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October Monthly Meeting

  • 28 Oct 2020
  • 5:00 PM - 7:00 PM
  • Zoom

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  • For MaSEA Members in good standing.
  • For those who are not a current MaSEA member.

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October Monthly Meeting

"International Update, Foreign Self-Employment and Exclusion Situations" 

With Jean Mammen, EA

When: 5:00 PM - 7:00PM, Wednesday, October 28

Where: Via Zoom

Objectives

  • Understand Covid-19 related exceptions to time requirements for:

Form 2555 – Physical Presence Test for FEIE (2019, 2020 filing))

Form 8843 – Using medical exception to avoid meeting the Substantial Presence Test (2019)

  • Understand the 2020 changes to Form 1040-NR
Understand how mirroring Form 1040 and Form 1040-NR and efiling may simplify bringing filers into compliance with USCIS and IRS rules.
  • Understand correct U.S. tax filing on self-employment income earned as a ‘foreigner’ 

Must SE tax be paid? To whom? (IRC and ISSA)

Form 1040 with Form 2555 when there is a Schedule C

Where and how to enter SE income and exclusions on Form 2555

How SE tax interacts with income tax on Form 1040

Form 1040-NR and SE tax rules when there is a Schedule C


About Our Speaker: Jean Mammen, EA FSO (ret.)

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 website, www.1040nror1040.com , includes “Sample Returns” – Three case studies, one for a simple Form 1040-NR return, and two 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.

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.

*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*

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