What is 2555? A Comprehensive Guide to Foreign Income Exemption

Definition & Meaning

The IRS Form 2555 is a tax form used by U.S. taxpayers who earn income from foreign sources. This form allows individuals to claim the foreign earned income exclusion, which can exempt a portion of their foreign income from U.S. taxation. To qualify for this exemption, taxpayers must meet specific criteria, including residing and working outside the United States and passing either the Bona Fide Residence Test or the Physical Presence Test.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A U.S. citizen working in London for a multinational company can use Form 2555 to exclude up to $91,500 of their foreign earnings from U.S. taxes.

Example 2: A person who has lived in Germany for two years and meets the Physical Presence Test can file Form 2555 to claim both the foreign earned income exclusion and housing deductions. (hypothetical example)

Comparison with related terms

Term Definition
Form 2555 Used to claim foreign earned income exclusion and housing deductions.
Form 1116 Used to claim the foreign tax credit for taxes paid to foreign governments.
Bona Fide Residence Test A test to determine if a taxpayer has established a permanent residence in a foreign country.
Physical Presence Test A test based on the number of days a taxpayer is physically present in a foreign country.

What to do if this term applies to you

If you are a taxpayer earning income abroad, consider filing Form 2555 to claim your foreign earned income exclusion. You can find ready-to-use legal form templates through US Legal Forms, which can simplify the process. If your situation is complex, it may be wise to consult with a tax professional for personalized advice.

Quick facts

  • Maximum exclusion amount: $91,500
  • Eligibility: Must reside and work outside the U.S.
  • Tests: Bona Fide Residence Test or Physical Presence Test
  • Additional claims: Housing exclusion or deductions

Key takeaways

Frequently asked questions

U.S. citizens or resident aliens who earn income from foreign sources and meet the residency requirements.