Search found 4 matches
- Sun Nov 10, 2019 7:31 am
- Forum: Taxes
- Topic: Should my first return as an EXPAT be a married or single return?
- Replies: 5
- Views: 1760
Re: Should my first return as an EXPAT be a married or single return?
It is complicated and only gets more so when the spouse starts to collect SS. Thank you very much for your concise answer. I will give careful consideration to my/our choices for the 2020 returns. As we are both eligible to collect SS from the US in 2023, are there articles you can point me to so I...
- Sun Nov 10, 2019 3:48 am
- Forum: Taxes
- Topic: Should my first return as an EXPAT be a married or single return?
- Replies: 5
- Views: 1760
Re: Should my first return as an EXPAT be a married or single return?
I understand every case is different. I married my Japanese wife in Tokyo in '91. We then moved to the US, whereupon she applied for a green card, and we filed joint tax returns for 25 years. Now, back in Japan, she has relinquished her green card, and plans to expatriate via IRS Form 8854. Now, obv...
- Thu Nov 07, 2019 3:26 am
- Forum: Taxes
- Topic: Should my first return as an EXPAT be a married or single return?
- Replies: 5
- Views: 1760
Should my first return as an EXPAT be a married or single return?
Background: My Japanese wife and I retired to Japan from the US in September ’18. In June ’19, she filed INS Form I-407 and surrendered her green card from Japan. We have not been back to the US, nor do we intend to do so for the remainder of 2019. By 12/31/19, my wife will file IRS Form 8854. She h...
- Thu Oct 31, 2019 11:03 pm
- Forum: Taxes
- Topic: IRA proceeds question -> “taxation of remitted income”
- Replies: 0
- Views: 6548
IRA proceeds question -> “taxation of remitted income”
(First time poster on this board. I could not find answers on previous posts) If during the first 5 years, an American non-permanent resident living in Japan draws down a ROTH IRA and SEP IRA (self employed pension) and pays US Federal Tax on the SEP. If after that, the non-permanent resident transf...