Ines Zemelman — Author at Taxes for Expats (Page 3)

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At TFX we've been doing taxes for U.S. expats for over 25 years
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Expat taxes are complicated. Seriously.
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Every precaution recommended by the IRS & more
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IRS restructuring & reform act of 1998 protects taxpayers

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Featured reads

Feb 12, 2025

Form 1099-C: Cancellation of Debt [Do you owe taxes on forgiven debt?]

Jan 31, 2025

Qualified education expenses: What you can (and can’t) claim on your taxes

Jan 29, 2025

Form 8959 Explained: Additional Medicare Tax made simple

Services

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Overview

Getting started
Easy process with an expert tax preparer
US expat tax return
No matter where you reside — you must file US tax returns
Streamlined procedure
No matter where you reside — you must file US tax returns
Non-resident tax preparation
TFX helps non-US aliens or Green Card holders file returns
Free expat tax extension
Get 6 extra months to file – quick, easy, and penalty-free

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Get started call with tax preparer
Tax planning
High-level phone consultations with experts
IRS letters review
Scary letter from the IRS? TFX can help
Tax projection
Selling stocks? New job? Make educated financial decisions

Expatriation
How to renounce citizenship or green card
Check my return
TFX can review your prior returns for errors
Amended tax return
We can re-file returns that need a little fixing up
Representation
TFX can call and negotiate with the IRS on your behalf

Form 5472
New filing requirements for foreign owners of U.S. LLC
Form 5471
To report ownership in Foreign Corporations
Streamlined domestic
Amnesty program for those residing in the states
FBAR filing
Comprehensive FBAR and FATCA compliance services

Tools

Personalized tax prep quote in 2 minutes
Instant, accurate, and made just for you.
Tax preparation fee calculator
Discover the average cost of tax return preparation for you
Substantial presence test calc
Easily determine your US tax residency status

Pricing

Tax guide

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Articles

Form 1099-C: Cancellation of Debt [Do you owe taxes on forgiven debt?]

When a lender cancels or forgives your debt, it might feel like financial relief – until you...
Feb 12, 2025

Qualified education expenses: What you can (and can’t) claim on your taxes

Disclaimer ...
Jan 31, 2025

Form 8959 Explained: Additional Medicare Tax made simple

Disclaimer ...
Jan 29, 2025

Form 8858 and Foreign Disregarded Entities: Every detail explained

Disclaimer ...
Jan 28, 2025

What is Modified Adjusted Gross Income (MAGI) and how to calculate it?

Disclaimer ...
Jan 28, 2025

Is alimony taxable: Tax pain & alimony payments for US expats

Disclaimer ...
Jan 21, 2025

What Is Form 1099-A, Acquisition or Abandonment of Secured Property

Disclaimer ...
Jan 16, 2025

Schedule A demystified: A guide to itemized deductions for US expats

Disclaimer ...
Jan 15, 2025

IRS provides tax relief for California wildfire victims; deadlines extended to October 15, 2025

The Internal Revenue Service (IRS) has announced tax relief measures for individuals and businesse...
Jan 14, 2025

IRS announces the start of the 2025 tax filing season with new tools and features

The IRS has announced that the 2025 tax season will begin on Monday, January 27, 2025...
Jan 13, 2025

Form 8960: Understanding the Net Investment Income Tax

Form 8960 may sound like just another tax form, but for high-income earners, it’s a key docu...
Jan 03, 2025

Schedule SE: A comprehensive guide for self-employed taxpayers

As a self-employed individual, you have the freedom to be your own boss – but that also mean...
Jan 02, 2025

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

Country guides

Dominican Republic

Iceland

India

All country guides

TFX help & support
Frequently asked questions & tips
Tax questionnaire guide
How to use our handy tax questionnaire
Daily webinar
We host a daily webinar to walk through our easy process and answer questions

Contact

Articles

Form 1099-C: Cancellation of Debt [Do you owe taxes on forgiven debt?]

When a lender cancels or forgives your debt, it might feel like financial relief – until you receive Form 1099-C in the mail. At this point, you may have several questions: Do I have to pay taxes on canceled debt? Where do I report Form 1099-C on my tax return? Are there way...