pk
Level 15
Level 15

Retirement tax questions

What I get from your above note --(a) you did not enter your foreign earned income  under the  "other uncommon ---" category where foreign earned income and exclusion is generally entered. (b) you entered  your  taxes withheld  as if it was  US federal taxes  -- this is wrong. When excluding  foreign earned income, foreign taxes paid/withheld are never entered ( except  taxes on un-excluded  income  and then it is on form 1116). ; (c) foreign earned  income exclusion is based on  having a foreign tax home  ( physical presence test or bonafide resident with IRS approval ) and the excludable amount changes every  year  -- 2018 it was US$103,900 ( wages/self-employment income plus housing differential provided by employer ) .  From the above it seems to me that your filings have been in error and I do not understand how / why IRS has refunded you amounts that were actually not paid into the treasury.  I must be missing something here (?)