1040-US: Entering U.S. days (bona fide residence test) and travel information (physical presence test) for Form 2555

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Question

Where do I enter U.S. days during the tax year for clients qualifying under the bona fide residence test, and where do I enter travel information for clients qualifying under the physical presence test?

Answer

Enter all travel information (U.S. or foreign) in the statement dialog attached to the US business days and travel information field. This field is located in the Foreign Earned Income Allocation Information section of Screen 2555.

Information entered in this field's statement dialog is used to:

Enter travel information in chronological order for UltraTax CS to calculate the 12-month physical presence period on line 16. Only one qualifying period is calculated. Enter travel information that is most closely related to the current tax year and also contains at least 330 days physically present in a foreign country or countries. Form 2555 is not completed if UltraTax CS calculates fewer than 330 physical presence days.

Related topic: Foreign tax credits and earned income FAQs (1040)

Internal notes


There is internal-only sample data available for this subject matter.

Click the UltraTax CS icon below to download the data, then double-click the .CSD file and restore the client(s).

Note: If you cannot successfully restore the .CSD, work with the customer to duplicate their data entry or consider using WebEx to view their client data. After the call, see Troubleshooting Tips for Restoring .CSD Files to troubleshoot why you're not able to restore a .CSD file.


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