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Forum: USA May 12th 2013, 10:55 pm
Replies: 15
Views: 466
Posted By Jscl
Re: IRS Reporting possible foreign investment question.

Are you saying instead of having shares in Company X, you now have shares in Company Y?

In the simple case: there is no tax consequence until you sell the shares... make sure you keep details of...
Forum: USA Apr 16th 2013, 1:43 am
Replies: 23
Views: 929
Posted By Jscl
Re: TAX RETURN- HELP!!

Were you resident - i.e. physically present - in the US for 183 days in 2012? If you arrived in June it sounds like you were, and in that case you definitely are a resident for tax purposes and have...
Forum: USA Apr 14th 2013, 7:29 pm
Replies: 42
Views: 1,544
Posted By Jscl
Re: Relocation package/benefits

You pay the first $400 per person up to $800, then you pay your copays or percentages, depending on the service, and when that costs you more than $1500 for an individual or $3000 (including...
Forum: USA Apr 12th 2013, 4:25 am
Replies: 42
Views: 1,544
Posted By Jscl
Re: Relocation package/benefits

Amanda, SS tax is back up to 6.2% in 2013 (although I think you've wisely abandoned the numbers by now).

Not sure how much of this has been mentioned. I think you said CA for where you're going,...
Forum: USA Apr 11th 2013, 3:08 am
Replies: 23
Views: 929
Posted By Jscl
Re: TAX RETURN- HELP!!

If anyone is or has an H4 (or other non-working type visa) spouse who is so inclined lots of places offer reasonably cheap courses to learn taxes, usually starting towards the end of the year...
Forum: USA Apr 8th 2013, 5:37 pm
Replies: 19
Views: 503
Posted By Jscl
Re: TAX HELP! State Tax Refund - Ohio / ITIN W-7 form..

Yep, file your W7 with the IRS extension before April 15th. You'll have to let the Ohio one hang for now because of the lack of ITIN, but it doesn't sound like there'll be a bad consequence of that....
Forum: USA Apr 8th 2013, 5:07 am
Replies: 19
Views: 503
Posted By Jscl
Re: TAX HELP! State Tax Refund - Ohio / ITIN W-7 form..

It looks like Federal, State and County/City withholding! If they sent you a 1042-S without asking you for an ITIN then I would guess they withheld at default rates, so you most likely will get most...
Forum: USA Apr 8th 2013, 4:06 am
Replies: 19
Views: 503
Posted By Jscl
Re: TAX HELP! State Tax Refund - Ohio / ITIN W-7 form..

Have you checked to see if Federal and state tax is withheld from your fellowship? I.e. when you received the check/deposit did you get some sort of statement with a breakdown of how much of the...
Forum: USA Apr 8th 2013, 2:05 am
Replies: 19
Views: 503
Posted By Jscl
Re: TAX HELP! State Tax Refund - Ohio / ITIN W-7 form..

I'm unclear how you had taxable income without having an itin or ssn... is this income generated in the UK? How will you get an Ohio state refund if you didn't have Ohio state taxes withheld, and...
Forum: USA Apr 7th 2013, 6:57 am
Replies: 13
Views: 486
Posted By Jscl
Re: Sending checks to treasury

If you use CA web pay using your checking account it's free, same with the IRS EFTPS from your bank account. I use them both now, you can control the exact date the money is taken from your account...
Forum: USA Apr 4th 2013, 5:25 am
Replies: 8
Views: 247
Posted By Jscl
Re: Taxpayer Identification Number

and the employer will either pay them through the payroll service, or pay them directly and just report the payment to their payroll service. Either way (for a US person with a SSN) they can give...
Forum: USA Apr 4th 2013, 5:12 am
Replies: 8
Views: 247
Posted By Jscl
Re: Taxpayer Identification Number

Should be no problem, it's pretty much the same process with a payroll service.
Forum: USA Apr 4th 2013, 5:10 am
Replies: 17
Views: 478
Posted By Jscl
Re: How to pay taxes from abroad?

I don't know how to use it, but I know there's something called the "Federal Tax Application," which is basically a wire service. I believe, but don't know for sure (SO PLEASE CHECK!!) this is the...
Forum: USA Apr 4th 2013, 4:53 am
Replies: 8
Views: 247
Posted By Jscl
Re: Taxpayer Identification Number

You can tell your employer your ssn hasn't arrived yet and they'll still be able to pay you, they'll do the correction with the tax/ss people once your ssn arrives. You'll still have to prove to...
Forum: USA Mar 26th 2013, 6:11 am
Replies: 4
Views: 332
Posted By Jscl
Re: Question on tax form 2555 EZ

It's the employer who paid you the foreign income you have on the form. If you have more than one foreign employer I think you have to use more than one form.
Forum: USA Mar 24th 2013, 11:17 pm
Replies: 10
Views: 731
Posted By Jscl
Re: Taxes - why such a headache!?

SHE doesn't need to file, but HE (being a US citizen) does and has to consider worldwide income. So assuming their joint worldwide income for the year is more than about $19K (for married filing...
Forum: USA Mar 24th 2013, 8:38 pm
Replies: 10
Views: 731
Posted By Jscl
Re: Taxes - why such a headache!?

Yep, you can't file a joint "dual status" return, but like JAJ said, you can file jointly if the resident spouse elects to treat the non-resident spouse as resident - but then you would have to take...
Forum: USA Mar 21st 2013, 3:25 am
Replies: 13
Views: 343
Posted By Jscl
Re: Sorry - another taxing question

You file 1040X which lists the original numbers, new numbers and difference, then (I think, check the form) you only file the pages that are affected by the change.

JAJ, because if it comes to any...
Forum: USA Mar 21st 2013, 2:52 am
Replies: 13
Views: 752
Posted By Jscl
Re: Is it still free drinks on BA flights to U.S?

There's also a "tuckbox" in the galley in the middle of the flight, so you can get more chocolate, crisps or biscuits. Juices and water are there too, but you can ask for anything.
Forum: USA Mar 20th 2013, 6:04 am
Replies: 8
Views: 391
Posted By Jscl
Re: "Lump-Sum" taxable amt. taxing comprehension

When you receive a pension from a US source, they send you a 1099-R which gives both the total pension distribution, which you put on 1040 line 16a, and the taxable amount, which you put on 16b (and...
Forum: USA Mar 20th 2013, 5:53 am
Replies: 13
Views: 343
Posted By Jscl
Re: Sorry - another taxing question

File the amended returns, then use the corrected figure with no issue in future returns.

(the taxpayer cannot take advantage of an error on a previous return thing just means you can't take...
Forum: USA / US Immigration and Visas Mar 16th 2013, 12:13 am
Replies: 16
Views: 717
Posted By Jscl
Re: Esta visa needed for 1 1/2 hour layover?

A slight sidetrack from the original question, but does anyone know if you have to complete customs and immigration when passing THROUGH the US? I.e. do you have to queue up in immigration, wait for...
Forum: USA Mar 14th 2013, 6:09 pm
Replies: 26
Views: 1,166
Posted By Jscl
Re: Ok, so I have a few Tax related questions

When you do your California Schedule CA (Adjustments - used to exclude income not taxed in California) you might want to run down the instructions page and see if any of your overseas income is...
Forum: USA Mar 14th 2013, 5:16 pm
Replies: 26
Views: 1,166
Posted By Jscl
Re: Ok, so I have a few Tax related questions

California doesn't have a foreign tax credit, I don't think any of the states do. The treaty is a federal thing, and the states can basically choose to do (or not do) whatever they like.
Forum: USA Mar 14th 2013, 5:25 am
Replies: 26
Views: 1,166
Posted By Jscl
Re: Ok, so I have a few Tax related questions

Yes, too vague to say. With your higher income you might not be eligible for some credits your wife could get as HoH on a smaller income, or because you are both working your withholding might not...
Showing results 1 to 25 of 371

 
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