PFIC
PFIC Foreign Pensions: Where the Analysis Changes
A records-first guide to pfic foreign pensions: where the analysis changes, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
272 resources found
PFIC
A records-first guide to pfic foreign pensions: where the analysis changes, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
PFIC
A records-first guide to pfic qef vs mark-to-market: a decision framework, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FEIE
A records-first guide to physical presence test travel log: a practical workbook, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Portugal
A records-first guide to portugal tax changes and u.s. expat planning, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Editorial operations
A records-first guide to quarterly content refresh: updating tax-year numbers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Buyer education
A records-first guide to questions to ask before approving tax preparation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Digital nomad
A records-first guide to remote work from abroad: employer and tax-home facts, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Retiree
A records-first guide to retiree abroad: medicare, rmds, and foreign coverage, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Retirement
A records-first guide to roth conversions from abroad: the feie trap, 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.