Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
283 resources found
Consultation
Receiving money from parents abroad? Gather donor status, recipient details and transfer facts before discussing Form 3520 review or preparation.
Foreign assets
How a foreign life-insurance or annuity contract can raise separate U.S. questions about section 7702 treatment, cash value, Form 8938, FBAR, PFICs, foreign trusts, surrender, loans, and death benefits—without assuming the product label decides the result.
PFIC
A records-first guide to foreign mutual funds: a document request checklist, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign pensions
A records-first guide to foreign pension reporting: uk sipp, super, and rrsp, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Treaties
A records-first guide to foreign pension treaty articles: how to read them, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
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.
Free inquiry · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.