US Exit tax if continue to file married jointly
Posted: Mon Jul 04, 2022 4:44 pm
I am a U.S. Citizen in the final stages of getting my spouse visa to return to Japan (just got my certificate of elibigility). My Japanese wife is a US green card holder (past 18 years) and we've been filing married jointly since we got married in Japan, prior to her getting a green card and us moving to the U.S. There's a lot of information out there about the exit tax for US citizens and green card holders when they leave the U.S. but I haven't had much luck finding out if that exit tax applies to our situation.
As I understand it, the exit tax is meant to take sure you've squared away your last tax bill. In our case we'll be moving to Japan in 2022 but since you don't file taxes for 2022 until 2023, the IRS wants to make sure they get any taxes due to them for the 2022 tax year. In our case though, I am a U.S. citizen and have to continue to file/pay US taxes no matter where I live as that is just the price of being a US citizen. Our intention is continue filing married jointly in 2023 and beyond.
Assuming we continue to file our US taxes as joint married, I feel that it means my wife has not skipped out on any of her tax obligations. Therefore my assumption is that she would not be subject to any exit tax. Does anyone have experience in a similar scenario?
As I understand it, the exit tax is meant to take sure you've squared away your last tax bill. In our case we'll be moving to Japan in 2022 but since you don't file taxes for 2022 until 2023, the IRS wants to make sure they get any taxes due to them for the 2022 tax year. In our case though, I am a U.S. citizen and have to continue to file/pay US taxes no matter where I live as that is just the price of being a US citizen. Our intention is continue filing married jointly in 2023 and beyond.
Assuming we continue to file our US taxes as joint married, I feel that it means my wife has not skipped out on any of her tax obligations. Therefore my assumption is that she would not be subject to any exit tax. Does anyone have experience in a similar scenario?