Topic library
international tax
121 resources covering international tax for Americans living or filing abroad.
Accidental American Streamlined Filing Records
A records-first guide to accidental american streamlined filing records, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Accidental Americans: Your Compliance Path
A records-first guide to accidental americans: your compliance path, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Amending a U.S. Tax Return From Abroad: Deadlines and Correction Paths
Filed a U.S. return from abroad and found an error? Learn how Form 1040-X, refund deadlines, international forms, FBAR corrections, notices, and state filings differ.
California Exit Tax: How to Actually Leave
A records-first guide to california exit tax: how to actually leave, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
California Residency Evidence for Americans Abroad
A records-first guide to california residency evidence for americans abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Canadian RRSP Distributions and Foreign Tax Credits
A records-first guide to canadian rrsp distributions and foreign tax credits, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Canadian RRSP vs TFSA for U.S. Taxpayers
A records-first guide to canadian rrsp vs tfsa for u.s. taxpayers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
CFC Rules for American Business Owners
A records-first guide to cfc rules for american business owners, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Client Review: Catching Errors Before Filing
A records-first guide to client review: catching errors before filing, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Consultation Intake: What Facts Matter First
A records-first guide to consultation intake: what facts matter first, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Crypto Taxes for Expats: IRS Guidance 2026
A records-first guide to crypto taxes for expats: irs guidance 2026, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Cryptocurrency Exchange Accounts Abroad
A records-first guide to cryptocurrency exchange accounts abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
DeFi Transactions and Form 1040 Reporting
A records-first guide to defi transactions and form 1040 reporting, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Digital Nomad Employer Risk: Where Services Are Performed
A records-first guide to digital nomad employer risk: where services are performed, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Digital Nomad Taxes: The 183-Day Myth Debunked
A records-first guide to digital nomad taxes: the 183-day myth debunked, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Ecuador Tax Residency and the U.S. Return
A records-first guide to ecuador tax residency and the u.s. return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Exit Tax Calculation: Form 8854 Walkthrough
A records-first guide to exit tax calculation: form 8854 walkthrough, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Exit Tax Consultation Before Renunciation
A records-first guide to exit tax consultation before renunciation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Expat Tax Deadlines: A 2027 Planning Calendar
A records-first guide to expat tax deadlines: a 2027 planning calendar, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FBAR Basics for Americans Living in Ecuador
A records-first guide to fbar basics for americans living in ecuador, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FBAR Signature Authority for Company Officers
A records-first guide to fbar signature authority for company officers, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FBAR vs FATCA: A Side-by-Side Filing Map
A records-first guide to fbar vs fatca: a side-by-side filing map, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FBAR vs Form 8938: Do You Need Both?
A records-first guide to fbar vs form 8938: do you need both?, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
FEIE or Foreign Tax Credit: Questions to Ask First
A records-first guide to feie or foreign tax credit: questions to ask first, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Florida Domicile and Move-Abroad Documentation
A records-first guide to florida domicile and move-abroad documentation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Address Changes and U.S. Tax Notices
A records-first guide to foreign address changes and u.s. tax notices, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Bank Accounts After a Move Abroad
A records-first guide to foreign bank accounts after a move abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Business Payroll and Service Location
A records-first guide to foreign business payroll and service location, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Corporation vs Disregarded Entity: U.S. Classification
A records-first guide to foreign corporation vs disregarded entity: u.s. classification, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Entity Consultation for Online Businesses
A records-first guide to foreign entity consultation for online businesses, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Gift Consultation: Form 3520 Facts
A records-first guide to foreign gift consultation: form 3520 facts, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Life Insurance and U.S. Reporting Questions
A records-first guide to foreign life insurance and u.s. reporting questions, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Mutual Funds: A Document Request Checklist
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 Pension Reporting: UK SIPP, Super, and RRSP
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.
Foreign Pension Treaty Articles: How to Read Them
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: UK SIPP, Australian Super, Canadian RRSP
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 Real Estate Held Through an Entity
A records-first guide to foreign real estate held through an entity, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Foreign Rental Property: U.S. Schedule E Records
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.
Foreign Trust Distributions: Form 3520 Workpapers
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.
Foreign Trust Reporting: Form 3520 Explained
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 Foreign Tax Credit Carryovers Explained
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 Physical Presence Test: Day Counting Errors
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: Foreign Trust Owner Records
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.
Form 5471 Filing Categories for Small Foreign Companies
A records-first guide to form 5471 filing categories for small foreign companies, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 8621 vs Form 8938: When Foreign Funds Trigger Both
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 Treaty Disclosure: Exceptions and Workpapers
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: The Five-Year Compliance Certification
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 8865 and Foreign Partnership Ownership
A records-first guide to form 8865 and foreign partnership ownership, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Form 8889 HSA Reporting for Americans Abroad
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 Asset Inventory for Complex Portfolios
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.
GILTI for Individuals: A Records-First Explanation
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.
Green Card Abandonment and Long-Term Resident Status
A records-first guide to green card abandonment and long-term resident status, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How a Consultation Becomes a Written Scope
A records-first guide to how a consultation becomes a written scope, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How Foreign Currency Conversion Affects Your Return
A records-first guide to how foreign currency conversion affects your return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Compare Expat Tax Preparers on Scope
A records-first guide to how to compare expat tax preparers on scope, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Decide Whether You Need Form 5471 Help
A records-first guide to how to decide whether you need form 5471 help, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Organize a Multi-Year Catch-Up File
A records-first guide to how to organize a multi-year catch-up file, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Prepare a CFC Ownership Chart
A records-first guide to how to prepare a cfc ownership chart, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Read a Foreign Brokerage Statement
A records-first guide to how to read a foreign brokerage statement, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Respond to an IRS Notice From Abroad
A records-first guide to how to respond to an irs notice from abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
How to Start a U.S. Tax Return After Years Abroad
A records-first guide to how to start a u.s. tax return after years abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Late FBARs: What to Gather Before Choosing a Path
A records-first guide to late fbars: what to gather before choosing a path, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Americans Married to Foreign Spouses
A records-first guide for Americans married to foreign spouses, including filing status, identification, worldwide income, foreign accounts, related U.S. forms, and when a written scope helps.
Massachusetts Residency and Remote Work Abroad
A records-first guide to massachusetts residency and remote work abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Military Contractor Foreign Income and State Domicile
A records-first guide to military contractor foreign income and state domicile, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Missed Foreign Information Returns: What to Inventory
A records-first guide to missed foreign information returns: what to inventory, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
New Mexico Residency Termination for Expats
A records-first guide to new mexico residency termination for expats, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
New York Part-Year Residency and Foreign Income
A records-first guide to new york part-year residency and foreign income, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
PFIC Consultation Checklist for Foreign Fund Owners
A records-first guide to pfic consultation checklist for foreign fund owners, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
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.
PFIC QEF vs Mark-to-Market: A Decision Framework
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.
Physical Presence Test Travel Log: A Practical Workbook
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 Tax Changes and U.S. Expat Planning
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.
Quarterly Content Refresh: Updating Tax-Year Numbers
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.
Questions to Ask Before Approving Tax Preparation
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.
Remote Work From Abroad: Employer and Tax-Home Facts
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 Abroad: Medicare, RMDs, and Foreign Coverage
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.
Roth Conversions Abroad: The FEIE Trap
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.
Roth IRA Contributions After Moving Abroad
A records-first guide to roth ira contributions after moving abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Section 962 Elections for Foreign Corporation Owners
A records-first guide to section 962 elections for foreign corporation owners, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Secure Tax Document Transfer After Consultation
A records-first guide to secure tax document transfer after consultation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Self-Employment Tax and Totalization Agreements
A records-first guide to self-employment tax and totalization agreements, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Social Security Abroad: Where You Can and Cannot Collect
A records-first guide to social security abroad: where you can and cannot collect, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Social Security While Living Abroad: Reporting Workflow
A records-first guide to social security while living abroad: reporting workflow, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
South Carolina Domicile Questions for Retirees Abroad
A records-first guide to south carolina domicile questions for retirees abroad, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Spain Beckham Law and U.S. Filing Questions
A records-first guide to spain beckham law and u.s. filing questions, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
State Tax Audits for Expats: CA, VA, NM Guide
A records-first guide to state tax audits for expats: ca, va, nm guide, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
State Tax Breaks for Former Virginia Residents
A records-first guide to state tax breaks for former virginia residents, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
State Tax Consultation: Documents to Bring
A records-first guide to state tax consultation: documents to bring, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
State Tax Residency: Domicile vs Physical Presence
A records-first guide to state tax residency: domicile vs physical presence, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Streamlined Consultation: Facts to Prepare
A records-first guide to streamlined consultation: facts to prepare, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Streamlined Procedures: The Non-Willful Statement Guide
A records-first guide to streamlined procedures: the non-willful statement guide, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Subpart F Income: Why Distributions Are Not the Whole Story
A records-first guide to subpart f income: why distributions are not the whole story, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Tax Records to Keep When You Move Countries
A records-first guide to tax records to keep when you move countries, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Texas Residency Evidence When You Keep U.S. Ties
A records-first guide to texas residency evidence when you keep u.s. ties, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
The 6013(g) Election: Questions Before Filing
A records-first guide to the 6013(g) election: questions before filing, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
The Expat Tax Records Retention Checklist
A records-first guide to the expat tax records retention checklist, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Treaty Tie-Breaker Claims for Dual Residents
A records-first guide to treaty tie-breaker claims for dual residents, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax Filing for Americans in Mexico: First-Year Checklist
A records-first guide to u.s. tax filing for americans in mexico: first-year checklist, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Australia
A records-first guide to u.s. tax for americans in australia, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Canada
A records-first guide to u.s. tax for americans in canada, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Colombia
A records-first guide to u.s. tax for americans in colombia, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Germany
A records-first guide to u.s. tax for americans in germany, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Indonesia
A records-first guide to u.s. tax for americans in indonesia, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Panama
A records-first guide to u.s. tax for americans in panama, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Singapore
A records-first guide to u.s. tax for americans in singapore, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Switzerland
A records-first guide to u.s. tax for americans in switzerland, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Thailand
A records-first guide to u.s. tax for americans in thailand, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in the UAE
A records-first guide to u.s. tax for americans in the uae, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in the United Kingdom
A records-first guide to u.s. tax for americans in the united kingdom, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans in Vietnam
A records-first guide to u.s. tax for americans in vietnam, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans Retiring in Costa Rica
A records-first guide to u.s. tax for americans retiring in costa rica, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
U.S. Tax for Americans Retiring in Ecuador
A records-first guide to u.s. tax for americans retiring in ecuador, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
What a Written Expat Tax Scope Should Answer
A records-first guide to what a written expat tax scope should answer, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
What “Accepted Scope” Means for a Tax Return
A records-first guide to what “accepted scope” means for a tax return, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
What Happens in an Expat Tax Consultation?
A records-first guide to what happens in an expat tax consultation?, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
What is a PFIC and Why It Terrifies Expats
A records-first guide to what is a pfic and why it terrifies expats, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
When a Foreign LLC Needs More Than One U.S. Form
A records-first guide to when a foreign llc needs more than one u.s. form, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
When Business Records Need Translation
A records-first guide to when business records need translation, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
When to Refer a Tax Question to an Attorney
A records-first guide to when to refer a tax question to an attorney, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
Statute of Limitations Questions for Expat Tax Returns
Why missing international information returns can affect the ordinary limitation period, and which records to preserve before assuming a year is closed.