Mel Whitney
Articles
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 sta...
Form 8275: The unsung hero of tax disclosure
When it comes to tax returns, sometimes the best offense is a good defense. That’s where Form 8275 – Disclosure Statement enters the scene. It may not have the glitz of a refund calculator or the thrill of a tax treaty, but when a tax position is in a gray area, this humble form can mean the difference betwe...
Foreign tax credit carryover: A comprehensive guide for US expats
The foreign tax credit carryover is an important tool for US taxpayers, especially expats, to avoid double taxation. ...
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...
What is double taxation: How it works & ways to avoid it
Double taxation is one term that often becomes a cause for concern for those who live or do business abroad. ...
FBAR filing requirements and deadlines in 2025
Whether you live in the US or abroad, if you hold an account in a foreign bank — whether savings, pension, or investment — you may be required to comply with FBAR (Report of Foreign Bank and Financial Accounts) filing requirements. Many Americans are unaware that simply having a foreign bank account can trigger FBAR obligations. ...