PFIC
Foreign Insurance Policies and PFIC Questions for Expats
How to review foreign life insurance and investment-linked policies for PFIC, Form 8938, FBAR, and income-reporting questions.
August 3, 20266 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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PFIC
PFIC Mark-to-Market Election: When It May Apply
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.
August 3, 20265 min read
Read article PFIC
UK ISA and PFIC Tax for U.S. Taxpayers
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.
August 3, 20265 min read
Read article Self-Employment Abroad
Quarterly Estimated Taxes for Americans Abroad
When self-employed expats and investors may need estimated payments, and how FEIE, foreign tax credits, self-employment tax, and prior-year rules interact.
August 3, 20264 min read
Read article State Taxes
Remote Work Abroad and Former-State Tax Traps
How remote work from another country can leave a former state-tax issue open, and which domicile, employer, and service-location records to keep.
August 3, 20264 min read
Read article Retirement Planning
Roth Conversions While Living Abroad: What Expats Should Model
A Roth conversion can interact with the FEIE, foreign tax credit, state domicile, treaty rules, and local taxation. Review these issues before converting an IRA abroad.
August 3, 20269 min read
Read article Self-Employment Abroad
Schedule C for Self-Employed Americans Abroad
How to organize foreign receipts, expenses, service location, currency, and entity records for Schedule C when the business owner lives abroad.
August 3, 20264 min read
Read article Self-Employment Abroad
Self-Employment Tax and Totalization Agreements Abroad
How a totalization agreement actually assigns Social Security coverage for self-employed Americans abroad, the SSA's current country list, certificate evidence, and Schedule SE treatment.
August 3, 20265 min read
Read article Crypto Taxes
Staking Rewards and U.S. Tax for Expats
How Americans abroad should document staking rewards, fair-market value, basis, foreign exchanges, and the separate income and account reporting questions.
August 3, 20264 min read
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