Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
272 resources found
IRS Notices
Facing an IRS examination while living outside the United States? Use this preparation checklist to organize the notice, records, foreign tax documents, and professional-authority questions.
IRS Notices
How the IRS and foreign financial-information systems can connect a U.S. person abroad to a tax return, and what to do when a notice arrives.
Foreign Spouses
When married filing separately may be considered by expat couples, and how it affects foreign-spouse elections, community property, credits, and reporting.
Crypto Taxes
A U.S. tax recordkeeping guide for expats who buy, sell, create, or receive NFTs, including basis, income, foreign platforms, and reporting.
Foreign Spouses
How the election to treat a nonresident alien spouse as a U.S. resident works, what it brings into the return, and what records to preserve.
Tax Strategy
Learn how the PFIC excess-distribution method works, when the section 1291 rules can apply, and why Form 8621 elections require a holding-period review.
PFIC
How to review foreign life insurance and investment-linked policies for PFIC, Form 8938, FBAR, and income-reporting questions.
PFIC
Understand the Form 8621 mark-to-market election for publicly traded PFIC stock, timing issues, annual income treatment, and the records needed to evaluate it.
PFIC
Why a UK ISA requires a U.S. tax review, how foreign funds can create PFIC questions, and which records to gather before assuming the account is tax-free.
Consultation first · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.