Filing Date for Expatriation

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exPenn
Posts: 107
Joined: Tue Aug 20, 2013 3:06 pm
Location: GTA

Filing Date for Expatriation

Post by exPenn »

My wife renounced her USC on Sept. 16, 2013. We were planning to file her final return (full year 1040 + 8854) as usual before June 15. However, she has still not received her CLN (current estimates from the local consulate are > 1 year to issue). Should she file now without a CLN (no reason it should be denied), or file a 4868 to get an extension until Oct. 15 (with no guarantee she will have it even then) ? Any opinions?
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nelsona
Posts: 18688
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

Since you are filing a 1040 rather than a 1040/1040NR, I don't see why you would wait, since you there is no question as to whether she is filing a 1040NR "inappropriately". If/When Treasury reviews her 8854 they can verify with State at that time.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
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