Foreign Spouses
Foreign Spouse Accounts and FBAR Reporting
How joint accounts, ownership, signature authority, and the married-filing-status rules affect an American’s FBAR review when the spouse is foreign.
August 3, 20264 min read
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Blog | Expat Tax Tips & Guides
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
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Foreign Spouses
Foreign Spouse Inherited Accounts: U.S. Tax Reporting
What an American abroad should review after inheriting a foreign account through a spouse, including basis, Form 3520, FBAR, and Form 8938 questions.
August 3, 20264 min read
Read article Compliance
Foreign Grantor Trust vs. Nongrantor Trust for U.S. Tax Reporting
Understand the U.S. tax reporting difference between a foreign grantor trust and a foreign nongrantor trust, including Forms 3520 and 3520-A.
August 3, 20266 min read
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Form 3520-A for a Foreign Trust: Annual U.S. Owner Reporting
Understand who is responsible for Form 3520-A, what a U.S. owner needs when the trust does not file, and how to coordinate Form 3520 and Form 8938.
August 3, 20265 min read
Read article Compliance
Form 8938 Thresholds for Americans Living Abroad
Learn when Americans abroad may need Form 8938, how the foreign-resident thresholds work, what assets are included, and why Form 8938 is separate from the FBAR.
August 3, 20264 min read
Read article Foreign Pensions
French Assurance-Vie: U.S. Tax and Reporting Questions
What Americans abroad should collect before analyzing a French assurance-vie policy for income, PFIC, FATCA, FBAR, trust, and treaty questions.
August 3, 20264 min read
Read article Foreign Tax Credit
Form 1116 Income Baskets Explained for Expats
Understand why Form 1116 separates foreign income into baskets, how common expat income is categorized, and where CFC and foreign-branch issues change the analysis.
August 3, 20265 min read
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Foreign Tax Credit Carryback and Carryforward Rules for Expats
Understand how unused foreign tax credits may move between years, how separate categories affect the calculation, and why the Form 1116 instructions control.
August 3, 20264 min read
Read article Foreign Tax Credit
Form 1116 Step by Step for Americans Abroad
A source-controlled walkthrough of the Form 1116 workflow: income category, foreign tax, limitation, carryovers, and the records behind the credit.
August 3, 20266 min read
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These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.