Ines Zemelman

The taxation of foreign dividends can be complex for US taxpayers, especially expats who invest globally. Tax obligations and withholding requirements vary, but proper reporting helps you avoid double taxation and stay c...

It is a payer or issuer reporting flag, not a box you complete yourself. In current IRS instructions, the 1099 FATCA filing requirement box is tied to chapter 4 account-reporting rules, which are part of FATCA. ...

Citizenship and tax residency are not the same thing – and for many people, that gap comes as a surprise. A US citizen living abroad is still generally inside the US tax system, while a ...

When it comes to taxes, US citizens living abroad often ask the same question: Should I itemize my deductions or take the standard deduction? Schedule A (Form 1040) is a valuable tool for taxpayers who want to maximize their deductions by list...

If your business sells fuel, provides certain transportation or communication services, or deals in other excise-taxable goods, federal excise taxes may apply. But Form 720 – the Quarterly Federal Excise Tax Return – applies to a wider range of businesses than many people realize. From small employers with self-insured health plans to c...

Having covered the full mechanics of the Trump Account, its comparison with 529, what to do when your child turns 18, down to the exit strategies in case you are no longer interested, article 8 in our ...