New Immigrants, Refugees, and U.S. Income Taxes 2 Credits
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New arrivals, both Immigrants and refugees, may have little information about how to handle their U.S. tax situation. During their first two tax years in the U.S., they may face unusual income tax return procedures or foreign information reporting requirements & forms. Some tax professionals well-intentioned assistance organizations or sponsors may not be able to provide expert guidance.
How the new arrival qualifies to enter the U.S. may be less important than their past and current economic activities.
New immigrants may become U.S. residents by holding an immigration visa. Or they may enter the U.S. on another visa type and become a tax resident by meeting the Substantial Presence Test (SPT).
Those who obtained a Diversity Immigrant U.S. Visa through the ‘visa lottery’ were not sponsored for that visa by a U.S. person. If they were not already in the U.S. on a different visa when they won the visa lottery, they may have no insights into the U.S. income tax system. Special immigrant visa holders will not have encountered the U.S. tax system while they were USG employees, or worked with the U.S. or international organizations. The website www.usgreencardoffice.com has no information on U.S. taxation.
This Tax Course discusses what new arrivals, both green card holders and (future) tax residents, need to know about US worldwide income taxation. that is based on residency as well as citizenship. They may:
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Jean Mammen is the author of “1040NR? or 1040? U.S. Income Tax Returns for Visa Holders + International Organization and Foreign Embassy Employees”, 7th Classic Edition. She writes blog posts, seminars, and webinars on a variety of international topics affecting individuals.
Her specialty is the income tax concerns of international individuals with a U.S. income tax filing requirement. Jean’s perspective comes from spending 30 years among people who live or work outside their country of citizenship. She was a Peace Corps Volunteer and a Foreign Service Officer.
Jean is an Enrolled Agent and a member of NAEA and NATP
Internet and social media Presence:
Jean Mammen’s website, www.1040nror1040.com , includes “Sample Returns” with three case studies. The first case has a simple Form 1040-NR return for an individual who changed from an F1 student visa to an H1-B work visa. The second and third cases are for twin J1 visa holders qualifying for a treaty income exclusion. One is a second year filer on Form 1040-NR, one a third year filer on Form 1040.
Jean answers tax questions from tax professionals and individuals on the NAEA webboard and TaxMama’s ® Tax Forum.
Areas of Expertise
Jean Mammen’s areas of expertise include
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CC
The instructor is very knowledgeable and I thoroughly enjoyed her presentation. The slides that provided in the beginning serve as a good guideline for different scenarios. It's also very helpful that the instructor walked us through the 1040-NR and other forms. Well done!
Although the subject has never been encountered in 49 years in practice, I did find the speaker to be most knowledgeable and thorough in her presentation. Immigration is an important part of a CPA's tool chest.
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.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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