International Tax Forms
Guides to U.S. international tax forms commonly encountered by Americans living abroad.
Form 2555 Guide for Americans Abroad
Form 2555 is the form used to claim the Foreign Earned Income Exclusion and foreign housing benefits when the eligibility rules are met.
Read guide →Form 1116 Foreign Tax Credit Guide
Form 1116 is commonly used by expats to claim a credit for qualifying foreign income taxes and reduce double taxation.
Read guide →Form 8938 vs FBAR
Form 8938 and FBAR are separate reporting regimes that can apply to the same taxpayer in the same year.
Read guide →Form 3520 for Foreign Gifts
Form 3520 can apply to certain large gifts or bequests received from foreign persons, estates, corporations or partnerships.
Read guide →Form 3520 and Foreign Trusts
Foreign trust ownership, contributions and distributions can create Form 3520 and potentially Form 3520-A obligations.
Read guide →Form 5471 Guide for Foreign Corporations
Form 5471 is a major information return for certain U.S. persons with ownership, control or other relationships to foreign corporations.
Read guide →Form 8621 and PFIC Reporting
Form 8621 is commonly associated with U.S. ownership of Passive Foreign Investment Companies, including many non-U.S. mutual funds and ETFs.
Read guide →Form 8858 for Foreign Disregarded Entities
Form 8858 can apply to certain foreign disregarded entities and foreign branches owned by U.S. taxpayers.
Read guide →Form 8865 for Foreign Partnerships
Form 8865 can apply when a U.S. person owns, controls or transfers property to certain foreign partnerships.
Read guide →Form 8833 Treaty-Based Return Positions
Form 8833 is used to disclose certain treaty-based return positions when disclosure is required.
Read guide →Prefer professional expat tax preparation?
Use the guides to identify the likely form set, then compare the complete engagement scope.
Check TFX Pricing