Andrew Coleman

Returning to the US after living abroad can be exciting, but the tax side of a mid-year move can get complicated fast. A returning to the US expat may need to deal with federal deadlines, partial-year exclusions, foreign accounts, state residency, and new health coverage decisions in the same filing cycle. This expat tax checklist is up...

The IRS has multiple ways to identify US citizens and green card holders abroad who have not filed. Foreign bank reporting under FATCA, separate disclosures on FBAR and Form 8938, digital asset reporting, travel records, public internet research, whistleblower claims, and newer IRS AI enforcement/data matching have made non-filing abroad much eas...

Form 8332 is the IRS form the custodial parent signs to release the claim to a child for federal tax purposes. In some cases, a similar written statement can also work, and certain pre-2009 divorce decrees or separation agreements may qualify if they meet IRS r...

No, the dependent exemption deduction is not active for 2025 returns filed in 2026 – it has been suspended since 2018 under the Tax Cuts and Jobs Act. But yes, claiming a dependent still unlocks real benefits: the Child Ta...

The IRS physical presence test is one of the two ways to qualify for the Foreign Earned Income Exclusion (FEIE). The key situation is the 2025 tax return filed in 2026. To qualify under this rule, you generally must...

Form 3520-A is the annual information return of a foreign trust with at least one US owner. The foreign trust is the primary filer, but every US person treated as an owner must make sure a complete return is filed and that the required annual sta...