Reid Kopald

O-1 visa tax obligations depend on tax residency status, not the visa itself. The IRS uses tax-residency rules to decide whether an O-1 holder is taxed as a nonresident alien or resident...

At a glance: What it means: ESPP double taxation means the same economic gain from your employee stock purchase plan can end up taxed twice on your return – once as compensation income and again as capital gain. <...

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Handling filing taxes for deceased can feel like one more administrative burden during an already difficult time. The good news is that the process is usually more structured than it looks. In most cases, you first need to figure out whether a final individual return is required, then confirm who has authority to file, and finally check whether t...

What is Form 1310? It is the IRS statement used to claim a refund due to a person who has died. You usually need it only when the claimant is not a surviving spouse filing a joint return and not a court-appointed personal representative filing the decedent’s or...

Saving for retirement can feel like a long game, especially when you are juggling life abroad, payroll differences, and a stack of US tax forms. The good news is that some Americans abroad may still qualify for the credit for qualified retirement savings contributions, claimed on ...