Andrew Coleman
Articles
Form 8865 requirements for US taxpayers with foreign partnership interests
If you’re a US person with ownership or involvement in a foreign partnership, you may be required to file Form 8865. It’s technical and easy to overlook – yet failure to file can lead to serious penalties. This guide will help you understand whether you need to file and how to do it correctly to stay compliant. This articl...
Bona fide residence test explained: How US expats can qualify for tax breaks
Understanding how to qualify as a bona fide resident can be the key to unlocking valuable tax savings while living abroad. The bona fide residence test is one of two primary methods US expats can use to exclude foreign earned income from US taxation under the ...
IRS Form 5472 guide: key rules for foreign-owned US companies
If you're a foreign owner of a US company or a foreign entity doing business in the US you’ve probably come across Form 5472. You should use this form to report some or all of your financial transactions to the Internal Revenue Service (IRS). In this guide, you’ll find information about who needs to file this form, which transactions yo...
Form 1040 explained: Your guide to the US Individual Income Tax Return
What is Form 1040 and why does everyone dread it? Form 1040 is the bedrock of the American tax filing system – and also the unofficial trigger for nationwide eye twitching every spring. But once you understand it, it’s just a glorified summary sheet of your financial year. Let’s start at the beginning. The IRS introduced For...
Form W-2 explained: What it is, who gets one, and how to use it in 2026
If you’ve ever received a paycheck from an employer, chances are you’ve also received a Form W-2. It's one of the most critical documents for filing your US tax return – and yet, for many taxpayers, it still feels like a mystery wrapped in a sea of tax codes and boxes. So, what is a W-2 f...
Best countries to move to from the USA in 2026
Many people have expressed considering leaving the United States recently. Be it for political reasons, concerns about the cost of living, or even just looking for a new adventure abroad in 2025. Well, an estimated nine m...