Expat Tax Forms

All Americans, including expats, are required to file US taxes every year, reporting their global income. Tax Treaties don’t inherently prevent expats from having to file or pay US taxes. Instead, expats can claim IRS provisions to achieve this by filing additional forms when they file their federal return. These provisions include the Foreign Tax […]

Given the sheer quantity of IRS forms, schedules, reports, and other documents, the average American can’t be expected to memorize them all. Of course, some forms are more relevant to your circumstances than others — and those are the ones worth reading up on. One critical form for expats to familiarize themselves with is IRS […]

All Americans (including green card holders) are required to file US taxes, reporting their worldwide income, including expats. Many expats mistakenly assume that they don’t have to file US taxes if they don’t have US sourced income, or due to a tax treaty, however all Americans who earn over $12,000 or just $400 of self-employment […]

What is form 8858? The IRS requires US taxpayers who are owners of Foreign Disregarded Entities to file form 8858, Information Return of US Persons With Respect to Foreign Disregarded Entities. What is a Foreign Disregarded Entity? The IRS defines a Foreign Disregarded Entity (FDE) as “an entity that is not created or organized in […]

If you have a stake in a foreign partnership, you might have a new tax form on your hands: Form 8865. The Internal Revenue Service (IRS) requires certain U.S. citizens with foreign partnership interests to report their share of income, losses, and transactions. While it might not be the most exciting part of managing a business abroad, filing correctly is essential—missing it can […]

If you’re investing internationally, you might not realize that some foreign assets come with extra IRS reporting requirements. Enter Form 8621—the form U.S. taxpayers must file when they own Passive Foreign Investment Companies (PFICs). PFICs can include foreign mutual funds, ETFs, and even certain foreign corporations. The IRS keeps a close watch on these investments, and failing […]

Although Form 3520 can be complex, we have plenty of experience with it as a tax firm specializing in US expat taxes. Below, we’ll walk you through who must file Form 3520, how to do so, where to send it, and more.

US expats are required to file US taxes, reporting their worldwide income, regardless of the fact that they live abroad. Many expats are also required to file taxes in the country where they live, too, raising the possibility of double taxation on the same income. To avoid this scenario, the IRS has put in place […]

Americans who live abroad are still required to file a US tax return, reporting their worldwide income. Expats can claim the Foreign Earned Income Exclusion and/or the Foreign Housing Exclusion however, which allow them to pay less (or in many cases no) US tax (although they still have to file a US return to claim […]

When you’ve settled in a foreign country and built a life there, the question of whether retaining your US citizenship is worthwhile may arise. This is due to the fact that the IRS taxes citizens and Green Card holders on their global income, which often results in filing daunting expat returns year after year. Moreover, […]