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does pension affect social security
FATCA for Expats

Will Receiving a Pension Reduce My Social Security Benefits?

ByRandall Brody November 6, 2024November 6, 2024

If you’re approaching retirement, you might wonder how your pension and Social Security benefits will work together. You may have heard that your Social…

Read More Will Receiving a Pension Reduce My Social Security Benefits?Continue

Form 1098-E: Student Loan Interest Statement
Expat Tax Forms

Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on Taxes

ByRandall Brody November 6, 2024November 6, 2024

If you’ve ever borrowed money for school, chances are you’ve received a Form 1098-E. Your loan servicer provides this form to help you track…

Read More Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on TaxesContinue

Tax Form 941
FATCA for Expats

How to File Tax Form 941 for Business Owners

ByRandall Brody October 15, 2024January 17, 2025

If you’re running a business with employees, you must file IRS Tax Form 941 or the Employer’s Quarterly Federal Tax Return. This form reports…

Read More How to File Tax Form 941 for Business OwnersContinue

Living Abroad
FATCA for Expats

Filing Requirements For U.S. Taxpayers Living Abroad

ByRandall Brody October 13, 2024October 13, 2024

US Taxpayers Living Abroad If you are a U.S. citizen or resident alien living abroad, the rules for filing income, estate, and gift tax…

Read More Filing Requirements For U.S. Taxpayers Living AbroadContinue

Foreign Pension
FATCA for Expats

Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To Know

ByRandall Brody October 11, 2024February 9, 2025

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

Read More Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To KnowContinue

Form 8865
FATCA for Expats

Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax Guide

ByRandall Brody October 10, 2024October 13, 2024

When multiple U.S. owners of an eligible foreign corporation (generally not a “per se” corporation) elect to treat the entity as a disregarded entity,…

Read More Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax GuideContinue

FEIE Form 2555 Benefit — a Guide for Expats
Expat Tax Forms | Foreign Earned Income Exclusion

FEIE Form 2555 Benefit – A Guide for Expats

ByRandall Brody October 7, 2024October 15, 2024

What is IRS Form 2555? Form 2555 is a document for expats who want to or are eligible to exclude their foreign-earned income from…

Read More FEIE Form 2555 Benefit – A Guide for ExpatsContinue

non-US spouse social security benefits
FATCA for Expats

Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know

ByXandra Bacuetes October 4, 2024October 4, 2024

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my…

Read More Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to KnowContinue

FATCA for Expats

ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification Number

ByRandall Brody October 4, 2024October 15, 2024

About The ITIN – Individual Taxpayer Identification Number If you earn money in the United States, whether you are a resident or immigrant (non-resident),…

Read More ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification NumberContinue

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