Articles

What is IRS Form 4852? How to use a substitute for Form W-2 or 1099-R

IRS form 4852 at a glance Form 4852 is a substitute for Form W-2, Form W-2c, or Form 1099-R when the original or corrected form is missing or wrong. You should first try to get the form from your employer or payer. If you still do not have it by the end of February, the IRS says you may contact the...

Impuestos en Estados Unidos: tipos, escalas, cómo calcularlos y pagarlos en 2026

¿Tienes ingresos, propiedades o intereses en EE.UU.? ¿Planeas mudarte o ya vives allí y quieres entender cómo funcionan los impuestos en Estados Unidos? El sistema fiscal estadounidense puede parecer complejo, especialmente si no estás familiarizado con sus reglas o si tienes ingresos internacionales. ...

US remittance tax: Complete guide to the 1% rule (2026)

The US remittance tax is a 1% federal excise tax on certain money transfers sent from the United States to foreign countries, effective January 1, 2026. The tax applies only to cash-funded transfers, including cash, money orders, and cashier's checks. Bank account transfers and US debit/credit card payments are exempt under IRC Section 4475. ...

Maximizing tax benefits: Understanding the credit for other dependents & how to claim it

One valuable credit that can provide relief for expats with dependents who do not qualify for the Child Tax Credit is the credit for other dependents. In this guide, we will delve into the eligibility requirements, claiming proced...

Form 1098: How to file and deduct mortgage interest (and other payments)

As a US expat, you may have questions about this important tax form and how it affects your taxes. Don't worry, we're here to help! What is Form 1098: Mortgage Interest Statement Form 1098 is an information return your mortgage lender files to report mortgage interest (and certain related amounts) it received from ...

Guide to Form 1098-T, Tuition Statement (what you need to know)

Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...