Tax Rules and Compliance

Americans who move abroad are required to continue filing US taxes, reporting their worldwide income, wherever in the world they may live. The US is almost unique in having this requirement for expats to file. As expats may also have to pay taxes in the country where they live, the IRS has provided some exemptions, […]

Living and working abroad is an incredibly exciting opportunity. Because the U.S. taxes based on citizenship though, Americans living in a foreign country such as Italy have to continue filing a federal U.S. tax return from abroad, while most also often being subject to a foreign tax regime in the country where they live, too. […]

This article was last updated in February 2023. There are a variety of different reasons that Americans living abroad participate in foreign pension plans. Some qualify for them after settling abroad permanently, some are granted them as part of their compensation for work done abroad.  Regardless of where they live or how they came to […]

When Americans move abroad, they are usually more focused on the adventure ahead than on getting to grips with US tax rules for expats. In fact, many assume that their foreign income is tax exempt. It’s counter-intuitive, in a way, that US expats are required to file US taxes from abroad, declaring their worldwide income. […]

American expats are unfortunate in having to continue filing US taxes from abroad, often as well as filing a tax return in the country where they reside. Filing US taxes from abroad is more complex than filing from within the US though. For example, there are normally more forms to file, and there are also […]

US citizens are required to report their worldwide income to the IRS by filing a federal tax return each year, regardless of whether they live in the US or abroad, whether they are paying foreign taxes or not, or whether they live in a country which has a tax treaty with the US or not. […]

Over the last few years, millions of US expats have been asked by their foreign banks and investment firms to fill out IRS form W-9. Receiving form W-9 often causes surprise or alarm. While there’s no need to panic, there are a number of things that expats should know if they receive form W-9, to […]

Tax season is upon us, and if you’re a US expat living abroad, you might be feeling the pressure to file your US tax return on time. But what if you need more time to gather your financial documents or navigate the complexities of international tax laws? The good news is, as a US expat, […]

Living abroad is the adventure of a lifetime, however American expats are still required to file a US tax return reporting their worldwide income, as well as complying with the tax rules in their country of residence. Furthermore, there are extra US tax filing requirements that only apply to expats, such as filing an FBAR, […]

Inpats, or inpatriates, are foreigners who have been transferred to work in the United States. So in a sense, inpats are also (from the perspective of their country of origin) expats. As individuals working in the States, inpats normally become subject to the US taxation system. This is probably the first time they’ll encounter the […]