Foreign Pensions
When a Foreign Pension Raises Form 3520 Questions
Why a foreign pension may require a foreign-trust review, what documents to collect, and how Form 3520 differs from Form 3520-A and Form 8938.
August 3, 20264 min read
Read article Blog
Blog | Expat Tax Tips & Guides
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
284 resources found
Foreign Pensions
Foreign Pension Lump-Sum Distributions: U.S. Tax Review
A checklist for Americans abroad receiving a foreign pension lump sum, including treaty, basis, currency, Form 3520, and Foreign Tax Credit questions.
August 3, 20264 min read
Read article Retirement Abroad
Foreign Pensions and U.S. Tax: A Practical Review for Expats
How Americans abroad should map foreign pension plans, employer contributions, distributions, treaties, PFICs, trusts, and information reporting.
August 3, 202611 min read
Read article 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
Read article 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
Read article Foreign Trusts
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, 20265 min read
Read article Free inquiry · Written scope
Still unsure? Ask a general question. Do not send tax documents here.
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.