Go Back  British Expats > Living & Moving Abroad > USA
Reload this Page >

Electronic Filing of Taxes

Electronic Filing of Taxes

Old Feb 22nd 2011, 8:04 pm
  #1  
Thread Starter
 
lansbury's Avatar
 
Joined: Apr 2005
Location: Milwaukie, Oregon
Posts: 9,472
lansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond repute
Default Electronic Filing of Taxes

Visited our CPA this morning to drop off all the tax paperwork, and he said something strange to what I've heard people say in the past.

This is the first year all of our UK income has been exempt from UK tax, and only taxable in the US. As the UK tax year differs from the US one we have no paperwork to support what I state as our UK earnings for 2010 US tax year. For this reason he said our Federal tax return cannot be filed electronically, but must be a paper return.

There must be members of BE in a similar position who use say Turbo Tax or one of the other DIY programs and send that in electronically. I'm concerned a paper return will stand out from the normal and is more likely at attract an audit.
lansbury is offline  
Old Feb 22nd 2011, 8:43 pm
  #2  
Heading for Poppyland
 
robin1234's Avatar
 
Joined: Jul 2007
Location: North Norfolk and northern New York State
Posts: 11,096
robin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond reputerobin1234 has a reputation beyond repute
Default Re: Electronic Filing of Taxes

I don't know about that - I always do our taxes the old-fashioned way and send in a paper return. I never send in any paperwork to support foreign earnings, since I don't really have any paperwork (and the IRS don't request any.) They haven't audited us (yet.)
robin1234 is offline  
Old Feb 22nd 2011, 8:45 pm
  #3  
BE Forum Addict
 
Joined: Mar 2008
Location: Santa Cruz, CA
Posts: 4,896
md95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond reputemd95065 has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Originally Posted by lansbury View Post
I'm concerned a paper return will stand out from the normal and is more likely at attract an audit.
Don't be - it won't make any difference.
md95065 is offline  
Old Feb 22nd 2011, 9:57 pm
  #4  
Thread Starter
 
lansbury's Avatar
 
Joined: Apr 2005
Location: Milwaukie, Oregon
Posts: 9,472
lansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Thanks guys, that's put my mind to rest.
lansbury is offline  
Old Feb 22nd 2011, 10:16 pm
  #5  
Lost in BE Cyberspace
 
Joined: Jan 2006
Location: San Francisco
Posts: 10,178
Giantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Originally Posted by lansbury View Post
Visited our CPA this morning to drop off all the tax paperwork, and he said something strange to what I've heard people say in the past.

This is the first year all of our UK income has been exempt from UK tax, and only taxable in the US. As the UK tax year differs from the US one we have no paperwork to support what I state as our UK earnings for 2010 US tax year. For this reason he said our Federal tax return cannot be filed electronically, but must be a paper return.
Call me sceptical that it has to be filed manually. Essentially, you need to be able to back up your return with paperwork regardless of how it's filed, in case you get audited down the road. I wonder whether something else is going on here... was the CPA going to file this electronically for you? I wonder whether, absent paperwork for this, he simply doesn't want to countersign your return and will just hand you paper copies of the return for you to file yourself?
Giantaxe is offline  
Old Feb 22nd 2011, 10:30 pm
  #6  
Thread Starter
 
lansbury's Avatar
 
Joined: Apr 2005
Location: Milwaukie, Oregon
Posts: 9,472
lansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Originally Posted by Giantaxe View Post
Call me sceptical that it has to be filed manually. Essentially, you need to be able to back up your return with paperwork regardless of how it's filed, in case you get audited down the road. I wonder whether something else is going on here... was the CPA going to file this electronically for you? I wonder whether, absent paperwork for this, he simply doesn't want to countersign your return and will just hand you paper copies of the return for you to file yourself?
I have the paperwork to back it up. Bank statements showing the amounts paid into my UK bank from each source. This has only occurred this year, because in the past it was only my UK government service pension and that didn't get shown on the 1040. This year it does, plus an annuity I've got and two pensions my wife now receives from the UK, all free of UK tax.

It made me wonder because there must be people on here who have UK income and no W2, or whatever the form is you get sent each year in the US, to back up their figures. So how can they file electronically, and I believe people do with no problems.
lansbury is offline  
Old Feb 22nd 2011, 10:38 pm
  #7  
Lost in BE Cyberspace
 
Joined: Jan 2006
Location: San Francisco
Posts: 10,178
Giantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond reputeGiantaxe has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Originally Posted by lansbury View Post
I have the paperwork to back it up. Bank statements showing the amounts paid into my UK bank from each source. This has only occurred this year, because in the past it was only my UK government service pension and that didn't get shown on the 1040. This year it does, plus an annuity I've got and two pensions my wife now receives from the UK, all free of UK tax.

It made me wonder because there must be people on here who have UK income and no W2, or whatever the form is you get sent each year in the US, to back up their figures. So how can they file electronically, and I believe people do with no problems.
Ok, by no paperwork you meant "no W2". As you say, many file electronically despite having income that they don't have a W2 (or 1099 etc) for, myself included.
Giantaxe is offline  
Old Feb 22nd 2011, 11:26 pm
  #8  
Concierge
 
Rete's Avatar
 
Joined: Apr 2001
Posts: 43,748
Rete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond reputeRete has a reputation beyond repute
Default Re: Electronic Filing of Taxes

If it makes you feel any better, DH never has any paperwork from Canada supporting his retirement benefits and pension and we've been fine for all of the last 12 years.
Rete is offline  
Old Feb 23rd 2011, 6:17 am
  #9  
Thread Starter
 
lansbury's Avatar
 
Joined: Apr 2005
Location: Milwaukie, Oregon
Posts: 9,472
lansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond reputelansbury has a reputation beyond repute
Default Re: Electronic Filing of Taxes

Originally Posted by Rete View Post
If it makes you feel any better, DH never has any paperwork from Canada supporting his retirement benefits and pension and we've been fine for all of the last 12 years.
Thanks Rete
lansbury is offline  

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Contact Us - Archive - Advertising - Cookie Policy - Privacy Statement - Terms of Service - Do Not Sell My Personal Information

Copyright © 2018 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.