Referral to Accountant with experience in US/PR incomes

Post new topic

Mac1405 New member

Member since 17 August 2016

Mac1405New member17 August 2016 19:01:01

Hi,

My partner and I moved to PR in January 2015 and moved back to the states in October 2015, which makes for a bit of confusing tax situation. Does anyone have a referral to an Accountant with experience split US/PR income and relocations?

Thanks!

mac00677 Serial expat

Member since 22 December 2014

mac00677Serial expat19 August 2016 12:26:02

380

I don't, but I imagine you'd pay the income you earned here, to the state. Federal is federal, so you'd pay that, no matter what state you lived in.

Kathryn3000 Member

Member since 23 February 2016

Kathryn3000Member19 January 2017 10:13:50

Hi all! I was wondering if anyone could recommend a good tax accountant. The salary is from the federal government so it would be helpful if the accountant is experienced in that. Spanish-only is okay, but we would probably do better with an English speaker if available. My partner grew up speaking Spanish, but his vocabulary for adult things is sometimes limited, ha!

Thank you so much!

ReyP ViP

Member since 09 May 2015

ReyPViP19 January 2017 12:15:19

5509

Mac1405, you will need a local accountant only if you had income from PR non federal job.
You were not a full resident of PR since you were not in the island for more than 6 months

In general you are facing states taxes, and Federal as normal and may be required to pay PR taxes for income received in PR by a Company with offices in PR. Any PR taxes collected off your paycheck you will need to file in order to get it back (eventually).

You file federal first then state and maybe PR, PR normally gives you credit for Federal taxes payed so likely all you have is a refund due to you from PR. Most people in PR just file themselves or go to H&R Block. Be aware that is taking 9 months to get refunds from PR so have patience.

Sorry no names.

Articles to help you in your expat project in Puerto Rico

Renting in Puerto Rico
Visiting the island many times over the years and getting to know the towns and different areas before making a ...
5 misconceptions about Puerto Rico
Playa del Condado, Puerto Rico
Purchasing property in Puerto Rico
Six yeas ago we purchased our home in Naguabo Puerto Rico (PR) in the barrio of El Duce. Some of the lessons we ...
A land of opportunity and freedom.
The day we decided to move we were a little worry about how expensive it would be. Now we know how affordable it ...
About Work VISA
I am writing this guide to assist people understand how a work VISA is done.
Social Security Number for Expats
Ok, have a social security number is your first step to receive your salary and start you financial live on the ...
Why realtors may not call you back
There are many reasons and probably more that I can list, but I will try to cover the most common ones. Remember, ...