Expat Tax Planning
Planning guides on FEIE vs FTC, deadlines, extensions, exchange rates, treaties, totalization and recordkeeping for Americans abroad.
FEIE vs Foreign Tax Credit
Choosing between the Foreign Earned Income Exclusion and Foreign Tax Credit can affect current tax, carryovers and future flexibility.
Read guide →U.S. Expat Tax Deadlines
Americans abroad can receive special filing extensions, but payment and information-report deadlines still need separate attention.
Read guide →Form 4868 for Expats
Form 4868 can extend the time to file an individual return, including for taxpayers abroad who need time beyond the automatic overseas extension.
Read guide →Form 2350 for FEIE Qualification
Form 2350 is a specialized extension for taxpayers who expect to qualify for section 911 benefits after the normal filing period.
Read guide →U.S. Tax Treaties for Expats
Income-tax treaties can modify specific U.S. tax outcomes but rarely eliminate all filing for U.S. citizens.
Read guide →Social Security Totalization Agreements
Totalization agreements coordinate U.S. Social Security with partner-country systems to reduce dual coverage and protect benefit eligibility.
Read guide →Exchange Rates for U.S. Expat Tax Returns
Foreign-currency income, balances and asset values must be translated into U.S. dollars using methods appropriate to the reporting item.
Read guide →Tax Records Expats Should Keep
Strong records make foreign income, account balances, basis, treaty positions and late-filing corrections much easier to support.
Read guide →State Taxes for Americans Living Abroad
Moving abroad can end federal physical residence without automatically ending state tax residency or domicile.
Read guide →Estimated Tax for Americans Abroad
Expats without enough withholding may need estimated federal tax payments even when foreign tax or FEIE is expected to reduce the final bill.
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