Taxes for Expats

Living Abroad
Taxes When You Move Abroad
FBAR & FATCA
Do I Have to Report Foreign Bank Accounts to the IRS?
Living Abroad
What Is the Foreign Housing Exclusion?
Tax Treaties
What Is a Totalization Agreement?
Living Abroad
What Is the Physical Presence Test?
Living Abroad
What's the Difference Between a Resident Alien and a Nonresident Alien for Tax Purposes?
FBAR & FATCA
What's the Difference Between FBAR and FATCA?
Foreign Income
What's the Difference Between the Foreign Tax Credit and the Foreign Earned Income Exclusion?
FBAR & FATCA
The FBAR Signature Authority Rule: When You File Even Without Ownership
Living Abroad
Section 911 Tax Home Requirement: What Counts as Your Tax Home Abroad
FBAR & FATCA
Crypto Held on Foreign Exchanges: FBAR and Form 8938 Reporting
Living Abroad
Working Remotely for a US Employer While Abroad: Tax Basics
Living Abroad
Foreign Rental Property Depreciation: Key Rules for US Expats
Living Abroad
Tax Treaties and Pension Income: How Treaties Protect Expats in Retirement
Living Abroad
The Streamlined Offshore Procedures: Who Qualifies and How They Work
Living Abroad
Expat Tax Planning Before Retirement: A Checklist
Living Abroad
Quarterly Estimated Taxes for Expats: When You Need to Pay
Living Abroad
Reporting Foreign Inheritance Received by US Persons
Living Abroad
State Income Taxes After Moving Abroad: How to Break Residency
Living Abroad
The Net Investment Income Tax for US Expats
Living Abroad
The Exit Tax for Green Card Holders: What Long-Term Residents Need to Know
Living Abroad
US Citizens Working for Foreign Governments Abroad: Tax Treatment
Living Abroad
Phantom Stock and SARs for US Expats: Tax Treatment
Living Abroad
Physical Presence Test: How to Count Your 330 Days Correctly
Living Abroad
The Bona Fide Residence Test: Common Mistakes That Cost Expats the FEIE
Foreign Income
Foreign Tax Credit Carryover Rules: How Excess Credits Work
Foreign Income
Choosing Between the FEIE and the Foreign Tax Credit Each Year
Living Abroad
IRS Identity Protection PIN for Expats: How to Get One
Living Abroad
Foreign Scholarship and Fellowship Income: US Tax Rules for Students Abroad
Living Abroad
Passive Activity Loss Rules for Foreign Rental Property
Living Abroad
Vacation Home Abroad: Tax Rules for Mixed-Use Foreign Properties
Living Abroad
Estate and Gift Tax for US Expats Living Abroad
Living Abroad
Foreign Currency Gains on a Mortgage: An Often-Overlooked Tax Issue
Living Abroad
US Military Personnel Stationed Abroad: Tax Rules
Living Abroad
Pre-Immigration Tax Planning: What to Do Before Moving to the US
Living Abroad
Pre-Expatriation Tax Planning: What to Do Before Moving Abroad
Living Abroad
World Bank and IMF Employees: US Tax Considerations
Living Abroad
UN and International Organization Employees: US Tax Exemptions
Living Abroad
Required Minimum Distributions While Living Abroad
Living Abroad
Mega Backdoor Roth Conversions for US Expats
Living Abroad
Health Savings Accounts (HSAs) for US Expats: Eligibility Rules
Living Abroad
Roth IRA Conversions While Living Abroad: Planning Opportunities
Living Abroad
Investing in Foreign REITs: Tax Implications for US Expats
Living Abroad
Foreign Real Estate Crowdfunding: US Tax Considerations
Living Abroad
Short-Term Rental Income from Foreign Property: Airbnb and Tax Rules
Living Abroad
NFTs and US Taxes While Living Abroad
Living Abroad
Crypto Staking Rewards Abroad: US Tax Treatment
Living Abroad
IRS Individual Online Account: What US Expats Can Access
Living Abroad
Form 8854: The Expatriation Statement After Renouncing US Citizenship
Living Abroad
Form 8840: The Closer Connection Exception to US Tax Residency
Living Abroad
K-1 Income from a US Partnership While Living Abroad
Living Abroad
Deferred Compensation and the FEIE: What Expats Need to Know
Living Abroad
Employee Stock Purchase Plans (ESPP) for US Expats
Living Abroad
Stock Options Exercised While Living Abroad: US Tax Treatment
Living Abroad
RSUs Vesting While You Live Abroad: US Tax Treatment
Living Abroad
Brazilian Private Pension Plans (PGBL and VGBL): US Tax Reporting
Living Abroad
South Korea's IRP Pension Account: IRS Reporting for US Expats
Living Abroad
South African Retirement Annuity: US Tax Treatment for Expats
Living Abroad
New Zealand KiwiSaver: IRS Reporting for US Expats
Living Abroad
Hong Kong MPF: IRS Reporting for US Expats
Living Abroad
Indian NRE and NRO Accounts: What US Expats Must Report
Living Abroad
India's PPF and EPF: IRS Reporting for US-India Expats
Living Abroad
South Africa and US Taxes: What American Expats Need to Know
Living Abroad
Ireland and US Taxes: What American Expats Need to Know
Living Abroad
Mexico and US Taxes: What American Expats Need to Know
Living Abroad
Hong Kong and US Taxes: What American Expats Need to Know
Living Abroad
South Korea and US Taxes: What American Expats Need to Know
Living Abroad
New Zealand and US Taxes: What American Expats Need to Know
Living Abroad
Italy and US Taxes: What American Expats Need to Know
Living Abroad
Spain and US Taxes: What American Expats Need to Know
Living Abroad
France and US Taxes: What American Expats Need to Know
Living Abroad
Portugal's NHR Program and the IFICI Regime: What US Expats Need to Know
FBAR & FATCA
Foreign Checking Accounts: FBAR and Tax Reporting Basics
FBAR & FATCA
Foreign Savings Accounts: Interest Reporting and FBAR
Living Abroad
Foreign Brokerage Accounts: What US Expats Must Report
Living Abroad
Swiss Bank Accounts and Pillar 2/3 Pensions: IRS Reporting
Living Abroad
Foreign Life Insurance Policies: IRS Reporting and Tax Treatment
Living Abroad
Dutch Box 3 Wealth Tax and US Tax Implications
Living Abroad
Mexican Afore Accounts: IRS Reporting for US-Mexico Expats
Living Abroad
Israeli Pension Funds (Keren Hishtalmut and Pension Kupa): US Reporting
Living Abroad
French Assurance Vie: IRS Treatment for US Expats
Living Abroad
Irish PRSA and ARF Pension Accounts: IRS Reporting for US Expats
Living Abroad
Foreign 401(k) Equivalents: Which Ones Does the IRS Recognize?
Living Abroad
Singapore CPF (Central Provident Fund): IRS Reporting Requirements
Living Abroad
Japanese iDeCo and NISA: US Tax and Reporting Implications
Living Abroad
German Riester and Betriebliche Altersvorsorge: US Reporting
Living Abroad
Canadian RRSP and TFSA: IRS Reporting Requirements
Living Abroad
UK ISA Accounts: Are They Reported to the IRS?
Living Abroad
Australian Superannuation: How It's Reported to the IRS
Living Abroad
Investing Abroad as a US Expat: Tax-Efficient Strategies
Living Abroad
Passive Foreign Investment Company (PFIC) Reporting: Form 8621
Living Abroad
The Tax Implications of Retiring Abroad
Living Abroad
Emergency Financial Help While Abroad: IRS and State Department Resources
Foreign Income
How Foreign Taxes Are Calculated for the Foreign Tax Credit
Living Abroad
IRS Offshore Compliance Programs: Which One Is Right for You?
FBAR & FATCA
FBAR vs. Form 8938: Do You Have to File Both?
Living Abroad
Dependents Living Abroad on Your US Tax Return
Foreign Income
How the FEIE Affects Your Tax Rate on Non-Excluded Income
Foreign Income
Short-Term Work Assignments Abroad: Do You Qualify for the FEIE?
FBAR & FATCA
Cryptocurrency Held on Foreign Exchanges: FBAR and Form 8938 Risks