Many U.S. expats have been told that owning any non-U.S. mutual fund or exchange-traded fund automatically means filing a separate Form...
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Additional Child Tax Credit for Expats: 2025 Refund Guide
The Additional Child Tax Credit is the refundable portion of the Child Tax Credit. For 2025, an eligible U.S. expat may receive up to...
Can a US Citizen Living Abroad Claim the Child Tax Credit?
Yes. A U.S. citizen living abroad can claim the Child Tax Credit for 2025 if the taxpayer and child meet the eligibility requirements. For...
How to File Taxes If Spouse Does Not Have SSN or ITIN
If you're a U.S. citizen or Green Card holder married to a nonresident alien (NRA) spouse, filing your federal income tax return can be...
Form 3520-A Explained: The Ultimate Resource for US Expats
Navigating international taxation and U.S. tax compliance can be complex for U.S. expats who own or benefit from a foreign trust. Among...
The IRS Removed Its Delinquent FBAR Page, but Penalty Relief Still Exists
Yes, delinquent FBAR penalty relief still exists. Although the IRS removed its public Delinquent FBAR Submission Procedures webpage in...
IRS Form 1116: How to claim the Foreign Tax Credit (With Examples)
Form 1116 allows U.S. expats to claim a Foreign Tax Credit for income taxes paid or accrued to another country. For most expats living in...
How Does the One Big Beautiful Bill Affect US Expats?
The One Big Beautiful Bill Act, signed into law on July 4, 2025, changes several federal tax credits, deductions, and business rules that...
Relief Procedures for Certain Former Citizens: 2026 Guide
The relief procedures for certain former citizens are a special program from the Internal Revenue Service (IRS) that allows former U.S....
US Exit Tax: The Cost of Renouncing U.S. Citizenship
For many U.S. expats considering renouncing their citizenship, the exit tax is a major concern. It's often portrayed as an unavoidable...
What If You Miss the Tax Deadline as an Expat?
For qualifying taxpayers abroad, April 15 is the date from which interest begins to accrue on unpaid federal income tax, even though the...
Are Foreign Pensions Taxable in the U.S.? Treaty Rules
Yes, foreign pensions are generally taxable in the United States and US expats must report foreign pension income on their tax returns....
Who Is Exempt from FATCA Reporting
The Foreign Account Tax Compliance Act (FATCA) was enacted in 2010 to combat tax evasion by U.S. taxpayers through foreign accounts. FATCA...
Form 8938 vs FBAR: A Side-by-Side Comparison
When it comes to disclosing foreign financial accounts, many U.S. taxpayers—especially expats and those with global investments—face...