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Ayrton

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  1. Like
    Ayrton got a reaction from Wuozopo in Questions On How to Report Worldwide Income   
    Tax treaty not required to exclude foreign earned income.
  2. Like
    Ayrton got a reaction from ROK2USA in Questions On How to Report Worldwide Income   
    Tax treaty not required to exclude foreign earned income.
  3. Like
    Ayrton got a reaction from Chancy in Do we need to submit Form I-693?   
    Then that's your choice to believe in what they say. Civil Surgeons don't work for USCIS. They want their money, that's why most of the times they will perform the whole medical when it's not required for K1, just to get the money.
     
    I'm showing what the policy is. And the policy is pretty clear when it says that it's NOT required.
  4. Like
    Ayrton got a reaction from Chancy in Stimulus payment not approved   
    Then we just found the issue.
     
    Unfortunately the worksheet for the EIP doesn't know which person received what. It only matters the number of people (spouses + dependents)
     
    In your husband's case, his household received 2800 as an advance (2 people). This year, when filing taxes, his household is still 2 people (you replaced his younger brother on the EIP worksheet calculation). He's eligible for 2800 from the 1040, but he already received 2800, so the worksheet zeros out. 
     
    Your CPA wasn't aware of how the worksheet works. Line 30 on the return should've said 0, not 1400.
     
    Unfortunately the only way for you to receive the stimulus is if you both amend to filing separately (only if you meet the resident alien requirements without the election). But that might result in your husband receiving a smaller refund/owing taxes.
  5. Like
    Ayrton got a reaction from Chancy in Am I required to declare my husband's foreign income?   
    How many more times do we need to tell you that a tax treaty (nor a GC like you mentioned earlier) is required to exclude foreign earned income when physical presence test is met?
     
    OP. Ignore the answers from JeanneAdil. They keep posting misinformation about Foreign Earned Income requirements in this forum. 
     
    If you want to file jointly, the foreign earned income must be reported, but will be excluded with form 2555. Just remember that foreign income will increase the Total Income on the return, so you might not be eligible for some credits that are income dependent, even if part of this income is being excluded. You will have to run all the calculations and see what's better for you.
  6. Thanks
    Ayrton got a reaction from Wuozopo in Stimulus payment not approved   
    Then we just found the issue.
     
    Unfortunately the worksheet for the EIP doesn't know which person received what. It only matters the number of people (spouses + dependents)
     
    In your husband's case, his household received 2800 as an advance (2 people). This year, when filing taxes, his household is still 2 people (you replaced his younger brother on the EIP worksheet calculation). He's eligible for 2800 from the 1040, but he already received 2800, so the worksheet zeros out. 
     
    Your CPA wasn't aware of how the worksheet works. Line 30 on the return should've said 0, not 1400.
     
    Unfortunately the only way for you to receive the stimulus is if you both amend to filing separately (only if you meet the resident alien requirements without the election). But that might result in your husband receiving a smaller refund/owing taxes.
  7. Thanks
    Ayrton got a reaction from powerpuff in Stimulus payment not approved   
    Most likely yes if his income was the only one in the household. He used married standard deduction for the taxes, which will now be halved when filing separately. Some credits are also not allowed for MFS. At the end of the day, you will both have to calculate if the amount he has to send back/owe is smaller than 1400.
  8. Thanks
    Ayrton got a reaction from powerpuff in Stimulus payment not approved   
    Then we just found the issue.
     
    Unfortunately the worksheet for the EIP doesn't know which person received what. It only matters the number of people (spouses + dependents)
     
    In your husband's case, his household received 2800 as an advance (2 people). This year, when filing taxes, his household is still 2 people (you replaced his younger brother on the EIP worksheet calculation). He's eligible for 2800 from the 1040, but he already received 2800, so the worksheet zeros out. 
     
    Your CPA wasn't aware of how the worksheet works. Line 30 on the return should've said 0, not 1400.
     
    Unfortunately the only way for you to receive the stimulus is if you both amend to filing separately (only if you meet the resident alien requirements without the election). But that might result in your husband receiving a smaller refund/owing taxes.
  9. Like
    Ayrton got a reaction from Chancy in Does substantial presence apply?   
    From the instructions:
     
    "You must complete either Part II or Part III of Form 2555, but not both parts.
     
    Part II
    Bona Fide Residence Test
    To meet this test, you must be one of the following.
    ...
    A U.S. resident alien who is a citizen or national of a country with which the United States has an income tax treaty in effect and who is a bona fide resident of a foreign country, or countries, for an uninterrupted period that includes an entire tax year (January 1–December 31, if you file a calendar year return). See Table 3 at IRS.gov/pub/irs-utl/ Tax_Treaty_Table%203.pdf  for a list of countries with which the United States has an income tax treaty in effect.
     
    Part III
    Physical Presence Test
    To meet this test, you must be a U.S. citizen or resident alien who is physically present in a foreign country, or countries, for at least 330 full days during any period of 12 months in a row. A full day means the 24-hour period that starts at midnight. To figure 330 full days, add all separate periods you were present in a foreign country during the 12-month period shown on line 16. The 330 full days can be interrupted by periods when you are traveling over international waters or are otherwise not in a foreign country. See Pub. 54  for more information and examples.
     
    Note.  A nonresident alien who, with a U.S. citizen or U.S. resident alien spouse, chooses to be taxed as a resident of the United States can qualify under this test if the time requirements are met. See Pub. 54  for details on how to make this choice.
     
    Line 16.  The 12-month period on which the physical presence test is based must include 365 days, part of which must be in 2021. The dates may begin or end in a calendar year other than 2021."
     
    The requirement for a tax treaty is only on Part 2, not 3.
  10. Like
    Ayrton got a reaction from Chancy in Does substantial presence apply?   
    You keep posting here in the forum that immigrants can't use form 2555 to exclude their foreign income because their home country doesn't have a tax treaty with the US. 
     
    Your comment is wrong, you don't need to have a tax treaty. For 99% of the immigrants here, in their first year they meet the physical presence test and are eligible to use form 2555.
     
    Please, stop spreading misinformation.
  11. Like
    Ayrton got a reaction from B52Boozer in Does substantial presence apply?   
    You keep posting here in the forum that immigrants can't use form 2555 to exclude their foreign income because their home country doesn't have a tax treaty with the US. 
     
    Your comment is wrong, you don't need to have a tax treaty. For 99% of the immigrants here, in their first year they meet the physical presence test and are eligible to use form 2555.
     
    Please, stop spreading misinformation.
  12. Like
    Ayrton got a reaction from ROK2USA in Does substantial presence apply?   
    From the instructions:
     
    "You must complete either Part II or Part III of Form 2555, but not both parts.
     
    Part II
    Bona Fide Residence Test
    To meet this test, you must be one of the following.
    ...
    A U.S. resident alien who is a citizen or national of a country with which the United States has an income tax treaty in effect and who is a bona fide resident of a foreign country, or countries, for an uninterrupted period that includes an entire tax year (January 1–December 31, if you file a calendar year return). See Table 3 at IRS.gov/pub/irs-utl/ Tax_Treaty_Table%203.pdf  for a list of countries with which the United States has an income tax treaty in effect.
     
    Part III
    Physical Presence Test
    To meet this test, you must be a U.S. citizen or resident alien who is physically present in a foreign country, or countries, for at least 330 full days during any period of 12 months in a row. A full day means the 24-hour period that starts at midnight. To figure 330 full days, add all separate periods you were present in a foreign country during the 12-month period shown on line 16. The 330 full days can be interrupted by periods when you are traveling over international waters or are otherwise not in a foreign country. See Pub. 54  for more information and examples.
     
    Note.  A nonresident alien who, with a U.S. citizen or U.S. resident alien spouse, chooses to be taxed as a resident of the United States can qualify under this test if the time requirements are met. See Pub. 54  for details on how to make this choice.
     
    Line 16.  The 12-month period on which the physical presence test is based must include 365 days, part of which must be in 2021. The dates may begin or end in a calendar year other than 2021."
     
    The requirement for a tax treaty is only on Part 2, not 3.
  13. Like
    Ayrton got a reaction from ROK2USA in Does substantial presence apply?   
    No it doesn't. Please read the instructions of form 2555. A tax treaty is only needed if bona fide residence test is used. If physical presence is used, there's no requirement for tax treaty.
     
     
     
  14. Like
    Ayrton got a reaction from ROK2USA in Does substantial presence apply?   
    You keep posting here in the forum that immigrants can't use form 2555 to exclude their foreign income because their home country doesn't have a tax treaty with the US. 
     
    Your comment is wrong, you don't need to have a tax treaty. For 99% of the immigrants here, in their first year they meet the physical presence test and are eligible to use form 2555.
     
    Please, stop spreading misinformation.
  15. Thanks
    Ayrton got a reaction from Wuozopo in sample text   
    A tax treaty is not required to exclude foreign income with 2555 if the immigrant meets the physical presence test. I successfully excluded my income from Brazil in 2019, even though there's no tax treaty between Brazil and US, because I met the physical presence test.
  16. Like
    Ayrton got a reaction from analitikas in sample text   
    A tax treaty is not required to exclude foreign income with 2555 if the immigrant meets the physical presence test. I successfully excluded my income from Brazil in 2019, even though there's no tax treaty between Brazil and US, because I met the physical presence test.
  17. Like
    Ayrton got a reaction from Chancy in I-864 forign income exclusion   
    You must enter exactly what the return says. If it says 0, it's 0.
     
    You might be asked for a joint sponsor though because the return numbers doesn't show "stable" work history in the US. Make sure you send as much proof as you can for current income and you might want to add an explanation that past returns show 0 because you were living abroad.
  18. Like
    Ayrton got a reaction from klam133 in 2021 Taxes   
    Yes.
  19. Like
    Ayrton got a reaction from Merica-n in Which Tax Filing Status should we use?   
    Yes. You should file jointly. But you must send a statement electing to treat her as a resident alien for the year of 2021.
  20. Like
    Ayrton got a reaction from Coco8 in 2021 Tax Filing - Stimulus   
    You're not treating him a US Citizen, you're treating him as a resident alien. He's eligible for the 3rd stimulus check as he's been considered a resident alien for 2021 and has a SSN.
  21. Like
    Ayrton got a reaction from Chancy in I-693 help, so confused!   
    Just ignore the letter. The medical for AOS comes from the K1 package we give to CBP. Whoever received your AOS package in your field office didn't realize this was AOS from K1 and issued the deficiency notice. When it's time for the interview, your K1 package should have been delivered to the local office.
  22. Thanks
    Ayrton got a reaction from Sierra TC in 2021 Tax Filing - Stimulus   
    It doesn't matter. He's eligible for the 3rd stimulus. 
     
  23. Thanks
    Ayrton got a reaction from Sierra TC in 2021 Tax Filing - Stimulus   
    You're not treating him a US Citizen, you're treating him as a resident alien. He's eligible for the 3rd stimulus check as he's been considered a resident alien for 2021 and has a SSN.
  24. Like
    Ayrton got a reaction from Chancy in Reverting back to my Maiden name on the I-90   
    Your current legal name is the name after the latest name change, which happened on your divorce. So you can just file with your maiden name and attach the divorce decree to prove the name change. Enter your married name as other names used. You don't have to wait for the new GC to get a new SSC too, since the divorce is dated after the issuance of the GC, they must issue you a new card with your new/old name.
  25. Like
    Ayrton got a reaction from Chancy in I 485 Withdrawal   
    Just so you are aware. You can't withdraw the 485, 765, 131. Those are your husband's applications and only himself can withdraw them. You can however withdraw the 864, which will cancel the main application. But, by traveling without AP, AOS is already considered abandoned.
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