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-   -   Split year Taxation (HELP!) (https://britishexpats.com/forum/usa-57/split-year-taxation-help-912658/)

CMG2018 May 11th 2018 3:07 am

Split year Taxation (HELP!)
 
Hi, this is my first post so apologies in advance for any forum faux pas.

I left the UK June 6th 2017 and will be in the US until at least June 2019. I had a tax consultation with Grant Thornton before I left and they advised me that I would not file a tax return until my first full year in the US (to cover 2018 - 2019 and the prior split year).

Does anyone know if this is correct - I am struggling to find the answer online and did not file for 2017 - 2018 the split year.

Thanks,
Craig
(British male professional, 31, living and working in Boston, MA.)

lansbury May 11th 2018 4:53 am

Re: Split year Taxation (HELP!)
 
By the way you worded the advice you received the tax constant was saying a tax return was due for the 2017 tax year. If so it should have been filed by April 17th, 2018. I never heard of filing a partial years return with the following years return.

MidAtlantic May 11th 2018 4:56 am

Re: Split year Taxation (HELP!)
 

Originally Posted by CMG2018 (Post 12497704)
Hi, this is my first post so apologies in advance for any forum faux pas.

I left the UK June 6th 2017 and will be in the US until at least June 2019. I had a tax consultation with Grant Thornton before I left and they advised me that I would not file a tax return until my first full year in the US (to cover 2018 - 2019 and the prior split year).

Does anyone know if this is correct - I am struggling to find the answer online and did not file for 2017 - 2018 the split year.

Thanks,
Craig
(British male professional, 31, living and working in Boston, MA.)

You do not appear to realize that the US tax year is the calendar year. ie year ending 31st December. Any reference to 2017 -2018 is therefore confusing.

Your starting point should be here: https://www.irs.gov/pub/irs-pdf/p519.pdf

Cook_County May 11th 2018 5:12 am

Re: Split year Taxation (HELP!)
 
Don't also overlook filing your 2017 FBAR by 15 October 2018.

neill May 11th 2018 11:32 am

Re: Split year Taxation (HELP!)
 

Originally Posted by CMG2018 (Post 12497704)
Hi, this is my first post so apologies in advance for any forum faux pas.

I left the UK June 6th 2017 and will be in the US until at least June 2019. I had a tax consultation with Grant Thornton before I left and they advised me that I would not file a tax return until my first full year in the US (to cover 2018 - 2019 and the prior split year).

Does anyone know if this is correct - I am struggling to find the answer online and did not file for 2017 - 2018 the split year.

Thanks,
Craig
(British male professional, 31, living and working in Boston, MA.)


This doesn't sound right. If you were a "US Person" for tax purposes, for any part of the 2017 Tax year, you need to file a tax return. For 2017 in fact you file (should have filed) two, a 1040 marked "DUAL STATUS STATEMENT" and a 1040NR, covering the period up to June 6 marked "DUAL STATUS RETURN".


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