Andrew Coleman
Articles
Preserving Tax and Financial Records: How Long Is Long Enough?
Now that tax season is behind us for another year—unless, of course, you filed an extension—let’s take a moment to consider what might happen should this or some other dead-and-buried tax return one day arise from the grave to haunt you once more—most likely in the form of an audit. The foundation of audit defense is good ...
Guarding Against Tax Refund Fraud
This year’s tax filing deadline is fast approaching. If you have filed an extension (or merely procrastinated), it may be a while yet before the IRS has your tax return in hand. But consider this disturbing scenario: what if you were to file only to be notified that the IRS already had a return on file for you? Identity theft is o...
Taxes for Graduate Students. Questions and Answers
The IRS understands that seeking higher education equates to more expenses and less time to devote to earning an income. We’ve received...
US Expat IRS Estimated Taxes and Payments Explained
As a US Citizen or Green Card Holder working overseas and you have income from which US taxes are not withheld, it may be necessary for you to pay estimated taxes throughout the year. Whether or not you’re required to make...
Capital Gains & Expats
As a United States Citizen or Green Card Holder working overseas you may or may not be aware of your requirement to file a US expat tax return annually. If you are just learning of your requirement to file, you may also be interested in learning that all of your worldwide income must be reported. Worldwide income does not simply refer t...
Expat IRS Tax Form Checklist
It’s that time again and beyond. Undoubtedly you’ve already received your 1099’s from US banks and brokers, and you’ve started compiling all the paperwork you will need to file your 2011 taxes. Unfortunately, that’s just the beginning of your tax filing journey. You will be required to file multiple forms with your US overseas taxes for...