Form 1116 for Wages from Puerto Rico

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  • Bonnie
    Senior Member
    • Jan 2007
    • 568

    #1

    Form 1116 for Wages from Puerto Rico

    Have a client who worked in Puerto Rico for a US company restoring power after the hurricane. He has W2 for total income plus a similar form for income while in Puerto Rico with wages earned while there (these are included on US W-2) and tax withheld for Puerto Rico. Trying to fill out a 1116 form to get credit for tax paid to Puerto Rico. It asks for a date the tax was paid and I have no idea what date to use since the taxes were withheld over time by the employer. I have never filled out an 1116 form so any help is appreciated
  • TAXNJ
    Senior Member
    • Jan 2007
    • 2106

    #2
    See if any of these helps

    I have a U.S. Citizen that lived in Puerto Rico part of year and worked there and then back to Indiana. Need help trying to determine how I can file a Return for Puerto Rico



    The filing status for the tax clients will be a MFJ. The husband is currently working for FEMA in Puerto Rico. He has filed Form 482 (Individual Income Tax Return) and is due to get a substantial refund. I am aware that the Puerto Rico income must be reported on the MFJ return as worldwide income. On the income document from Puerto Rico, taxes were


    Always cite your source for support to defend your opinion

    Comment

    • Lion
      Senior Member
      • Jun 2005
      • 4699

      #3
      Do you have is PR tax return in hand? What date did he file it?

      Comment

      • Bonnie
        Senior Member
        • Jan 2007
        • 568

        #4
        Have not filed a Puerto Rico return. So do I have to do that first. I have no idea how to and my software does not support it. Any ideas. I did go to Puerto Rico web site but it's all in Spanish and I can't read instructions

        Comment

        • Bonnie
          Senior Member
          • Jan 2007
          • 568

          #5
          Originally posted by TAXNJ
          See if any of these helps

          I have a U.S. Citizen that lived in Puerto Rico part of year and worked there and then back to Indiana. Need help trying to determine how I can file a Return for Puerto Rico



          The filing status for the tax clients will be a MFJ. The husband is currently working for FEMA in Puerto Rico. He has filed Form 482 (Individual Income Tax Return) and is due to get a substantial refund. I am aware that the Puerto Rico income must be reported on the MFJ return as worldwide income. On the income document from Puerto Rico, taxes were

          I've read these discussions but doesn't address my issues

          Comment

          • Bonnie
            Senior Member
            • Jan 2007
            • 568

            #6
            Originally posted by Lion
            Do you have is PR tax return in hand? What date did he file it?
            I have not filed a Puerto Rico return. Not even sure how to go about doing that

            Comment

            • Lion
              Senior Member
              • Jun 2005
              • 4699

              #7
              Do you have is PR tax return in hand? What date did he file it? PR tax returns, by PR law, must be prepared by Hacienda preparers. HRB has some. FL probably has many. When your client has his PR return prepared, he can take it to you to prepare his US returns.

              Comment

              • Burke
                Senior Member
                • Jan 2008
                • 7068

                #8
                You need to review Pub 570 about reporting income in this situation. See page 9 for de minimis income rules, and page 13 for bona fide resident rules. You don't provide amounts of PR wages or dates of employment/citizenship status in your post. If he does not meet the rules to exclude PR income, then you must report it and file Form 1116. As for date paid, I always use 12/31/XX for investment income to calculate FITC. If you know the dates of employment, you can perhaps estimate a date paid. That is not as pertinent as the amount. And you won't know what that tax amount is until he files his PR return. You don't use the withholding, as he may get a refund or owe more to PR. So he will have to file PR return first.

                Comment

                • Lion
                  Senior Member
                  • Jun 2005
                  • 4699

                  #9
                  His employer may have a recommendation for a Hacienda preparer, or his fellow workers may have recommendations.

                  Comment

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