Reid Kopald
Articles
Form 1040-V payment voucher: how to pay your US taxes
Form 1040-V is the IRS payment voucher you include when mailing a check or money order with your federal tax return. It applies to balance-due payments on Form 1040, 1040-SR, or ...
Can a Non-US citizen spouse get Social Security benefits?
A non-US-citizen spouse can qualify for US Social Security on a worker’s record without becoming a US citizen. For 2025 benefits reported in 2026, eligibility, payment abroad, and US tax treatment are separate questions. The rules matter most when a couple retires outside the United States. A spouse may qualify for a benefit but s...
Foreign grantor trusts: tax rules, planning, and compliance for cross-border families
A foreign grantor trust is a foreign trust treated as owned by a grantor under IRC sections 671–679. For 2025 returns filed in 2026, US persons involved with a foreign trust may need Form 3520. A foreign trust with a US owner may also need Form 3520-A, while Form 8621, Form 8938, and FBAR depend on separate ownership and filing thresholds.<...
15 best tax-friendly countries to retire abroad for US citizens
Choosing where to retire abroad takes more than comparing headline tax rates. For US citizens, the real picture is how local taxes, US filing rules, healthcare, and visa options work together once you actually live there...
Cryptocurrency Tax Reporting for American Expats 101
Cryptocurrency transactions have become very popular nowadays and every American citizens, including expats, have to file a US tax return every year, should know how the IRS is treating each transaction like buying...