@ComplicatedTaxSituation , thank you for posting here.
While I go through , in more detail, your long post, what I understand from a first blush :
(a) you are both US person ( citizen ), resident of California.
(b) You ( wife) have US sourced income for all of 2024; Husband has part-year US sourced income
(c) Additionally Husband established Foreign Tax home ( exact date needed here -- it is usually the first full day post arriving in the foreign land
(d) Husband has Foreign Earned Income ( this is not stipend right -- he has to actually work / research, teach or whatever ).
Now the questions -- How to exclude FEI from US taxes ? And thereby reduce follow-on impacts on health insurance etc.
Is there anything I am missing ?
Very generally , in such situation it is best to request extension and file ONLY after meeting the Physical Presence Test window ( continuous 12 months, bridging the foreign earning period)
Will you please confirm my understanding -- and I will be back .
pk
