Andrew Coleman — Author at Taxes for Expats (Page 6)

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Featured reads

Jan 06, 2025

What happens if you don’t file your taxes? IRS fees & penalties explained

Nov 28, 2024

Do US citizens living abroad pay taxes?

Nov 14, 2024

Roth IRA vs. traditional IRA: Which retirement account is right for you?

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US expat tax return
No matter where you reside — you must file US tax returns
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No matter where you reside — you must file US tax returns
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TFX helps non-US aliens or Green Card holders file returns
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TFX can review your prior returns for errors
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We can re-file returns that need a little fixing up
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Tax guide

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Articles

What happens if you don’t file your taxes? IRS fees & penalties explained

Disclaimer ...
Jan 06, 2025

Do US citizens living abroad pay taxes?

Many of our clients ask us, do US citizens living abroad pay taxes? How do I know I’m meetin...
Nov 28, 2024

Roth IRA vs. traditional IRA: Which retirement account is right for you?

Disclaimer ...
Nov 14, 2024

What to do if you can’t pay your taxes: consequences and potential options

While every American living abroad or stateside has to file an Individual Tax Return and pay the t...
Oct 23, 2024

SECURE 2.0 Act changes impact Form W-2 reporting for businesses

The IRS has issued a reminder that changes under the SECURE 2.0 Act, effective from tax year 2023,...
Sep 04, 2024

Understanding the Jock Tax: What athletes and remote workers need to know

Disclaimer ...
Jul 22, 2024

Estimated taxes: who must pay and due dates

Disclaimer ...
Jul 15, 2024

IRS Form 1040 Schedule B: Understanding Interest and Ordinary Dividends

Disclaimer ...
Apr 30, 2024

Form 3520: Guide on Reporting Foreign Trusts, Inheritances, and Gifts for U.S. Expats

Disclaimer ...
Apr 30, 2024

Tax Forms 8805 & 8804: Foreign Partner's Information Statement of Section 1446 Withholding Tax

Disclaimer ...
Apr 29, 2024

Form 1118: A comprehensive guide for corporations seeking foreign tax credits

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Apr 24, 2024

A comprehensive guide to IRS Form 56 for expats

Disclaimer ...
Apr 16, 2024

All articles

IRS 101

How to obtain a copy of past returns

Prior year transcripts - who to call, which forms to fill out, etc.

How IRS can find you abroad

A common misunderstanding is that US citizens abroad do not have to file tax returns

Expatriate tax audits

Audits are no fun, especially when the documents are not standard US tax forms; TFX can help

Tax penalties & interest

How the IRS computes tax, interest, and other penalties & what you can do to avoid them

Can you e-file US tax return from abroad

TFX is an authorized e-file firm and e-files tax returns for taxpayers globally

How to pay IRS electronically from abroad

If you do have a tax bill, what are the ways you can pay the IRS?

How to file an amended return

We can amend prior filed returns to ensure you get the deductions & credits you are eligible for

IRS mailing addresses

In cases where E-filing is not permitted (IRS rules), we outline where and how to snail mail the returns

IRS statute of limitations

The IRS can’t chase you forever; we break down the rules behind the IRS statute of limitations

ITIN Q&A

What are ITINs, who needs one, how to get one, and when they expire

All IRS 101

Tax musings

Financial planning

Tax saving strategies

Recently published

Recently Published Articles

Foreign nationals

Case studies

All tax musings

Tax concepts

Glossary of tax terms

Expatriate tax glossary. Commonly used terms explained

Definition of US tax terson

More complicated than it sounds. How ‘US Person’ is defined by the IRS and what it means to you

Resident & non-resident aliens

“Resident” can have many different meanings for the IRS.

Foreign bank account report: FBAR

FinCEN Form 114 and filing requirements explained. Who needs to file, when, and why?

Form 8938 (FATCA)

Filing requirements, penalties, and other considerations

Foreign retirement accounts

How is your nest egg treated by the IRS? It depends on the country and the plan

Foreign tax credit (FTC)

How to avoid double taxation

Physical presence test

One of two ways to meet the Foreign earned income exclusion (FEIE)

Bona fide residence test

Second method to meet the Foreign earned income exclusion (FEIE)

All tax concepts

Expat tax 101

Why file

It’s the law. But, outside of legal reasons, many taxpayers may also benefit from refunds

Expat tax deadlines & due dates

There are many different deadlines & possible extensions - TFX can keep you abreast.

Tax documents required

Which documents you may require in getting caught up to date on your tax returns

Do expats file state taxes?

It depends. State taxes are one of the most misunderstood aspects of expat tax.

Common tax forms

Thousands of tax forms exist, but which select few you really need to understand

Dependents & exemptions

How to understand these two terms & use them to your advantage to obtain tax refunds

Foreign spouse tax implications

How to understand these two terms & use them to your advantage to obtain tax refunds

Totalization agreements

Why these complex terms can mean a lot to self-employed individuals & digital nomads

Green Card holders

US tax filing requirements & credits specific to permanent residents

Surrendering citizenship or Green Card

Big life choice that also carries hidden tax implications & filing requirements

Social security survivor benefits

Will your non-US spouse be sble to receive survivor, dependent, or spousal benefits?

All expat tax 101

Who we help

Americans working abroad

US citizens & Green Card holders who are living and working outside the US

American educators abroad

TFX has partnerships with many international schools to assist their staff with tax filings

American contractors overseas

Contractor taxes contain many nuances, especially for potential state tax filing requirements

Employees of international organizations

Aid workers (& other staff) of the UN, EC, WHO or WB have many tax advantages and tax complexities

Pilots

Thx for keeping us safe in the sky! International pilot taxes are *almost* as complex as flying a jet

Military

Working in war zones or stationed abroad, TFX can help understand filing requirements

Digital nomads

Global citizens who earn a living without a permanent establishment

Retirees abroad

TFX files returns for American retirees globally & ensures their nest eggs are protected

Small business owners

We support entrepreneurs globally & explain how to make the most of your hard-earned earnings

Green Card holders

Permanent residency has tax implications - we explain what you need to know

Accidental Americans

Born with a U.S. citizenship but never filed tax returns? TFX can help.

Dual citizens with US passports

Multiple citizenship is in vogue! TFX explains your U.S. tax filing requirements

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Dominican Republic

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Tax questionnaire guide
How to use our handy tax questionnaire
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Contact

Articles

What happens if you don’t file your taxes? IRS fees & penalties explained

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

Do US citizens living abroad pay taxes?

Many of our clients ask us, do US citizens living abroad pay taxes? How do I know I’m meeting my obligations? The simple answer is: you're still required to pay taxes on your worldwide income. This obligation stems from the United States citizenship-based taxation system, which differs from most other countries' territoria...