How to file U.S. Tax Return from India?
December 1, 2017
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Want to know when are taxes due in 2018 as per the IRS, then click on this guide by H&R Block India to get more details about the tax filing dates for U.S Expats after getting extensions.

Tax Day: Deadline to File Taxes for U.S Expats in 2018

Last Update Date : January 30, 2018

Basis calendar year, the due date for filing your U.S tax return is April 15 of the following year. If you file on a fiscal year basis (a year ending on the last day of any month except December), the due date is three months and 15 days after the close of your fiscal year.

When the due date for filing a tax return, paying taxes, etc., falls on a Saturday, Sunday, or legal holiday then in such a case the due date is delayed until the next business day. Hence, the last day to file your taxes is April 17, 2018.

Tax filing deadline for certain taxpayers residing outside the U.S.

Automatic 2-month extension (until June 15, 2018)
For most taxpayers, the due date for filing U.S. tax return is April 17, 2087. For certain taxpayers outside the U.S., the due date for filing U.S. tax return is June 15, 2018, i.e. if you are outside the U.S. then you are allowed an automatic 2-month extension, without filing Form 4868 (until June 15, 2018, if you use the calendar year), to file your 2017 return.

How to get an automatic 2-month extension?

To use this automatic 2-month extension, you must attach a statement to your return explaining that on the regular due date of your return you are living outside the U.S. and your main place of business or post of duty is outside the U.S. Hence, this qualifies you for the extension.

Tax Day 2018 for U.S. expats in India

An additional automatic 6-month extension (until October 15, 2018)

If you are not able to file your 2017 return by the automatic 2-month extension date, you can request for an additional automatic 6-month extension of time to file your return by October 15, 2018. Just remember that you should file this form before the automatic 2-month extension date, that is, before June 15, 2018.

How to get an automatic 6-month extension?

To get this automatic extension, you must file a paper Form 4868 or use IRS e-file (electronic filing). The form should reflect your properly estimated tax liability based on the information available to you.

However, you may not be eligible to use the automatic 6-month extension of time to file due to the following:

  • You want the IRS to figure your tax, or
  • You are under a court order to file by the regular due date.

Penalties and Interest

Remember that extensions are only extensions to file and not extensions to pay. Therefore, if you have a tax due, you should have paid it by April 18, 2017. In case you fail to clear your tax dues, you will be charged interest on the balance between April 18 and June 15.

Any payment concerning tax due made after June 15 will be subject not only to interest charges but also failure to pay penalties.

[ Read: Benefits of Filing your U.S. Taxes ]

Requirements for claiming foreign earned income exclusion

To claim the foreign earned income exclusion (Form 2555), the foreign housing exclusion, or the foreign housing deduction, you must meet all three of the following requirements:

  • Your tax home must be in a foreign country.
  • You must have foreign earned income.
  • You must be one of the following:
    • A U.S. citizen, who is a bona fide resident of a foreign country or countries for an uninterrupted period that includes an entire tax year.
    • A U.S. resident alien, who is a citizen or national of a country with which the United States has an income tax treaty in effect and who is a bona fide resident of a foreign country or countries for an uninterrupted period that includes an entire tax year.
    • A U.S. citizen or a U.S. resident alien, who is physically present in a foreign country or countries for at least 330 full days during any period of 12 consecutive months.

[ Read: Document Checklist to File U.S. Tax Return ]

Additional 1-month extension or in total 7-month extension (until November 15, 2018) (Extension of time to meet tests)

You do not get an extension of more than six months. However, if you are outside the U.S. and meet certain requirements mentioned below, you may be able to get a longer extension:

  • You are a U.S. citizen or resident alien,
  • You expect to meet either the bona fide residence test or the physical presence test, but not until after your tax return is due and,
  • Your tax home is in a foreign country (or countries) throughout your period of bona fide residence or physical presence, whichever applies.

 

If you are granted an extension, it generally will be to 30 days beyond the date on which you can reasonably expect to qualify for an exclusion or deduction under either the bona fide residence test or the physical presence test. Hence, the due date for filing your U.S. tax return will be November 15, 2018.
If you are a U.S. citizen or a resident alien of the United States and you live abroad, you are taxed on your worldwide income. However, you may qualify to exclude from income up to $110800 of your foreign earnings.

[ Read: How to File U.S. Tax Return from India ]

How to get an extension for Form 2555?

You will have to file Form 2350 either by giving it to a local IRS representative or other IRS employee or by mailing it to the Department of the Treasury, Internal Revenue Service Center, Austin TX 73301-0045.

You must file this form by the due date for filing your return, i.e. June 15, 2018, along with form 4868 or by the extended due date, i.e. October 15, 2018.

Not sure how to file your U.S. Tax Return? Let H&R Block help you file your taxes.
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