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ninjaaron
New Member

Filing late for 2021 overseas. What steps should I take?

I am an American citizen with permanent residence in Germany and I forgot to file my taxes in 2021. Filing for me is just a formality because Germany and the US have an agreement that means I only pay taxes in the US if I make less than $100,000 a year, which I do not. However, I am still obligated to file every year.

 

This year, I forgot to do it. I can't use TurboTax to file online for 2021 anymore and, I don't have a computer with Windows or macOS (I'm a Linux user) to download the software.

 

I'm not sure what to do at this point. Should I just get the forms I need and fill them out and mail them in?

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1 Best answer

Accepted Solutions
pk
Level 15
Level 15

Filing late for 2021 overseas. What steps should I take?

@ninjaaron  having read through your post , below are my comments on the situation:

(a) you are absolutely correct in that your foreign earned income may be eligible  for exclusion from US taxes  up to a maximum  ( for tax year 2021  it was US$108,700 ).  However  to be eligible  for this exclusion  there are  few requirements --  1. your tax home  must be foreign;  2.  you must meet   "bona-fide resident test"  (-- needs IRS approval)  OR  Physical Presence Test ( 330 days  foreign presence in any continuous 12 month test period that includes the  tax year in question; 3. your earnings must be either from employment  in a foreign/ local entity or self-employment  abroad i.e. income source must be foreign and 4. You must file a return  to be able to  take advantage of foreign earned income exclusion / foreign tax credit or deduction.

(b) I think TurboTax does have the capability  to allow tax preparation for one year past  on on-line   { because many need to amend their past & filed return } , but I am not familiar  with the process.  Suggest strongly that  you contact customer service and they should be able to make the facility available to you.  Let me know if you need help on this and I will try to find more info for you .

(c) Can you do this by yourself  -- yes.  Download the forms  -- 1040,  its numbered schedules, instructions,  2555 and 1116.   If you are able to provide more scenario info  -- {{ When did you leave  USA and when arrived  in Germany, if you are married  is your spouse a US citizen or German   i.e. are you planning to file  MFJ or MFS,  how are you employed  ( local / US services, US entity remote  or what  ), your approx  total gross income  ( before German taxes  ) etc. etc. --- please no personally identifiable info -- this is open board. etc. etc. }} then we should be able to guide you to exact forms and schedule you would need --- then  you should be  able to use pencil/ calc. or excel spreadsheet to work out the  form entries.

 

I hope this helps -- is there more I can do for you.

Grusse

pk

View solution in original post

2 Replies

Filing late for 2021 overseas. What steps should I take?

@pk

pk
Level 15
Level 15

Filing late for 2021 overseas. What steps should I take?

@ninjaaron  having read through your post , below are my comments on the situation:

(a) you are absolutely correct in that your foreign earned income may be eligible  for exclusion from US taxes  up to a maximum  ( for tax year 2021  it was US$108,700 ).  However  to be eligible  for this exclusion  there are  few requirements --  1. your tax home  must be foreign;  2.  you must meet   "bona-fide resident test"  (-- needs IRS approval)  OR  Physical Presence Test ( 330 days  foreign presence in any continuous 12 month test period that includes the  tax year in question; 3. your earnings must be either from employment  in a foreign/ local entity or self-employment  abroad i.e. income source must be foreign and 4. You must file a return  to be able to  take advantage of foreign earned income exclusion / foreign tax credit or deduction.

(b) I think TurboTax does have the capability  to allow tax preparation for one year past  on on-line   { because many need to amend their past & filed return } , but I am not familiar  with the process.  Suggest strongly that  you contact customer service and they should be able to make the facility available to you.  Let me know if you need help on this and I will try to find more info for you .

(c) Can you do this by yourself  -- yes.  Download the forms  -- 1040,  its numbered schedules, instructions,  2555 and 1116.   If you are able to provide more scenario info  -- {{ When did you leave  USA and when arrived  in Germany, if you are married  is your spouse a US citizen or German   i.e. are you planning to file  MFJ or MFS,  how are you employed  ( local / US services, US entity remote  or what  ), your approx  total gross income  ( before German taxes  ) etc. etc. --- please no personally identifiable info -- this is open board. etc. etc. }} then we should be able to guide you to exact forms and schedule you would need --- then  you should be  able to use pencil/ calc. or excel spreadsheet to work out the  form entries.

 

I hope this helps -- is there more I can do for you.

Grusse

pk

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