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BONE FIDE PUERTO RICO LAW. Military and I paid federal taxes…

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BONE FIDE PUERTO RICO...

BONE FIDE PUERTO RICO LAW

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

Military and I paid federal taxes but my home of record is puerto rico they also took state taxes

Submitted: 1 month ago.Category: Tax
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3/20/2018
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago
Mark Anderson
Mark Anderson, Tax Attorney
Category: Tax
Satisfied Customers: 614
Experience: Tax attorney and accountant
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You should file in Puerto Rico as a resident. Are you saying another state withheld tax or PR?

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Customer reply replied 1 month ago
BASED ON AGREEMENT 5517 CLIENT IS UNDER IMPRESSION THAT HIS INCOME IS NOT TAXABLE SO I SHOULD EXCLUDE HIS INCOME AND ANY FEDERAL TAXES PAID SHOULD BE RETURN TO HIM? WHAT FORM IS SO DO I USE TO DO THAT?
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

Have you looked at this:

https://www.irs.gov/individuals/international-taxpayers/special-withholding-rules-for-us-federal-agency-employers-with-employees-in-cnmi-or-puerto-rico

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Customer reply replied 1 month ago
but it does not tell you what forms to use to exclude income and get his taxes he paid the feds back... I called IRS but no help they hang up
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

Why would he not owe anything? It does not say he does not owe federal taxes.

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Customer reply replied 1 month ago
ok, that is my thoughts he is under impression that since he is military and home of record is puerto rico his income is excluded?
Customer reply replied 1 month ago
you would say do a regular federal return and have him file a Puerto Rico state return separately even though his home of record is Puerto Rico and on box 15 of W2 its PR
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

Maybe you can contact PR:

https://taxmap.irs.gov/taxmap/pubs/p570-009.htm

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Customer reply replied 1 month ago
ok
Customer reply replied 1 month ago
I also tried that but ok thank for trying
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

http://www.hacienda.gobierno.pr/downloads/pdf/folletos/FOLLETO-MILITARES.pdf

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Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

It looks like he would need to file.

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Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

Maybe another expert knows.

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Customer reply replied 1 month ago
thank you for your help... I agree with you
Tax Professional: Mark Anderson, Tax Attorney replied 1 month ago

If you think I answered your question, then can please accept my answer. Thank you.

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