Reid Kopald

At a glance For ...

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...

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 ...

If you’re a US citizen or resident who owns, benefits from, or contributes to a foreign trust –  such as a foreign pension plan, or a family estate trust set up abroad – you’re likely dealing with a complex set of reporting obligations. Whether you’re planning to set up a trust or already receiving distributions, read on for tax information and c...

If you owe the IRS money, the last thing you want is for your payment to get lost or misapplied. That’s where Form 1040-V comes in – a simple but important payment voucher that helps ensure your check or money order is correctly processed. While it may seem like just another form, using it properly can save you from penalties, interest,...

Filing taxes as an American abroad creates unique timing challenges, especially when claiming the foreign earned income exclusion (FEIE). The difference between Form 2350 and 4868 comes down to your specific situation: Form 4...