Andrew Coleman — Author at Taxes for Expats (Page 13)

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At TFX we've been doing taxes for U.S. expats for over 25 years
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Expat taxes are complicated. Seriously.
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Featured reads

Mar 07, 2024

Form 926: A comprehensive guide for US transferors

Mar 07, 2024

The ultimate guide to Form 1040-ES for US expats

Feb 22, 2024

What is Form 1040 Schedule 2 [a comprehensive guide]

Services

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Overview

Getting started
Start your tax prep in minutes – simple and hassle-free
Streamlined procedure
IRS amnesty program for expats with overdue returns
Non-resident tax return
For non-US citizens or Green Card holders with US income
Tax projection
Selling stocks? Changing jobs? Plan your taxes early
Free expat tax extension
Get 6 extra months to file – quick, easy, and penalty-free

Free intro consultation
20 min call to assess your needs and next steps
Streamlined domestic
IRS amnesty for US-based taxpayers behind on filings
Amended tax return
Fix past returns and refile with accurate corrections
IRS letters review
We’ll decode and respond to IRS letters for you
2-month tax extension
Expat? Extend your tax deadline until December 15

Tax planning
Strategic phone consultation with a senior tax expert
FBAR filing
Stay compliant with foreign account reporting (FBAR)
Tax return check
We’ll review your past returns for costly mistakes
Representation
We’ll speak with the IRS and handle it for you

US expat tax return
US tax compliance made easy for Americans abroad
FATCA
Reporting help for US taxpayers with foreign assets
CPA tax consultation
Expert tax advice from a licensed US CPA
Expatriation
Renounce your US citizenship or Green Card stress-free

Tools

Personalized tax prep quote in 2 minutes
Instant, accurate, and made just for you.
Tax preparation fee calculator
Discover the average cost of tax return preparation for you
Substantial presence test calc
Easily determine your US tax residency status
Foreign Earned Income Exclusion calculator
Quickly estimate your potential tax savings

Pricing

Tax guide

Join live webinar

Articles

Form 926: A comprehensive guide for US transferors

Disclaimer ...
Mar 07, 2024

The ultimate guide to Form 1040-ES for US expats

As a U.S. expat, you’re globetrotting and embracing life in a new country. But there’s one...
Mar 07, 2024

What is Form 1040 Schedule 2 [a comprehensive guide]

Disclaimer ...
Feb 22, 2024

Airbnb taxes for US expats: How to report your income and minimize your liability

Disclaimer ...
Feb 10, 2024

Mastering Form 8867: A guide to maximize tax credits

Disclaimer ...
Feb 09, 2024

Are legal fees tax deductible? [Deciphering tax deductibility of legal fees]

Disclaimer ...
Feb 09, 2024

Nationals vs citizens of the United States at birth: Understanding US citizenship requirements for children born abroad

As an American expat living abroad, one of the most important things to consider is your children&...
Feb 09, 2024

Maximizing tax benefits: Understanding the credit for other dependents & how to claim it

One valuable credit that can provide relief for expats with dependents who do not qualify for the ...
Feb 09, 2024

Form 8854, Initial and Annual Expatriation Statement

Disclaimer ...
Feb 09, 2024

Tax evasion vs tax avoidance: Understanding the difference and consequences

If you're like most people, taxes are probably one of your least favorite things to think abou...
Jan 31, 2024

Understanding the mortgage interest deduction for US expats

Disclaimer ...
Jan 31, 2024

Form 1095-C: Employer-Provided Health Insurance Offer and Coverage

Disclaimer ...
Jan 31, 2024

All articles

IRS 101

How to obtain a copy of past returns

Prior year transcripts - who to call, which forms to fill out, etc.

How IRS can find you abroad

A common misunderstanding is that US citizens abroad do not have to file tax returns

Expatriate tax audits

Audits are no fun, especially when the documents are not standard US tax forms; TFX can help

Tax penalties & interest

How the IRS computes tax, interest, and other penalties & what you can do to avoid them

Can you e-file US tax return from abroad

TFX is an authorized e-file firm and e-files tax returns for taxpayers globally

How to pay IRS electronically from abroad

If you do have a tax bill, what are the ways you can pay the IRS?

How to file an amended return

We can amend prior filed returns to ensure you get the deductions & credits you are eligible for

IRS mailing addresses

In cases where E-filing is not permitted (IRS rules), we outline where and how to snail mail the returns

IRS statute of limitations

The IRS can’t chase you forever; we break down the rules behind the IRS statute of limitations

ITIN Q&A

What are ITINs, who needs one, how to get one, and when they expire

All IRS 101

Tax musings

Financial planning

Tax saving strategies

Recently published

Recently Published Articles

Foreign nationals

Case studies

Artículos en español

Tax Reform 2025

All tax musings

Tax concepts

Glossary of tax terms

Expatriate tax glossary. Commonly used terms explained

Definition of US tax terson

More complicated than it sounds. How ‘US Person’ is defined by the IRS and what it means to you

Resident & non-resident aliens

“Resident” can have many different meanings for the IRS.

Foreign bank account report: FBAR

FinCEN Form 114 and filing requirements explained. Who needs to file, when, and why?

Foreign retirement accounts

How is your nest egg treated by the IRS? It depends on the country and the plan

Foreign tax credit (FTC)

How to avoid double taxation

Physical presence test

One of two ways to meet the Foreign earned income exclusion (FEIE)

All tax concepts

Expat tax 101

Why file

It’s the law. But, outside of legal reasons, many taxpayers may also benefit from refunds

Expat tax deadlines & due dates

There are many different deadlines & possible extensions - TFX can keep you abreast.

Tax documents required

Which documents you may require in getting caught up to date on your tax returns

Do expats file state taxes?

It depends. State taxes are one of the most misunderstood aspects of expat tax.

Common tax forms

Thousands of tax forms exist, but which select few you really need to understand

Dependents & exemptions

How to understand these two terms & use them to your advantage to obtain tax refunds

Foreign spouse tax implications

How to understand these two terms & use them to your advantage to obtain tax refunds

Totalization agreements

Why these complex terms can mean a lot to self-employed individuals & digital nomads

Green Card holders

US tax filing requirements & credits specific to permanent residents

Surrendering citizenship or Green Card

Big life choice that also carries hidden tax implications & filing requirements

Social security survivor benefits

Will your non-US spouse be sble to receive survivor, dependent, or spousal benefits?

All expat tax 101

Who we help

Americans working abroad

US citizens & Green Card holders who are living and working outside the US

American educators abroad

TFX has partnerships with many international schools to assist their staff with tax filings

American contractors overseas

Contractor taxes contain many nuances, especially for potential state tax filing requirements

Employees of international organizations

Aid workers (& other staff) of the UN, EC, WHO or WB have many tax advantages and tax complexities

Pilots

Thx for keeping us safe in the sky! International pilot taxes are *almost* as complex as flying a jet

Military

Working in war zones or stationed abroad, TFX can help understand filing requirements

Digital nomads

Global citizens who earn a living without a permanent establishment

Retirees abroad

TFX files returns for American retirees globally & ensures their nest eggs are protected

Small business owners

We support entrepreneurs globally & explain how to make the most of your hard-earned earnings

Green Card holders

Permanent residency has tax implications - we explain what you need to know

Accidental Americans

Born with a U.S. citizenship but never filed tax returns? TFX can help.

Dual citizens with US passports

Multiple citizenship is in vogue! TFX explains your U.S. tax filing requirements

Country guides

Dominican Republic

Iceland

India

All country guides

Case studies

How our CPAs helped a client save $56K and avoid double taxation

How we helped a US-Canadian expat recover $30,000 lost to double taxation

TFX help & support
Frequently asked questions & tips
Tax questionnaire guide
How to use our handy tax questionnaire
Daily webinar
We host a daily webinar to walk through our easy process and answer questions

Contact

Articles

Form 926: A comprehensive guide for US transferors

Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...

The ultimate guide to Form 1040-ES for US expats

As a U.S. expat, you’re globetrotting and embracing life in a new country. But there’s one thing you can never leave behind: taxes. Understanding the Form 1040-ES can be your passport to a stress-free tax season. This guide is tailored specifically to help U.S. expats demystify the 1040-ES. Understanding the...