Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 7834

Personal Finance (Not Investing) • Expatriation tax Form 8854 and 6301(g) election

$
0
0
QUESTION: If we make the election to be treated as a Resident for tax purposes by making a section 6301(g) election, does that still trigger the filing requirement of 8854, or simply postpone it until the future?
I believe you have it backwards. If you don't file 8854, you have no need for the 6013 election - you would both be US tax payers. Once you file 8854, you would need to take the 6013 election if MFJ were beneficial tax wise.
Yes, I had it backwards.

I am circling back to this issue, and have found that indeed I will not be going forward with making the 6013 g election - although it would be easier to file as a full year resident during this year of abandonment to avoid the dual status filing for myself and MFS for my spouse. I believe this is possible even without making this election, but rather relying on a different rule or election, but I cannot find any documentation to support this - am I mistaken?

Statistics: Posted by oslocal — Sun Dec 29, 2024 2:53 pm — Replies 2 — Views 257



Viewing all articles
Browse latest Browse all 7834

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>