This case study shows how being an “Accidental American” still means you you have tax filing requirements in the US.
Robert was born in New York while his parents – both UK nationals – were working in the bright lights of Manhattan.
Even returning as a baby creates compliance requirements
The family all returned to the UK when Robert was just six months old. He attended school and university in the UK. He also acquired a US passport.
Robert visited the US a few more times on holiday but never worked there or had any US assets or income.
When he opened a bank account, he was asked whether or not he was a US citizen and of course, he ticked “yes”. This meant the bank sent him a Form W-9 to provide his social security number, which he did not have, having never lived or worked in the US.
So, he contacted Satis Tax for assistance.
Untangling the web
In the initial meeting, we advised him that he had an ongoing filing requirement because US citizens living overseas were required to file a tax return even if they had no US source income.
He contacted the Federal Benefits Unit at the US embassy and obtained his social security number. Then, we were able to get him back into the US tax system by using the Streamlined Filing Programme, a process available for US citizens who do not (wilfully) fail to file US tax returns.
Does this sound like your situation? If it does, get in touch, as we can help you.