U.S. Estate and Gift taxes are considered "transfer" taxes and not "income" taxes and the tax is asserted against the person making the transfer. The U.S. Estate and Gift taxes apply differently to U.S. persons and non-U.S. persons, and some of the rules depend on if the non-U.S. person is considered a resident (which are not the same as traditional...
FAWCO, and its partners American Citizens Abroad (ACA) and Association of Americans Resident Overseas (AARO) advocate in Washington DC on behalf of the over 8 million Americans and green card holders living outside of the US. They attend Overseas Americans Week and maintain contact with legislators to inform them about US policies that have unfair ramifications on Americans living overseas.
We...
The two other forms mentioned on our Tax Basics page are Form 8938 and the FBAR/FINCen Form 114 which are required for Americans and green card holders who have foreign bank accounts to file.
For form 8938 see FAWCO’s 8938 Guidelines for a simple description and chart showing thresholds of foreign...
Preparing
It’s best to be as prepared as possible before you’re ready to fill out the forms, or go to an advisor or tax preparer if you are using an expert, to file your taxes. Here are some resource lists to get you started.
FAWCO Tax Laundry List PDF (60KB)
This is a compiled summary of tax...
The following IRS pages have been put together specifically for international taxpayers (US citizens, green card holders and resident aliens living abroad):
IRS US Citizens and Resident Aliens Abroad
IRS basic information for international taxpayers including definitions, Tax ID numbers, income exclusions and more
Find information about filing taxes on our Filing Options page.
For...
We have compiled external advisory content, whose links below will take you to external websites.
Tax planning for Americans Living Abroad webpage provides some basic FAQs for beginning questions on tax planning while living abroad, you can also see their expat planning guide.
10 Tax Planning Tips for the end of the year. Tax planning between now and the end...