pk
Level 15
Level 15

Deductions & credits

@8extra , agreeing with my colleague @DaveF1006 ,  would just like add a few items for your consideration:

 

(a)  if you left the USA on  July 26th of 2023 then your first full day for start of the 12 month test period  may be a day or two after the 26th , depending where your foreign tax home is.  For example if you  moved to UK, then you would arrive in UK on the morning of 27th -- thus your first full day would be 28th.  It is a small point but  .....

(b)  If a US person is abroad ( out of US ) on the 15th of April  ( for example ), your filing date is  automatically extended  to 15th of June --- you tax  payment date is not changed however.  No extension required.  I agree however, that for you to take advantage of the FEIE, you need to file for an extension -- automatically approved to Oct. 15th.  But your tax payment date is still  April 15th.

(c) TurboTax will ask you for the time spent  back in the USA --- Test period  Jul 28th. 2023 through  July 28th. 2024 -- and your response would be  Dec17th. through Jan 14th  ( those are the days you spend in the US)  -- this would mean that you still have to declare at least 1 business days  in the USA -- the program  will not accept ZERO days on business.

 

Does this make sense  or am I confusing you ?

 

Is there more i can dop for you ?

 

pk