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

how to file taxes from abroad?

how to file taxes from abroad?

Old Oct 6th 2011, 1:51 pm
  #1  
BE Enthusiast
Thread Starter
 
Joined: Sep 2002
Posts: 565
Ivonne is an unknown quantity at this point
Default how to file taxes from abroad?

Hi,

me and my husband, we've lived in Illinois for more than 5 years until 2007.
After that, we returned to our homecountry Germany where we still live.

During our time in the USA, we contributed to a 401K Plan and now we decided to withdraw that money.

We know, that 20% Fed. taxes will be withheld as well as 10% penalty.

Now our questions:

1. We will have to file a US-income tax return. I already know, that we have to file as non-residents. But what about state income taxes? We no longer live in the US, so do state tax returns apply to us at all? If yes, which state? The one, we last lived in (illinois)?

2. As non-residents, we will only have to pay fed. income on US source income. But will our german income be applied towards us tax progression?

3. I know, this is a british expats forum, but maybe someone knows: can we file federal (and, if this applies to us, state tax) return here in Germany?

thanks in advance!
Ivonne
Ivonne is offline  
Old Oct 6th 2011, 5:45 pm
  #2  
Account Closed
 
Joined: Aug 2002
Location: Kentucky
Posts: 38,867
ian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond reputeian-mstm has a reputation beyond repute
Default Re: how to file taxes from abroad?

Originally Posted by Ivonne View Post
We no longer live in the US, so do state tax returns apply to us at all?
No.


But will our german income be applied towards us tax progression?
Sorry, no idea.


... can we file federal (and, if this applies to us, state tax) return here in Germany?
Probably not - unless, like Britain, the US Embassy/Consulate in Germany has a tax division. My guess... you'll likely need to send them to the IRS in the US.

Ian
ian-mstm is offline  
Old Oct 6th 2011, 7:41 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: how to file taxes from abroad?

I wouldn't be so sure about state taxes - some of the states (California being one) are notorious for trying to go after people who are no longer resident in the state but who benefited by making contributions to 401K plans while they were earning in California - their argument is that contributions to these plans are "tax-deferred" not "tax-free" and that, at the end of the day, they want their cut ...
md95065 is offline  
Old Oct 6th 2011, 9:15 pm
  #4  
Ping-ponger
 
dunroving's Avatar
 
Joined: Jul 2002
Location: Dreich Alba
Posts: 11,964
dunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond reputedunroving has a reputation beyond repute
Default Re: how to file taxes from abroad?

Originally Posted by Ivonne View Post
Hi,

me and my husband, we've lived in Illinois for more than 5 years until 2007.
After that, we returned to our homecountry Germany where we still live.

During our time in the USA, we contributed to a 401K Plan and now we decided to withdraw that money.

We know, that 20% Fed. taxes will be withheld as well as 10% penalty.

Now our questions:

1. We will have to file a US-income tax return. I already know, that we have to file as non-residents. But what about state income taxes? We no longer live in the US, so do state tax returns apply to us at all? If yes, which state? The one, we last lived in (illinois)?

2. As non-residents, we will only have to pay fed. income on US source income. But will our german income be applied towards us tax progression?

3. I know, this is a british expats forum, but maybe someone knows: can we file federal (and, if this applies to us, state tax) return here in Germany?

thanks in advance!
Ivonne
Surely you can file US tax returns from anywhere in the world (electronically)? I used to file electronically using TurboTax online when I lived in the US, and have filed from here (UK) using the same method.
dunroving is offline  
Old Oct 7th 2011, 3:43 am
  #5  
Bob
BE Site Lead
 
Bob's Avatar
 
Joined: Aug 2004
Location: MA, USA
Posts: 91,714
Bob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond reputeBob has a reputation beyond repute
Default Re: how to file taxes from abroad?

Originally Posted by Ivonne View Post
...But what about state income taxes? We no longer live in the US, so do state tax returns apply to us at all? If yes, which state? The one, we last lived in (illinois)?
That does depend on the state, no idea about Illinois, but some do, some don't.
Bob 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.