Expat tax services from trusted tax experts

Form 8949 is the IRS form used to report sales and other dispositions of capital assets – stocks, bonds, cryptocurrency, real estate, and foreign investments. For tax year 2025 (filed in 2026), many taxpayers who sold an investment will need Form 8949, but some transactions can be reported directly on Schedule D or on a separate s...

A US citizen working remotely abroad for a US company remains subject to US federal income tax on worldwide income under IRC Section 61, regardless of where the work is performed. A non-US citizen who performs all services outside the United States owes no US income tax on that compensation. Two sets of rules apply, and the routing sect...

For the FBAR exchange rate, you use the Treasury Reporting Rate of Exchange for December 31 of the reporting year. That single year-end rate is applied to the maximum balance each ...

Most J-2 visa holders have a US filing obligation, even when they earned no income. What you file depends on two things: whether you had US-source income, and whether you are still a nonresident alien for tax purposes. The two often get conflated, and that is where most filing errors begin. This article covers when a J-2 visa tax return...

An accidental American is usually still considered a US taxpayer until their US citizenship is formally relinquished or renounced. Even if they have never lived in the US, do not have a US passport, or pay taxes in anothe...

SDOP at a glance: ...