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Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
274 resources found
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.
Form 8833
A records-first guide to form 8833 treaty disclosure: exceptions and workpapers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 8854
A records-first guide to form 8854: the five-year compliance certification, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 8889
A records-first guide to form 8889 hsa reporting for americans abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 8938
A records-first guide to form 8938 asset inventory for complex portfolios, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
CFC
A records-first guide to gilti for individuals: a records-first explanation, 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.