Tax Returns
#1
Just Joined
Thread Starter
Joined: Apr 2012
Posts: 16


Hi,
I am preparing to file my first US Tax Return for 2012 and trying to get my ducks in a row sooner rather than later. My question is based around my relocation. I relocated to the US in July 2012 from the UK. I paid and bought my ticket to move here in the UK with British Airways. Can I claim this as a moving expense even though it was paid in the UK?
Thanks
Natalie
I am preparing to file my first US Tax Return for 2012 and trying to get my ducks in a row sooner rather than later. My question is based around my relocation. I relocated to the US in July 2012 from the UK. I paid and bought my ticket to move here in the UK with British Airways. Can I claim this as a moving expense even though it was paid in the UK?
Thanks
Natalie

#2
Passport Collector





Joined: Jan 2007
Location: Princeton, NJ
Posts: 725












Hi,
I am preparing to file my first US Tax Return for 2012 and trying to get my ducks in a row sooner rather than later. My question is based around my relocation. I relocated to the US in July 2012 from the UK. I paid and bought my ticket to move here in the UK with British Airways. Can I claim this as a moving expense even though it was paid in the UK?
Thanks
Natalie
I am preparing to file my first US Tax Return for 2012 and trying to get my ducks in a row sooner rather than later. My question is based around my relocation. I relocated to the US in July 2012 from the UK. I paid and bought my ticket to move here in the UK with British Airways. Can I claim this as a moving expense even though it was paid in the UK?
Thanks
Natalie

#3
BE Forum Addict









Joined: Feb 2010
Location: Temecula, CA
Posts: 4,759












That's interesting - I moved in April; my wife in May. I think that means we were resident for tax purposes.
But "To pass the time test, you must work full-time for at least 39 weeks during the first 12 months" - obviously it's not a full 12 months yet, and not quite 39 weeks either. So how do you pass the time test in this financial year - or does it have to be deferred to next year?
My wife was in another country and I had to fly there to pick her, the kids, and all the luggage up. Can I deduct that somewhere?
(Sorry to OP - hope it's not too much of a thread hijack!)
But "To pass the time test, you must work full-time for at least 39 weeks during the first 12 months" - obviously it's not a full 12 months yet, and not quite 39 weeks either. So how do you pass the time test in this financial year - or does it have to be deferred to next year?
My wife was in another country and I had to fly there to pick her, the kids, and all the luggage up. Can I deduct that somewhere?
(Sorry to OP - hope it's not too much of a thread hijack!)

#4
Just Joined
Thread Starter
Joined: Apr 2012
Posts: 16


thanks for your response - how do I establish that though?


#5

By using a competent tax professional. You can review the various relevant IRS documents, but they are not for the faint of heart and as a first timer you'd best be guided by a tax professional.
US immigration is a 'piece of cake' in comparison to US taxation.
Regards, JEff
US immigration is a 'piece of cake' in comparison to US taxation.
Regards, JEff

#6

If you need an accountant that is well versed in UK and US taxes I recommend Pete Newton. www.britishexpatstax.com

#7
Forum Regular



Joined: Oct 2011
Location: San Diego, CA
Posts: 157












You'll probably want to start with IRS Publication 519 and go from there. Chances are you'll want to do a dual status filing for the first year, but that depends on where your income is from etc.
Publication 521 talks about moving expenses - at a first glance it would suggest you could deduct the plane ticket, but I don't know how that works with a dual-status filing. Talking to a professional might not be a bad idea but can get expensive. Thankfully that's tax deductible next year.
Publication 521 talks about moving expenses - at a first glance it would suggest you could deduct the plane ticket, but I don't know how that works with a dual-status filing. Talking to a professional might not be a bad idea but can get expensive. Thankfully that's tax deductible next year.

