Ask Experts Questions for FREE Help !
Ask
    tuldav's Avatar
    tuldav Posts: 1, Reputation: 1
    New Member
    		  
    #1

    Sep 29, 2009, 06:56 PM
    Alien Resident Parent of US Citizen required to file/pay taxes?
    My mother is a resident alien living with us for most of the year. Is she required to file an income tax return? Her only source of income is a small annuity from my father's retired military pension (non-US).
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Sep 30, 2009, 09:52 AM
    If she is a resident alien, ALL world-wide income is subject to U.S. income taxes.

    If the pension is less than $3,600, she owes ZERO tax and has NO requirement to file.

    Further, she is entitled to a $3,600 personal exemption and a $5,500 standard deduction, so if the total pension is LESS than $9,100 for the year, she will owe ZERO federal income tax, though she WILL have to file a tax return.
    Five Rings's Avatar
    Five Rings Posts: 459, Reputation: 7
    Full Member
    		  
    #3

    Oct 1, 2009, 01:52 PM

    First, if your mother is 65 or older she will receive a somewhat higher standard deduction than the $5,500 mentioned above.

    Second, the military pension falls under the "Government Service" article of all US tax treaties. What country is your mother from?
Not your question? Ask your question View similar questions
 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Gift from Non resident alien to US citizen [ 17 Answers ]

My dad who is an Non-resident alien would like to gift some amout ~$30,000 from the sale of foreign assets in the foreign country into my foreign bank account, which currently has only $100.00. He will be immigrating to the US during dec'09. For 2009, he will be a Dual status alien, i.e NRA till...

Non-Resident, did not file 8843, filed as a resident alien [ 9 Answers ]

Hello, I am in a big mess here. I came to the US on Dec. 27th 2000 as an international student. I am still an international student but have filed for my Green Card through a family petition. Tax filing year Form-Filed 2001 -------------1040ez 2002--------------1040ez...

Are resident aliens required to file taxes? [ 1 Answers ]

Hello, I just wanted to know for future reference. After being in the US for more than five years I am now considered a resident alien. So that being said, let's say next year I don't work and don't receive any income. 1. Am I still required to file a 1040 even if I don't receive any...

Can I Jointly file tax return with spouse (resident alien & non resident alien) [ 1 Answers ]

I am in H1B worked in two different states in 2008 01Jan08 - 25Feb08 - Texas 05May08 - 13Aug08 - Texas 14Aug08 - 31Dec08- Illinois Note: march-April in India Spouse moved to US on 24 Oct 2008 in H1B got SSN in nov and doesn't have W2 for 2008 1. As per substantial presence test myself...

Non resident alien foreign trust return required [ 3 Answers ]

Hi there Just wondered if you are able to help with two questions I have an investment account with a brokerage firm, where I buy and sell shares, receive dividends from US listed and non US listed companies (on the stocjk exchanges). My account was setup as a complex foreign trust with my...

View more questions Search