USA Tax Query

USA Tax Query

Didn't find your answer?

I have a client who submits a UK tax return for reporting her UK rental income. She worked in USA for a few years and is currently working in Hong Kong.

She has been told (not professionally of course) that she can claim a refund on the tax she paid in USA.

She is coming to sign her UK tax return on 11th December and would appreciate my advice. I have told her I have no expertise in this area and cannot give her advice. However,

Where can I go to get an overview of the USA taxation system? And who would I refer her to to get expert advice in this area?

Replies (2)

Please login or register to join the discussion.

By johngroganjga
28th Nov 2015 18:36

David Treitel will be along soon, I am sure :)

Thanks (1)
Replying to lionofludesch:
avatar
By David Treitel
29th Nov 2015 12:54

Is she a US citizen or green card holder?

johngroganjga wrote:
David Treitel will be along soon, I am sure :)

You will want to ask the same questions you would be asking as part of your CDD (customer due diligence) checks; so you will want to ask your client of all citizenships she has and if she has ever had a US green card or is a covered expatriate. Once you can explain her connections to the United States any liability to US tax or reporting can then be addressed.

Thanks (1)