I need his income for 8/31/06 - 12/31/06?

I hope not sister - I used the period 10/03/06 to 10/03/07 and only attached copies of my recent T4s.

[Necrotica 0]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

Doesn't he have his T4's?

Rejean qualifies under the 12 month period thingy, just like I did.

I wrote down my employer's information, but don't remember what did I do with MY foreign address.

He has his T4, but just for 2007. If we go with the time period 8/31/06 - 8/31/07, wont I need his income for 8/31/06 - 12/31/06?

I hope not sister - I used the period 10/03/06 to 10/03/07 and only attached copies of my recent T4s.

Ok. Looks like that's what I'll do, too.

Did you file for the housing deduction, too? That's another thing I'm confused about...

[one_day_at_a_time 0]

Hey, everyone. I need more help.

Background info again: Réjean worked from January 1st, 2007, to August 24th, 2007, earned a gross income of $15,674.21, then moved to the USA on August 31st, 2007. He received no EI, had no RRSPs, and did not work in the USA. We have no children/dependents.

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

I am so, so confused. PLEASE HELP ME!

Part I, Question 1 asks for his foreign address and foreign employer information. Do we put his old address and old employer information down there even though he doesn't live and work there anymore?

Part I, Question 1:

I put in the address at which I lived during that part of 2007 before I moved to the U.S.

Part I, Question 3 and 4b:

Employer name and address where I worked during that part of 2007

Part 1, Question 9 asks to list his tax homes during the tax year and dates established. Do they just want "Canada" or his full physical address?

I put Ontario, Canada (because that was my tax home during that part of 2007 before I moved to the U.S.) and the date established is 01/01/2007 (even though my tax home was established prior to 01/01/2007, we are only concerned with the tax year 2007)

Part 2, Question 13a asks if he's submitted a statement to the foreign country where he claimed bna fide residence that he is not a resident of this country. How do we answer that? He sent in his "leaving Canada" tax return. It says if we answer "yes", then we cannot use the form.

The answer is "NO" because he was, I assume as I was, a resident of that country during that part of 2007

Réjean spent 243 days in Canada (1/1/07 - 8/31/07) last year before he moved here, so that does not seem to meet the 330-day physical presence test; however, the instructions say "for at least 330 full days during any period of 12 months in a row", so does that mean we can count the year 2006, as well? So on Line 16, we can put down 1/1/06 - 12/31/06 (or 8/31/07)?

If you are qualifying under the Bona Fide Resident Test there is no need to fill in any portion of Part III (as the comment on the form just above Part II clearly states "complete either Part II OR Part III"). In Part II, question 10, I put the Date bona fide residence began as from my date of birth and ended the date I moved to the U.S.

End result was, the IRS accepted the Form as I completed it because today we got our very lovely cheque in the mail

Hope this helps

[Chica Yeyé 41]

Nope, I just filed for the income exclusion; not the housing one.

Mind you, I had my taxes revised by GOD himself and he said "run with it". I'll try to get a hold of you PM tonight with more info.

[Necrotica 0]

One last question, then it's done...

What do I do with question 15c? It asks, "Did your visa limit the length of your stay or employment in a foreign country?" It then gives a yes or no checkbox. Réjean is a Canadian citizen, so this does not apply. What do I do, check no? Or not check anything? Or not check anything plus write N/A off to the side?

[one_day_at_a_time 0]

One last question, then it's done...

What do I do with question 15c? It asks, "Did your visa limit the length of your stay or employment in a foreign country?" It then gives a yes or no checkbox. Réjean is a Canadian citizen, so this does not apply. What do I do, check no? Or not check anything? Or not check anything plus write N/A off to the side?

The answer is N/A (since he was not in the foreign country on a visa)