-
Notifications
You must be signed in to change notification settings - Fork 1
/
config.yaml
87 lines (86 loc) · 3.1 KB
/
config.yaml
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
firstName: Joe
middleInitial: A
lastName: Bloggs
ssn: 012-34-5678
occupation: Programmer
phone: 0015551212
email: [email protected]
address:
street: 1 Anywhere Road
county: Dublin
city: Dublin
postCode: D1
countryCode: IE
country: Ireland
employer:
name: Acme Corp.
usaAddress: 16 Acme Boulevard, Suite 400, Phoenix, AZ 12345
foreignAddress: 1st Floor Acme Building, Dublin, D1, Ireland
financial:
endOfTaxYear: 12/31/2020
# Single | Married filing jointly | Married filing separately |
# Head of household | Qualifying widow(er)
filingStatus: Married filing separately
# Income from wages.
# IE: This value is found on ros.ie "Review your tax", and then go to
# "Employment Detail Summary" and look for "Pay for Income Tax".
income: 100000.00
# Tax you paid on wages in your own country.
# IE: Go to ros.ie. Generate an "Employment Detail Summary" in
# "Pay for Income Tax" and add together "Income tax paid" and "USC paid".
incomeTax: 35000.00
# All currency values reported here are in the currency of your country of
# residence, but the IRS forms require values to be in USD, so you need an
# exchange rate to convert from your country income to USD. The
# `irs-form-filler` will convert the values for you.
averageExchangeRate: 0.951
averageExchangeRateSource: 'https://www.irs.gov/individuals/international-taxpayers/yearly-average-currency-exchange-rates'
# Except 8938, which needs the treasury exchange rate, end of year, December
# https://www.irsstreamlinedprocedures.com/fbar-department-of-treasury-exchange-rates-2020-2
treasuryExchangeRate: 0.936
# 1040 Schedule B and FBAR required
countriesWithBankAccounts: Ireland
haveVirtualCurrency: no
carryover:
# The cumulative total amount of utilized tax carry over from previous tax years.
# Keep every year, and roll the values into next year's taxes.
lastYearTaxCarryOverUSD: 8000
general:
# To update for last year, open last year's form `f1116.pdf`:
# * Find line 8 and enter that value in `foreign-taxes` (total from Part II)
# * Find line 24 and enter in `utilized` (the Part III "smaller of" value)
2018:
foreign-taxes: 28000
utilized: 19000
alternative-minimum-tax:
# To update for last year, open last year's form `f1116amt.pdf`:
# * Find line 8 and enter that value in `foreign-taxes` (total from Part II)
# * Find line 24 and enter in `utilized` (the Part III "smaller of" value)
2018:
foreign-taxes: 28000
utilized: 19000
# List all of your foreign accounts for f8938 and the separate FBAR.
# tip: The FBAR file via PDF never works, so use their online version.
accounts:
- account: '12345-678'
type: deposit
name: Allied Irish Bank
address: 37 O'Connell Street
city: Dublin, Dublin 1, IRELAND
currency: Euro
value: 12345.67
opened: false
closed: false
joint: false
tax: false
- account: '12345-679'
type: custodial
name: Irish Life
address: 37 O'Connell Street
city: Dublin, Dublin 1, IRELAND
currency: Euro
value: 10000.00
opened: false
closed: false
joint: false
tax: false