Tax Return Question
#1
Tax Return Question
Hi
Just a quick question for you all, my father in law was visiting New York & saw his accountant as he was filing his taxes, we had asked if he could find out if my US wife who worked overseas all of last year needed to include me on her tax returns.
He wasn't sure but thinks so, we have tried checking it out on the irs website but still no joy.
So the question we want answered is even though I worked in the UK for the whole of 2011 & paid my taxes there do I need to be included on my wife's tax return for last year, we have been married since April 2011.
We moved to the US & my residents green card is dated from the 24th December 2011.
Thanks for any help people can give us.
Just a quick question for you all, my father in law was visiting New York & saw his accountant as he was filing his taxes, we had asked if he could find out if my US wife who worked overseas all of last year needed to include me on her tax returns.
He wasn't sure but thinks so, we have tried checking it out on the irs website but still no joy.
So the question we want answered is even though I worked in the UK for the whole of 2011 & paid my taxes there do I need to be included on my wife's tax return for last year, we have been married since April 2011.
We moved to the US & my residents green card is dated from the 24th December 2011.
Thanks for any help people can give us.
#3
Re: Tax Return Question
Not necessarily, she can file married filing separately. You would then have to file US taxes yourself depending on your exact US residency status during 2011
Last edited by nun; Feb 14th 2012 at 2:00 pm.
#4
Re: Tax Return Question
Up until xmas eve I was not living in the US, my green card was confirmed on a 6 month visa(2 years once we had entered the US) on december 1st, my actual date on my green card is 24th Dec 2011 as this is when we came into NC to live, I did not work here for the whole of 2011 as did my wife who worked in the UK for the whole of 2011, thanks so far for your answers!
#6
Re: Tax Return Question
Ok that's kind of what we were beginning to think but thank you for clarifying it, the other questions are do I need to file taxes or does my wife need to include my salary for last year in her tax returns?
#7
Account Closed
Joined: Aug 2002
Location: Kentucky
Posts: 38,865
Re: Tax Return Question
If you were resident in the US prior to December 31, you should file a return. You likely won't have any actual tax burden. Note: "should" is not the same as "must".
Generally speaking, you'll collectively get a better tax break if she simply files as married filing jointly, and includes your salary.
Ian
... or does my wife need to include my salary for last year in her tax returns?
Ian
#8
Re: Tax Return Question
If you were resident in the US prior to December 31, you should file a return. You likely won't have any actual tax burden. Note: "should" is not the same as "must".
Generally speaking, you'll collectively get a better tax break if she simply files as married filing jointly, and includes your salary.
Ian
Generally speaking, you'll collectively get a better tax break if she simply files as married filing jointly, and includes your salary.
Ian
Thank you so much for all your help, we will do as you have suggested, it makes most sense!
#9
Re: Tax Return Question
If you go the married filing jointly route make sure you include all your foreign assets and take either FEIE or foreign tax credits. If you paid into UK pensions or owned stocks and shares ISAs or UK unit trusts you will probably have to take tax treaty positions and may have to file foreign trust and or PFIC forms too.
#10
Banned
Joined: Feb 2012
Posts: 31
Re: Tax Return Question
i agree with the above and think it is easier to file jointly from what my relative have said in the past