Foreign pensions that hold pooled investments can create PFIC and trust-classification questions for U.S. taxpayers. Learn what to verify for UK SIPPs, Australian superannuation, Canadian RRSPs, and other retirement wrappers.
Use this practical checklist to screen for PFICs in a foreign investment portfolio. Learn the red flags, what documents to request, and what to ask before buying a foreign fund.
QEF and mark-to-market are different PFIC elections with different information and timing requirements. Learn how each works, when a fund statement is needed, and what to verify before changing an election.
Complete guide to the FEIE Physical Presence Test. Learn how to count days, track travel, choose your 12-month period, and avoid disqualifying mistakes that cost you the Foreign Earned Income Exclusion.
UK Self-Invested Personal Pensions can create U.S. treaty, trust, retirement, and PFIC questions. Learn what to document and how to review a SIPP without assuming that one filing position applies to every plan.
Malta, Cyprus, Uruguay, Paraguay, Antigua, Georgia, and Cayman Islands offer tax residency without living there. How each works and what it means for US taxes.
The Foreign Earned Income Exclusion caps at $130K. If you earn more, here's how relocating to Ecuador affects your US tax bill — and which visa gets you there.
Most LLC owners who move abroad have never heard of the Foreign Earned Income Exclusion. How it works, what it saves, and why self-employment tax is the catch.
Living abroad and paying US tax without the FEIE? You may be able to amend prior returns. Learn the Form 1040-X deadline, Form 2555 workflow, documentation, and limits on any refund claim.