US Expat Tax Forms

Because the US taxes based on citizenship, all Americans, including expats, are required to file a federal tax return each year, reporting their worldwide income. Expats often also have to file additional IRS forms, to avoid double taxation.

IRS Tax Forms for Expats

Expats may also have to file IRS tax forms relating to any foreign bank and investment accounts they may have, as well as reporting their foreign financial assets and foreign registered businesses.

IRS Form W-2 for Americans Living Abroad

IRS Form W-2 for Americans Living Abroad

Millions of Americans are based abroad but work for an American company, and a common question they ask is whether they still need an IRS Form W-2 when filing their US taxes from overseas. All American citizens and Green Card holders are required to file a US federal tax return every year, including those living abroad, […]

IRS Tax Form 8949 for American Expats

IRS Tax Form 8949 for American Expats

All Americans have to fulfill the same annual federal US filing requirements, including those living abroad. This includes reporting certain capital gains. A capital gain is the increase of the value of an asset that you realize when that asset is sold. Capital gains (and losses) are reported on Form 1040 Schedule D, however the […]

US Gift Tax Limits and Form 709 for Expats

US Gift Tax Limits and Form 709 for Expats

While the US taxes all US citizens on their worldwide income, including expats, most Americans living abroad won’t have to pay US gift tax, although they may have to report some gifts they make to others. What is the gift tax? The US has a federal gift tax on transfers of money or property to […]

Filing Form 5471 – Foreign Corporation Reporting for US Expats

expat corporation tax Form 5471

Expats are most often adventurous and independent-minded – the same character traits that make great entrepreneurs. So it’s no surprise really that many expats choose to start their own business abroad. The first choices that expats face when starting a foreign company is what legal structure their new foreign entity should have, and where to […]

Filing NIIT Form 8960 A Guide For US Expats

Form 8960 For US Expats

US expats who receive income from investments may have to pay an additional US tax called Net Investment Income Tax, or NIIT. The amount of the NIIT is calculated on Form 8960. What is NIIT? NIIT is an additional US income tax applied to whichever is smaller of your net investment income or your Modified Adjusted […]

How to File Foreign Tax Credit Form 1116

laptop irs form 116 expat

Since the nineteenth century, the US has required all American citizens to file a US tax return, reporting their worldwide income, even if they live abroad. This leaves American expats around the world exposed to the possibility of double taxation, having to file taxes both to the US and in the country where they live. […]

IRS Forms 8805 and 8804 – A Guide for Expats

IRS Forms 8805 and 8804 - A Guide for US Expats

The US tax system is based on citizenship, which means that American citizens living abroad are required to file US taxes every year, reporting their worldwide income. As American expats often have to file foreign taxes too (depending on the rules in the country where they live), they get longer to file, with expats’ tax […]

When Should Expats File IRS Form 2350?

When Should Expats File IRS Form 2350

US law requires all American citizens and Green Card holders to file US taxes and report their worldwide income, including those living abroad. This leaves many Americans living abroad at risk of double taxation (having to pay both US and foreign income tax in the country where they live) on the same income. The US […]