1040 Doe Case Study Facts (CASDOM)

Printable Case Study Facts

In 2019, John Doe’s employer transferred him from Texas to the company’s London office. John and Mary Doe and their two children moved to London.

John Doe received various allowances and non-cash benefits while on foreign assignment. He also ran a consulting business, with all income earned in London.

During 2019, John Doe made one trip to the US on business.

The Does received interest income from the United Kingdom and from the US. They paid British taxes.

Mary Doe was not employed.

Targeted Areas

• Foreign income, Schedule C
• Foreign income interest
• Physical presence test
• Foreign earned income
• Foreign tax credit

Return Information

• Taxpayer Information
• Dependent Information
• Savings Accounts, Bonds, and Other Interest
• Profit or Loss from Business
• Foreign Residence - General Information
• Physical Presence Test Information
• Foreign Earned Income Exclusion
• Foreign Earned Income Compensation
• Deductible Taxes
• Foreign Tax Credit - Tax Paid or Accrued
• Filing Instructions

Data Entry

• General Information
• Foreign Financial Account
• Interest Income
• Schedule C
  • Income
  • Receipts and Expenses
• Form 2555
• Physical Presence Test Information
• Exclusions and/or Deductions
• Foreign Earned Compensation
• Wage Information
• Noncash Remuneration Information
  • Allocation of Income to US
  • Tax Equalization
• Deductible Taxes
• Form 1116 - Foreign Tax Credit
  • Passive Income
  • Other Wages
• IRS Service Center
• Reviewing the Return

 

 

 

Case Study Facts/doe_intro.htm/TY2019

Last Modified: 03/19/2020

Last System Build: 06/17/2021

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