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Who Talk to as US and German Citizen about Insurance and my taxation

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mozwoeld

I realize i need to talk to someone to really find out what my rights are in Portugal.  I am a US citizen with German citizenship (though I have not worked or lived in Germany).  I am considering living part time in Portugal but don't know if I need to pay taxes there to get insurance (MGEN as over 70) and stay there.  I believe i would need to move out every three months for periods of time but really need to ask someone what the actual regulations are and what i need to do. I also know what the tax ramifications would be on my American income.    I am going to be in Lisbon the end of April and would like to possibly meet with someone.  My husband does not have EU citizenship and I know everything is easier for him with me being an EU citizen but want to really ask specific detailed questions.  Thanks for any advice anyone can give me to find that attorney or person who would have answers for me. 

JohnnyPT

@mozwoeld

You can get health insurance without being a tax resident in Portugal.


To get health insurance, you need to have an address and a Portuguese NIF tax number. If the insurance is paid by bank transfer, you need to have a bank account in the EU.


If you live in Portugal for 6 months + 1 day, you become a tax resident in PT.  Being a tax resident doesn't mean that you pay double taxes in both countries. It means that you have to declare your annual income in Portugal, including the taxes you pay in the US. This is due to the agreement between the US and Portugal to avoid double taxation.


You can get a NIF when you're in Portugal. You can hire a solicitor to act as your tax representative. Here's how to do it (please use your browser translator):

https://www2.gov.pt/migrantes-viver-e-t … m-portugal


Solicitors, Lawyers & Administrative division of Portugal:

https://www.expat.com/forum/viewtopic.php?id=941009

Strontium

Assuming you travel on your EU passport but your Husband travels on US passport.


You can stay in Portugal not exceeding 6 months in a year or be liable to do tax paperwork etc, you can then also stay elsewhere in the EU.


Your Husband can be in the EU for max 3 months then leave for min 3 months - obviously this can be split differently as in 1 month in EU then 1 month out of the EU.


If you stick to those timings then you can both spend up to 6 months per year here with minimal paperwork whilst attempting to decide where and how you may like to live here or not live here.  If you have not spent a reasonable amount of time here looking at different areas/towns and whilst there types/prices/availability of properties either to rent or buy,  getting a NIF, opening a bank account, how to live in Portuguese, food, the dried cod experience, barking dogs, public transport, wine, real football, old buildings, older buildings, Boom festival, how could you possibly make an informed decision to move here?  Why not spend a few months here experiencing the country, a few months away then a another few months here till you know how, where, or not you want to live.

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