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Foreign Earned Income & Foreign Earned Income Exclusion

Question: What is foreign earned income? Is it income paid by a foreign person for working abroad, or is it income paid by a U.S. company for working abroad?

Answer:

Earned income is pay for personal services performed, such as wages, salaries, or professional fees.  Foreign earned income is income you receive for services you perform in a foreign country or countries.

To qualify for the foreign earned income exclusion:

  • Your tax home must be in a foreign country; and
  • You must meet either the bona fide residence test or the physical presence test.
  • It does not matter whether earned income is paid by a U.S. employer or a foreign employer.

Foreign earned income does not include the following amounts:

  • The previously excluded value of meals and lodging furnished for the convenience of your employer.
  • Pension or annuity payments including social security benefits.
  • Payments by the U.S. Government, or any U.S. government agency or instrumentality, to its employees.
  • Amounts included in your income because of your employer's contributions to a nonexempt employee trust or to a non-qualifying annuity contract.
  • Recaptured unallowable moving expenses.
  • Payments received after the end of the tax year following the tax year in which you performed the services that earned the income.

Additional Information:


Category: U.S. Aliens and Citizens Living Abroad
Subcategory: Foreign Earned Income & Foreign Earned Income Exclusion

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The OMB number for this study is 1545-1432.
If you have any comments regarding this study, please write to:
IRS, Tax Products Coordinating Committee
SE:W:CAR:MP:T:T:SP
1111 Constitution Avenue NW
Washington, DC 20224