Bright!Tax US Expat Tax Blog

Tax Loss Harvesting: A U.S. Expat’s Guide to Smarter Investing

Every investor hits a rough patch. But for U.S. expats, a dip in your portfolio isn’t just bad luck—it’s a tax opportunity in disguise. Tax loss harvesting is the strategy of turning your investment losses into real-life tax savings by offsetting capital gains and lowering your taxable income. It’s like spring cleaning for your portfolio—except […]

Does the UK Tax US Social Security Benefits?

Tower Bridge in London, highlighting the question does the uk tax us social security benefits for Americans retiring there.

U.S. Social Security feels like one of the few financial things you shouldn’t have to re-learn after moving abroad. You earned it. It shows up each month. End of story. Then you move to the UK, become a UK tax resident, and suddenly you’re staring at the same payment wondering which country gets to tax […]

Form 5472: IRS Reporting Requirements for Foreign-Owned U.S. Businesses

expat filing form 5472

If your U.S. business has foreign ownership, the Internal Revenue Service (IRS) isn’t just curious—it requires you to spill the details on Form 5472. Think of it as the agency’s way of making sure international businesses aren’t skirting U.S. tax laws. This form is mandatory for foreign-owned U.S. corporations and disregarded entities that engage in reportable transactions with a foreign related party—a broad category that includes everything […]

What Americans Living in Puerto Rico Need to Know in 2026

Colorful panorama of La Perla in Old San Juan, capturing the vibrant coastal neighborhoods familiar to Americans living in Puerto Rico.

Moving to Puerto Rico doesn’t feel like a traditional “move abroad.” You land, your phone still works, your bank card still swipes, and you didn’t have to apply for a visa or exchange currency. On paper, it looks simple. In practice, it’s more nuanced. Yes, it’s a U.S. territory—but tax rules aren’t identical to the […]

Form 8865 Filing Guide: Reporting Foreign Partnerships as a U.S. Expat

man sitting in a table while using his laptop working out how his dual citizen impacts taxes

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 […]

What Americans Living in Norway Need to Know in 2026

Perfect reflection of Reine village in the Lofoten Islands, showcasing the dramatic scenery enjoyed by Americans living in Norway.

Norway has a habit of looking effortless from the outside: clean cities, calm streets, public systems that actually work, and scenery that feels slightly unfair to the rest of us. For Americans living in Norway, it can be a genuine upgrade—until the practical stuff shows up with a clipboard. Because the adjustment isn’t just cultural. […]