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Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
270 resources found
Foreign pensions
A records-first guide to foreign pensions: uk sipp, australian super, canadian rrsp, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign assets
A decision-first guide to foreign real estate held through an entity. Establish who held title, classify the arrangement for U.S. tax purposes, separate rent, property sale, and entity-interest sale, then test Form 8938, FBAR, Form 5471, Form 8858, Form 8865, Form 3520, income, and state reporting independently.
Rental income
A records-first guide to foreign rental property: u.s. schedule e records, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 3520
A records-first guide to foreign trust distributions: form 3520 workpapers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 3520
A records-first guide to foreign trust reporting: form 3520 explained, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 1116
A records-first guide to form 1116 foreign tax credit carryovers explained, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 2555
A records-first guide to form 2555 physical presence test: day counting errors, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 3520-A
A records-first guide to form 3520-a: foreign trust owner records, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
PFIC
A records-first guide to form 8621 vs form 8938: when foreign funds trigger both, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Consultation first · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.