CF Cashflow Abroad
Blog Start Here Resources About Contact Advertise

Topic hub

Expat Tax & Finance - Page 2

Start here for US expat taxes, FBAR, FATCA, FEIE, state domicile, banking, and cross-border money decisions before moving abroad.

Latest guides

190 guides in this topic.

Open resources
Two envelope stacks on a walnut dining table at dusk Expat Tax & FinanceAugust 29, 2026

Form 8959 Extra 0.9% Payroll Surtax Abroad

Map Form 8959 before you file: 0.9% hits high W-2 and Schedule C pay even after Form 2555, and two jobs can skip withholding.

 Sunlit apartment sideboard with ceramic jars and tropical plants Expat Tax & FinanceAugust 29, 2026

Singapore CPF US Tax After You Get PR

Singapore PR starts 37% CPF on capped wages. Learn OA/SA interest, FBAR $10,000, Form 8938, and Form 3520 timing before you file.

 Sunlit foreign apartment desk with pay stubs by a window Expat Tax & FinanceAugust 28, 2026

Form 673: Stop Expat Paycheck Withholding

Give your US employer Form 673 to stop federal withholding on wages you expect to exclude, up to $132,900 for 2026, then still file Form 2555.

 Dusk London apartment desk with closed laptop and rain on window Expat Tax & FinanceAugust 28, 2026

UK ISA Rules vs IRS Reporting for Expats

Report UK ISA interest and skip fund PFICs. Learn the £20,000 cap, Form 8621 per fund, and the $10,000 FBAR test before you subscribe.

 High-floor rental living room with dusk lake light Expat Tax & FinanceAugust 27, 2026

Use IRS High-Cost Housing Caps Abroad

Look up your city's IRS housing cap before you use $39,870. Geneva, Zurich, and Singapore limits plus the prior-year table election.

 Walnut office desk with kraft envelopes and courier pouch in window light Expat Tax & FinanceAugust 27, 2026

Form 5472: Avoid the $25k LLC Penalty

Learn who must file IRS Form 5472, the $25,000 penalty, and how expats fax the Ogden DE package before the April deadline.

 Sunlit Lisbon desk with closed leather corporate minute book Expat Tax & FinanceAugust 26, 2026

US LLCs Abroad Skip FinCEN BOI Reports

As of August 2026, FinCEN exempted US-formed LLCs from BOI filing. See who still files, what stays due, and how to avoid a $25,000 IRS

 Sunlit apartment with moving crates and courtyard windows Expat Tax & FinanceAugust 26, 2026

Qualify Under the FEIE Bona Fide Residence Test

Qualify for the FEIE without counting 330 days. Use the IRS full-year test, avoid the tax-home trap, and file Form 2555 the right way.

 Warm Hong Kong apartment table with envelopes beside a rainy window Expat Tax & FinanceAugust 25, 2026

Hong Kong MPF US Tax Trap for Expats

US employees in Hong Kong must report MPF once foreign accounts exceed $10,000. Use this FBAR, Form 8938, and no-treaty tax checklist before you file.

 Warm dusk apartment table with unlabeled folders and city bokeh Expat Tax & FinanceAugust 25, 2026

FEIE 5-Year Lockout If You Switch to FTC

Switching from Form 2555 to Form 1116 can lock out the FEIE for five tax years. Price the move before you file either form.

 Traveler establishing a permanent home abroad with organized relocation records Expat Tax & FinanceAugust 24, 2026

New York Foreign-Country Exception

Learn the 450-of-548-day test, 90-day family cap, and records New York expats need to support nonresident tax treatment.

 Expat reviewing foreign account balances and currency calculations at home Expat Tax & FinanceAugust 24, 2026

Valuing Foreign Assets for Form 8938

Use the right year-end exchange rate, calculate maximum foreign asset values, and test Form 8938 and FBAR thresholds with confidence.

 Parent and adult child planning an overseas retirement rollover Expat Tax & FinanceAugust 23, 2026

529 to Roth IRA Rollovers for Expats

Move unused 529 money to a Roth IRA abroad. Check the $35,000 cap, 15-year rule, 2026 limit, provider access, and local tax treatment.

 Organized foreign account records prepared for year-end currency conversion Expat Tax & FinanceAugust 23, 2026

FBAR Currency Conversion: Apply Treasury Rates

Use the correct year-end Treasury rate, convert foreign account maxima, and test the 0,000 FBAR threshold with an audit-ready workflow.

 Parent and child planning a cross-border college savings move Expat Tax & FinanceAugust 22, 2026

Moving to Canada With a 529 Plan

Keep your U.S. 529 useful after moving to Canada. Compare tax, trust-reporting, school eligibility, and withdrawal choices before acting.

 Traveler organizing an overseas calendar for the FEIE physical presence test Expat Tax & FinanceAugust 22, 2026

How to Count 330 Days for the FEIE

Count 330 FEIE days correctly, choose the best 12-month window, document travel, and protect your foreign earned income exclusion before filing.

 Student settling into apartment for a semester of study abroad Expat Tax & FinanceAugust 20, 2026

529 Room and Board Rules for Study Abroad

Verify foreign-school eligibility, half-time enrollment, and the room-and-board cap before using 529 funds for a semester or degree abroad.

 Expat comparing tax extension timelines at a walnut desk Expat Tax & FinanceAugust 19, 2026

Form 2350 vs. 4868 for Expats

Compare Form 2350 and Form 4868, choose the right expat tax extension, protect Form 2555 eligibility, and avoid payment penalties.

 Expat couple organizing mortgage income records at a walnut table Expat Tax & FinanceAugust 19, 2026

FEIE and Mortgage Qualification for Expats

Show lenders your full foreign earnings despite Form 2555. Build a documented FEIE mortgage file with transcripts, translations, and clean math.

 Expat couple organizing foreign assets for a United States mortgage Expat Tax & FinanceAugust 18, 2026

Foreign Assets for a U.S. Mortgage

Document foreign savings, avoid transfer delays, and keep your U.S. home closing on track with a program-specific evidence checklist.

 Overseas rental apartment tax review with keys and calculator Expat Tax & FinanceAugust 18, 2026

Foreign Rental Tax Software: 7 Tests

Test foreign rental tax software for 30-year ADS, Form 1116, FBAR, and currency handling before you file an expensive mistake.

 Overseas rental property documents prepared for United States mortgage underwriting Expat Tax & FinanceAugust 16, 2026

Use Foreign Rental Income for a U.S. Mortgage

Document foreign rental income, calculate lender cash flow, and prepare translations, transfers, and reserves for a stronger U.S. mortgage file.

 Expat reviews financial records before choosing tax filing help Expat Tax & FinanceAugust 16, 2026

Expat Tax Software: 7 Reasons to Hire Help

Check 7 expat tax software red flags, compare verified filing costs, and know when specialist help can prevent a $10,000 reporting mistake.

 Investor organizing brokerage records before an international move Expat Tax & FinanceAugust 16, 2026

Change Your Brokerage Address Before Moving

Use this expat brokerage address change checklist to protect account access, preserve tax lots, and transfer investments without forced sales.