Vivinavi : Hawaii : (United States) Hawaii

• tax man
• mail
• 2022/01/25 (Tue) 00:02
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In response to your question.

W － With regard to IRS forms, including 2, you can file without the original form by contacting the company that will be in effect and having them send you a copy
. For

filings, all IRS forms are required, so if you filed a
1099 － INT form with your bank last year, as well as a
W － 2 form, please contact your company or bank and ask for a copy.
and ask for a copy.

These forms are IRS forms, which are issued to U.S. residents to report income earned from work
to the IRS, and the filer's form
is sent to the IRS to match the form sent to the IRS. Since the
information on the form is already recorded in the IRS database, the basic process is to match the amount
reported with the IRS data, so the
filer should contact the company that will be issuing the form and send a copy of the form to the IRS.
We think they should send us a copy of the form and ask us to get it for them.

Since the declaration is done by basic e-file, the original form is not necessary.

In addition, if you have any income in Japan, you need to include it in your U.S. tax return
and file it.

Also, if you have more than $10,000 in a Japanese bank account, you must file an FBAR
report （ ） in addition to your income tax return.

Permanent residents who are in Japan on a re-entry permit are required to report
to the US.

• Tax
• mail
• 2022/01/25 (Tue) 08:25
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Tax man,
Thank you for your answer.
You mentioned that we need to have a copy of the form sent to us, but we have bank and stock accounts in Hawaii, etc. Is it possible to contact each of those companies and have them send us a copy of the form as data on the Internet, for example? I would like to be able to make an accurate declaration from Japan by phone or e-mail rather than going to the bank.
Thank you very much.

• tax man
• 2022/01/25 (Tue) 11:10
• Report

Bank forms （ 1099 － INT ） and stock forms （ 1099-B ） are
required by Federal regulations to be sent to the filer.
Even if the address changes to Japan, the bank or stock company will be punished if they do not send the form
So it is not something you can ask them to send, but of course the bank etc. must send the form
So of course, by informing them of your new address, they will send it to you. So, of course, you can contact us with your new address, and we will send it to you.

You can download the stock company forms by entering your account number and password
from the site.

Again, it is common for customers to change their address （ moving from Hawaii to New York or California
）
.

Resigning and moving
to another state, especially from a company where you worked, is not unusual.

Therefore, please understand that it is not a
request to contact your former employer （ by letter or phone ） in any way
to have forms sent to your new address, as everyone usually does. Please understand that it is not like we are asking you to do this.

Two of my clients returned temporarily to Japan last year and filed their tax returns from Japan,
I have also prepared returns for people who have broken their permanent residence status and returned to Japan,
all from a Japanese address and also e-filed. All the tax returns are filed from a Japanese address, and since they are e-files, there is no need to send
the tax returns by mail from Japan.

Therefore, the form itself is not necessary, but a copy of the form is sufficient
to file the return.

• Tax
• mail
• 2022/01/25 (Tue) 11:31
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Tax man, thank you very much for your frequent replies.
Is it possible to send a copy of the form to each company even if my current address is only in Japan or the destination address is my current address in Japan, if I can contact each company ？
I have never heard that the company has to send the form.
Also, I have been sending checks to Federal ？ and the State of Hawaii, but if I have a bank account in the US, can I contact the IRS and make a direct debit or return there without sending checks? ？
Thank you very much.

• tax man
• 2022/01/25 (Tue) 14:05
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＞ Is it possible to have a copy sent to me if I can contact each company
＞ even if my current address is only in Japan or the destination address is my current address in Japan? I think the best thing to do is to contact each company and tell them your new address.

Normally, you should contact the companies （ you do business with, such as banks ） once you have officially changed your address
.

Japanese banks, etc. are required by regulation to close
your account when you are no longer registered in the area.

American banks also do not
keep accounts of people who do not reside in the same area, so contacting them directly is
necessary, not just sending them a form.

If you have a stock company, etc., and you return to Japan permanently, you will not be able to file your income tax return in the U.S. if your
form is issued as income in the U.S. This will cause problems
so you should contact the company where you have your account and where your income is generated anyway. You need to contact the company
where you have the account and where the income will be generated
by writing an official letter with your signature and date if possible.

Forms （ IRS forms ） will be sent
without any problems if they are fully processed in this way, and with the exception of the company （ for which you worked ）, neither banks nor stock companies can
send you their You can automatically download tax forms, etc.
from almost any company by entering your account on their Internet site.

However, you need to notify each company in writing that you have changed your address to Japan, not only because of this form, but also because
even after you return home and give up your permanent residence status, the form will be effective as income in the U.S.
and this can be problematic. You should notify each company in writing
that you have changed your address to Japan. You will probably be notified by the company of the change in processing method
and you should complete the process accordingly.

In addition, if you are receiving a pension such as Social Security,
you must go to the Social Security office and change your address before you return to Japan
or you will not be able to receive your benefits in the US when you return to Japan.
You will not be able to file a Social Security return with your tax return, which will
cause problems.

In conclusion, I think you need to
notify each company as soon as possible, not just focusing on having the forms sent to Japan, but also considering the
processing that needs to occur due to the change of address in Japan.

• tax man
• 2022/01/25 (Tue) 16:01
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Postscript.

I don't know if it is related to Corona for the last 1 － 2 years, but more and more people are returning to Japan temporarily to take care of their parents
.

In case of permanent return, you need to file your last tax return
with a certificate of renunciation of permanent residence, but I would like to advise you on one point regarding tax return.

The last tax return cannot be filed on a
1040 if you basically ceased to be a permanent resident on December 31 of that year. 1040 － It will be filed with a very unfavorable
deduction on the form NR.

I prepared a
return for a person who worked in Hawaii in 2020 and returned to Japan in Corona, but with W － 2 and unemployment insurance in Hawaii, if they file a
return on the 1040NR, they will pay a lot. I filed my
return as a resident of Hawaii as of December 3, 2011. As a result, I received a refund.

If I file a 1040NR return, I will have to pay.

In addition, we prepared the final return for a couple who also lived in Hawaii in 2021.
The couple had applied for a re-entry permit twice and had resided in Japan during those times.
We filed the first return with 1040NR, but the
form for pension （ Social Security ） was for US residence, so they could not file with 1040NR
We managed to get the form processed with a backdoor method.

Taking these points into consideration, if there is a
person who will return to Japan permanently in, say, 2022, please consider the following points.

If you have some income in the U.S. within 2022, do not
destroy your permanent residence within 2022, but in January of the following year. In this case, you will have to file a
return to the U.S. in 2023, but since you will return in January, your
income in the U.S. for that year will be ＄ almost zero, so you will not have to file a return only to destroy your permanent residence status, which will result in
payments, etc.
You can avoid the payment etc.
In addition, if possible, you can avoid problems related to income tax returns in the U.S. by obtaining a re-entry permit, filing a
return from Japan as a resident of the U.S. for two years, and then terminating your permanent residence
when you are completely ready to leave the U.S. You can avoid problems related to income tax filing in the U.S.

It is strongly recommended that you complete your bank, stock, and home ownership transactions during this period and try to complete your money matters while you are a
resident （ or permanent resident ） in the US.

• tax
• mail
• 2022/01/26 (Wed) 03:01
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Tax man
Thank you again.
First, I will tell each company, bank, etc. that I am in Japan, download the forms automatically from each company's internet site, give that information to the tax accountant to prepare my tax return, and finally, I will call the IRS directly.
I hope this is correct ？.

• tax man
• 2022/01/26 (Wed) 10:40
• Report

Instead of calling the IRS, you can give the certificate
to your tax attorney at the stage of abandoning your permanent residence and make a final tax return, which will completely complete your return to Japan
and you will not have to file any further tax returns in the US regarding your taxes.

The final tax return will be made as Non Resident （ Non Resident ）
and not as a regular 1040, and the IRS address to be sent with the Certificate of Abandonment of Permanent Residence will be a special address
not a regular address. and we do not accept phone calls.

For address changes, permanent abandonment, and final tax returns,
please contact your existing tax advisor
for more information and follow their instructions, rather than asking questions on a message board.

Mistakes, etc., can cause problems.

Please contact a professional to handle this matter.

• tax
• mail
• 2022/01/26 (Wed) 13:43
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Tax man, thank you for every reply. We are Citizen, so we cannot waive it. Thank you very much for listening to me. We have talked to our tax accountant just to be sure. Taxman, I thought you should stop acting like an expert.
I laughed.
Thank you very much.

• tax man
• 2022/01/26 (Wed) 14:28
• Report

Understood.

FYI, I have been a tax attorney in Los Angeles for over 20 years.


I have been asked to handle
tax returns for Hawaii residents who have seen this topic, and I handle
two － three such returns each year.

We apologize if we have offended you, but we would again
recommend that you do not ask these questions on the board, but instead ask your usual experts to
handle these matters.

• ブーメラン
• mail
• 2022/01/26 (Wed) 17:08
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• Delete

Quick story.

Topix really has zero deciphering and comprehension skills.
I laughed and said, "He's so stupid!

He is a Citizen, but he has no English skills either, to the point of embarrassment.

His character is also rotten, which is the real reason he came to the board after being rejected by all the tax accountants, ostensibly because he was "busy.

In the pandemic, originally, crazy people are getting crazier and crazier, and Topix is one of them. We thank Tax Man for that.

• tax
• mail
• 2022/01/26 (Wed) 18:49
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Good morning

Tax man, I was wondering if that is true since you mentioned your experience in your story. One thing I was wondering is if it is true that if you have more than $10,000 in a Japanese bank, you have to declare it there as well ？.

• スルーで
• mail
• 2022/01/26 (Wed) 19:19
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tax man,
I don't need to explain any more to Topix.
Topi continues to ask questions without a word of apology for the misunderstanding.
Since you commented that you are consulting a tax accountant, it is better to pay him properly and gather the information yourself. tax man's time is wasted.

• マカプウ
• 2022/02/03 (Thu) 06:55
• Report

I was stunned by the topical remarks.
It is really disrespectful to taxman who spent time and made detailed and clear comments many times （ I am angry ） I feel bad.


tax man's comment was very helpful as I will be returning to Japan soon.
Your advice on the unemployment insurance topic was also really helpful. Thank you for all the help you have given us in our time of need. Thank you from the bottom of my heart.