Mel Whitney
Articles
IRS Form 8840: closer connection exception to avoid US taxation
If you spend significant time in the United States but consider another country your home, you might be surprised to learn that the Internal Revenue Service (IRS) could still classify you as a US tax resident – even without a green card. This often happens to business travelers, seasonal or temporary workers, and individuals who spend long vacati...
US tax rules for resident and nonresident aliens: a complete guide
Whether you hold a Green Card, spend part of the year stateside, or simply earn occasional US income, your tax status – resident or non-resident alien – sets the ground rules, especially for tax purposes. If you’re a foreign employee, student, freelancer, or retiree with US ties, this guide delivers the essentia...
IRS Form 3903: The complete guide to claiming moving expenses for active-duty military
When it comes to taxes, deductions are a great way to reduce the amount you owe and potentially increase your refund. One such deduction that could make a big difference, especially if you’ve had to relocate for a job, is moving expenses. However, with the passage of the ...
Form 7202: Your last chance to claim COVID sick & family leave credits in 2025
Time is running out. If you're self-employed and missed work due to COVID-19 in 2020 or 2021, April 18, 2025, is your final shot to file or amend a return using Form 7202 and claim valuable tax credits. After that, the door slams shut. This guide breaks down what Form 7202 is, who qualifies, how much money is at stake, ...
Common international tax forms and foreign withholding forms: A guide for US taxpayers
As global business, investing, and living abroad have become common, so too has the need to understand international tax obligations. Whether you are a US citizen with foreign investments, a nonresident earning US income, or a business with international interests, knowing which international tax forms to file is essent...
Section 83(b) election: maximizing tax savings on stock-based compensation for startups and employees
The Section 83(b) election under the Internal Revenue Code (IRC) can be a powerful tax strategy for employees, founders, and others who receive stock-based compensation with a vesting sch...