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Foreign Domicile*
Address City Country Postal Code
Date
Established
Foreign
Address:
Prior Foreign
Address(es):
Foreign Employer
Address:
Note: Your foreign address will be used on the tax return unless your residency ended after January 1 of this year.
U.S. RESIDENCE INFORMATION (Home maintained in the U.S. while abroad)
Did you maintain a home in the U.S. while abroad? Yes
No
Street Address
Name of Current Occupant Relationship City
Is the property rented? Yes
No
State Zip
Job Search
Due to the instability of the airline industry, more and more of our clients are having job search related expenses. Your cost of finding a job within the airline industry is deductible. What does
this mean? The job search expenses of finding another position within the same industry are deductible, the job search expenses of looking outside of the airline industry are NOT deductible.
This is one of those IRS regulations that sometimes does not make sense. If you are a flight attendant and update your resume or fly to an interview, these expenses are deductible. If you
do the same for another position outside of the industry, such as a retail position or professional job, these expenses may not be taken as a deduction.
Several of our clients have requested a deduction for the purchase of a new suit or professional attire for the interviewing process. Although this is an additional expense to you, it is not
a recognized deduction by the IRS. The only type of clothing that is deductible is that which has a company logo or insignia, such as a uniform.
Qualified Job Search Expense Amount
Resume Expenses
$
Fax/Postage/Overnight Delivery
$
Airline Job Placement Services
$
Application Fees
$
Simulator Prep Time for Interview
$
Qualified Job Search Expense Amount
Airfare for Interview
$
Airfare for Physical
$
Hotel Expense for Interview
$
Hotel Expense for Physical
$
If you drove to your interview or physical, list the
total miles driven round trip for all.
mi.
Have you ever filed form 2555 to claim the foreign Yes No
income earned income exclusion? If yes, what year:
Date Foreign Residence Began
Date Foreign Residence Ended
Principal Country of Employment
Of What Country are you a Citizen/National?
Do you own or rent your foreign abode?
Own Rent
Type of Visa Issued to you?
Have you submitted a statement to the authorities of the foreign
country where you claim bona fide residence that you Yes
are not a resident of that country? No
Are you required to pay income tax to the country where you Yes
claim bona fide residence?
If a foreign Income Tax Return was filed, No
please provide a copy with the relevant information translated to English.
Total Foreign Tax Paid Jan. 1–Dec. 31 of 2016 (In U.S. Dollars)
$
At any time during 2016, did you have an interest in, or a
signature or other authority over a financial account in a
foreign country, such as a bank account, securities Yes
account or other financial account? No
If yes, Country name required:
If yes, did the combined value of these accounts Yes
exceed $10,000 at any time during 2016? No
If yes, did this amount exceed $50,000 at the end of 2016 or Yes
surpass a value of $75,000 anytime during the year? No
If yes you are required to file Form 8938 as part of your tax return.
If family members lived abroad with you during the tax year, please list
relationship (spouse, child, etc.) and duration (all year, 6 mos., etc.) for each.
This form is for United Airlines Flight Attendants only! If
you have other sources of foreign earned income, please refer
to the Foreign Income Worksheet at www.flightax.com/down-
load or call us at 317-984-5812 and we can fax/mail you a
worksheet.
If you were based at a foreign domicile for any part of 2016, you
have a couple of options in filing your income tax return. You
can receive a credit for any taxes that you have paid to a foreign
country and/or you may qualify to claim a Foreign Income
Exclusion for a portion of the income you earned. Chances are
you will be able to take advantage of both of these situations
to reduce your tax obligation to the US.
Foreign Tax Credit: If you pay income tax to another country,
you may take a credit of this tax towards your US obligation. If
you were based in the UK we will need the December 15th
paystub showing London PAYE tax paid (US dollars) to deter-
mine the amount of foreign tax paid for the year..
Foreign Income Exclusion: The IRS allows you to exclude income
earned while on or flying over foreign soil. Income earned while
flying over international waters or the US is tax as earned in the
US. In order to exclude the foreign portion of your earned in-
come, you must qualify as a Bona Fide Resident of a foreign
country. To qualify, you must be out of the U.S. for one complete
calendar year—January 1 to January 1. For example, if you
were not based in LHR until July of 2016, you will not be able to
file your 2016 Federal Income Tax Return until January 1 of 2018.
Your qualifying period to meet the Bona Fide Residency Test is
January 1, 2017 to January 1, 2018 You will need to file a special
extension until this qualification can be met - which we can file
for you. You do not have to be based in the same foreign coun-
try to meet this qualification, just out of the U.S. In order to claim
the income exclusion you must also pay income tax to the
foreign country where you claim residency - if that country
requires you to do so.
Duty Time Apportionment: If you qualify as a Bona Fide resident
of a foreign country, we will have to calculate the amount of
income that is taxable to the US by a process called Duty Time
Apportionment. We must have a copy of your Year End Audit
Report providing the number of trips and each destination.
Our base fee for a Foreign Income return is $299 (income
exclusion only) and $329 (income exclusion and foreign tax
credit).
