Contents
Important Changes for 1999 .............
1
Important Reminders .........................
2
Introduction ........................................
2
1. Filing Information ..........................
2
Filing Requirements ........................
3
Nonresident Spouse Treated as a
Resident ...................................
5
Estimated Tax .................................
6
Information Returns and Reports ...
6
2. Withholding Tax ...........................
7
Withholding ....................................
7
30% Flat Rate Withholding .............
8
Social Security and Medicare Taxes
8
3. Self-Employment Tax ....................
10
Who Must Pay Self-Employment
Tax? .........................................
10
Exemption From Social Security and
Medicare Taxes .......................
11
4. Foreign Earned Income and
Housing: Exclusion-Deduction ..
11
Who Qualifies for the Exclusions
and the Deduction? .................
11
Requirements ..................................
11
Foreign Earned Income Exclusion .
18
Foreign Housing Exclusion or
Deduction .................................
20
Form 2555 and Form 2555EZ ......
21
5. Exemptions, Deductions, and
Credits ..........................................
27
Exclusion vs. Deduction .................
27
Exemptions .....................................
27
Contributions ...................................
27
Moving Expenses ...........................
27
Individual Retirement Arrangements
29
Taxes of Foreign Countries and U.S.
Possessions .............................
29
How To Report Deductions ............
30
6. Tax Treaty Benefits .......................
31
The Purpose of Tax Treaties ..........
31
Common Benefits ...........................
31
Competent Authority Assistance ....
32
Obtaining Copies of Tax Treaties ...
32
7. How To Get More Information .....
32
Services Available Only Outside the
United States ...........................
33
Taxpayer Advocate Services ..........
33
Questions and Answers ....................
35
Index ....................................................
41
Important Changes for
1999
Foreign earned income exclusion in-
creased.
For 1999, the maximum amount
of foreign earned income that you may be
able to exclude from your U.S. gross income
has increased to $74,000.
Photographs of missing children. The
Internal Revenue Service is a proud partner
with the National Center for Missing and Ex-
ploited Children. Photographs of missing
Department
of the
Treasury
Internal
Revenue
Service
Publication 54
Cat. No. 14999E
Tax Guide for
U.S. Citizens
and
Resident Aliens
Abroad
For use in preparing
1999 Returns