moved from us - should not have paid tax there last year - how to get refund

03-02-2004, 05:07 AM

Terje Marthinussen wrote:

- quote -

> I'm of Norwegian nationality.
> I used to work in our US division, but was moved to Japan in
> September 2002.
> For various reasons (long story, don't want to get into that
> and it does not really affect the tax situation I believe) I
> have still got my salary paid from my US office and they
> have insisted that they had to pay advance tax there.
> My US work visa expired in April 2003 (not sure if that date
> matters as I had already moved from US by end of 2002).
> Now, obviously, I should not have paid any tax to the US
> last year. Only to Japan.
> How do I go about to get this refunded from the IRS? I
> suspect I should fill out a 1040NR, but what is the proper
> way to make sure that everything is refunded (or at least as
> much as possible)?
> This situation has gone on until now (we are trying to sort
> this out now), so I get this problem for 2004 as well

> I've spent countless hours digging through IRS papers, but I
> cannot seem to hit the right one. Maybe I'm not seeing the
> forest for the trees
> Any advice/pointers in the right direction is greatly appreciated.
> Reading IRS papers on the subject is about the only thing
> that make me feel like I don't understand english at all

> If anyone know the right procedure my company should have
> followed to be able to pay me salary without having to
> withold any tax in the US, that would be great as well
> (maybe I can prevent others from getting into the same mess
> in the future).

You need to file with the IRS, Form 1040NR showing no
income, the amount withheld and a request for refund (Lines
68 and 69a). I would attach a letter of explanation.

--
Alan
http://taxtopics.net

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

#-1 03-01-2004, 06:46 PM

I'm of Norwegian nationality.

I used to work in our US division, but was moved to Japan in
September 2002.

For various reasons (long story, don't want to get into that
and it does not really affect the tax situation I believe) I
have still got my salary paid from my US office and they
have insisted that they had to pay advance tax there.

My US work visa expired in April 2003 (not sure if that date
matters as I had already moved from US by end of 2002).

Now, obviously, I should not have paid any tax to the US
last year. Only to Japan.

How do I go about to get this refunded from the IRS? I
suspect I should fill out a 1040NR, but what is the proper
way to make sure that everything is refunded (or at least as
much as possible)?

This situation has gone on until now (we are trying to sort
this out now), so I get this problem for 2004 as well

I've spent countless hours digging through IRS papers, but I
cannot seem to hit the right one. Maybe I'm not seeing the
forest for the trees

Any advice/pointers in the right direction is greatly appreciated.

Reading IRS papers on the subject is about the only thing
that make me feel like I don't understand english at all

If anyone know the right procedure my company should have
followed to be able to pay me salary without having to
withold any tax in the US, that would be great as well
(maybe I can prevent others from getting into the same mess
in the future).

Regards,
Terje

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

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