Taxes for Expats

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