Last Updated : January 14, 2009
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Form 2555-EZ

Foreign Earned Income Exclusion

Purpose of the form:
The taxpayer may use this Form (2555-EZ) instead of Form 2555 to exclude a limited amount of his foreign earned income. The taxpayer may use this form if :

  • The taxpayer is a U.S citizen or a resident alien.
  • The taxpayer earned wages or salaries in a foreign country.
  • The taxpayer had total foreign earned income of $82400 or less.
  • The taxpayer is filing a calendar year return that covers a 12 month period.
  • The taxpayer does not have any self-employment income.
  • The taxpayer does not have business or moving expenses.
  • The taxpayer does not claim the foreign housing exclusion or deduction.

Moreover, the taxpayer can use the standard mileage rate only if:

  • He owned the vehicle and used the standard mileage rate for the first year in which the vehicle was placed in service. OR
  • The vehicle was leased and the taxpayer used the standard Mileage Rate for the portion of the lease period after 1997

Enter manually the occupation name in which the expenses were incurred.

Part I – Tests if you can take a foreign Income Exclusion

General instructions:

Line 1: Bonafide Residence Test

  • If on line 1a if the taxpayer checks the YES checkbox then he meets the bonafide residence test.
  • Then only he should go to line 1b and should enter the date his boanfide residence began and ended. If he continues to remain there then he should check the checkbox “if continues”.

Line 2: Physical Presence Test

  • If on line 2a if the taxpayer checks the YES checkbox then he meets the Physical presence test.
  • Then only he should go to line 2b.

Note: If on line 1 and line 2, the taxpayer does not meet the bonafide residence test and Physical Presence test  then he cannot take the exclusion.

Line 3: Take Home Test

  • If on line 3 if the taxpayer checks the Yes checkbox then he meets the Take home test and qualifies to take the exclusion.

Part II – General Information

  • Complete line 9 to line 11 by reading carefully the instructions given on the form and give information only which applies to the taxpayer.

Part-III – Dates present in the United States:
 Enter the from and through dates that are used to define the Qualifying period dates for the tax year. The format for the Date is MM/DD/YYYY.

Part-IV – Figure your foreign Earned income Exclusion

    • On line 17 enter the total foreign earned income received in 2006 in U.S. Dollars.
    • The package by itself calculates the foreign earned income Exclusion amount.

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