Form 8843 Explained: Who Must File It and Why It Matters
Form 8843 is how international students, scholars and others explain why some US days should not count toward the substantial presence test. Learn who files it and the…
Money
Sending money home, international transfers, banking and personal finance for expats and migrants.
Expat Tax for US Citizens Abroad: What You Still Have to File
Expat tax for US citizens abroad explained: you generally still file a US return, with the foreign earned income exclusion, FBAR and Form 8938 as the key tools…
Remittance Transfer Rights in the US: Cancel, Refund and Fix Errors
Sending money abroad from the US? Know your remittance transfer rights: the 30-minute cancellation window, required disclosures, and 180 days to report an error.
Foreign Earned Income Exclusion Explained: Who Qualifies and the 330-Day Test
The foreign earned income exclusion lets some US citizens and resident aliens living abroad exclude part of their foreign earnings. See the three ways to qualify and the…
US Tax Treaty Benefits Explained: How to Claim a Reduced Rate
Tax treaty benefits can cut or remove US tax on certain income for residents of treaty countries. See what treaties do, who they help, and which forms matter.
Form 8938 Explained: FATCA Thresholds for Foreign Financial Assets
Form 8938 reports foreign financial assets with your US tax return. See the thresholds for people living in the US and abroad, and how the form differs from…
FBAR Filing Requirements: Do You Need to Report Foreign Bank Accounts?
If you live in the US and still hold a bank account back home, you may need to file an FBAR. See who must file, the $10,000 threshold,…
FICA Tax for International Students: Who Pays and Who Is Exempt
Most F-1, J-1 and M-1 students are exempt from Social Security and Medicare tax in their first years in the US. Learn the rules, the 20-hour on-campus limit,…
Nonresident Alien Tax in the US: Who Must File and What Gets Taxed
How nonresident alien tax works in the US: who must file, the difference between effectively connected income and FDAP income, the flat 30 percent rate, and the spouse…
Substantial Presence Test: How to Work Out If You Are a US Tax Resident
The substantial presence test is the IRS day-count formula that decides whether you are a US tax resident. Learn the 31-day and 183-day rules, which days do not…