Lynn EA USTCP in Louisiana Posted February 11, 2009 Report Share Posted February 11, 2009 My clients' (brother and sister) 85 y/o father has lived in PR for several years. He is unable to manage his own affairs, and moved to a nursing home facility in the fall of 2008. They (the brother and sister) now have a POA over his affairs, including tax matters, and have asked me to file his return. He has a US Pension and Social Security. Do I file JUST the PR return? Or both the US 1040 and the PR return? Any and ALL guidance gratefully accepted. Thank you, Lynn Jacobs, EA Kenner, LA Quote Link to comment Share on other sites More sharing options...
jainen Posted February 12, 2009 Report Share Posted February 12, 2009 >>Do I file JUST the PR return?<< Probably both, but you have to allocate the income to avoid double taxation. Read Pub 570 at http://www.irs.gov/pub/irs-pdf/p570.pdf Quote Link to comment Share on other sites More sharing options...
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