Category: Expat Tax Forms
Filing Form 3520: How to Report Foreign Gift Tax for Expats
Sep 19, 2022
Read the infographic and article below to learn more about Form 3520 and how it affects you as an expat taxpayer.
Form 8938: What This Is And How To File For 2024
Jan 04, 2022
Form 8938 is part of the Foreign Account Tax Compliance Act or FATCA. It is a form that discloses accounts and assets held in other countries outside of the United States. If you…
7 Answers to FAQs About IRS Form 8938 — Valuable Info Expats Need To know
Jan 03, 2022
The IRS Form 8938 is one of the most important forms you must complete as an expat. If you're unsure what IRS Form 8938 is or how to file it, don't worry; this…
Form 14654 | Important Info Expats Need To Know
Nov 15, 2021
Under the streamlined filing compliance procedures, either the “Streamlined Foreign Offshore Procedures” (for U.S. Taxpayers Residing in the United States) and the “Streamlined Domestic Offshore Procedures” (for U.S. Taxpayers Residing in the United…
The Ultimate Guide to U.S. Tax Forms for American Expats
Jun 01, 2021
Even if you’re living or working outside the U.S., you are required to file your tax returns in an accurate and timely manner.
Form 8621 Filing (PFIC) – Practical Information For Expats
Feb 22, 2021
Form 8621 Purpose A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) or qualified electing fund (QEF) files Form 8621: Who Must File The PFIC…
What Is A W-9? Urgent Insider Info Expats Need To Know
Jan 15, 2021
If your financial institution has requested a W-9, you may be wondering about the purpose of this form, how to complete it, and why your bank needs it. Luckily, this form is fairly…
1040-NR-EZ: The Complex Truth About The Simple Form 1040-NR for Expats
Dec 24, 2016
1040-NR-EZ Isn’t So Easy Like it or not, U.S. tax law imposes taxes on U.S. source income for individuals even if they are not a U.S. citizen or resident. If you are a…
Form 8829 – Practical Things Expats Need To Know About Home Office Deductions
Nov 05, 2016
Important Advice If You Take A Home Office Deduction On Form 8829 Noted as one of the top areas that the IRS examines in personal tax returns, the home office deduction claimed on…
Form 14653 – Certification For Streamlined Foreign Offshore Procedures for Expats
Jul 12, 2016
Under the streamlined foreign offshore procedure, taxpayers must certify that their conduct relating to the failure to file FBARs (FinCen Form 114) and disclosing foreign accounts was not willful on Form 14653 –…