Topic library

Form

10 resources covering form for Americans living or filing abroad.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

Blog

August 5, 2026

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.

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