Topic hub

Expat Tax & Finance - Page 4

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

Latest guides

117 guides in this topic.

Open resources
US expat working abroad on laptop with housing exclusion tax guide Expat Tax & FinanceMay 6, 2026

The Foreign Housing Exclusion Most Expats Forget to Claim

The IRS Foreign Housing Exclusion stacks on top of FEIE. In Hong Kong, it can exclude another $93,500. Here are the 2025 city limits and how to claim

Tax documents and calculator representing capital gains tax planning for US expats abroad Expat Tax & FinanceMay 6, 2026

Capital Gains Tax: The FEIE Blind Spot Expats Pay For

The FEIE shields your salary but not your stock gains. Learn how NIIT, the stacking rule, and Section 865(g) affect US expat capital gains taxes.

Sydney Opera House with overlay text about Australian superannuation and US tax trap Expat Tax & FinanceMay 5, 2026

Australian Super & US Taxes: The Trap Nobody Warns You About

The US-Australia treaty gap exposes your super to annual IRS taxation and 0,000/yr penalties. What every US expat in Australia must know.

US tax documents representing GILTI tax obligations for expats with foreign companies Expat Tax & FinanceMay 5, 2026

GILTI Tax: Why Your Foreign Company Still Owes the IRS

Own a foreign company as a US expat? GILTI tax means you owe the IRS annually — even in Dubai or Panama. Learn how to legally reduce your bill to

Health insurance tiles on a calendar representing HSA rules for US expats living abroad Expat Tax & FinanceMay 4, 2026

Your HSA Abroad: The Rules That Surprise Every Expat

Can you use your HSA abroad? Contribute while on FEIE? Which expat plans qualify? The complete 2026 HSA rules for US expats living overseas.

US passport and globe illustrating IRS passport revocation risk for Americans abroad Expat Tax & FinanceMay 3, 2026

How the IRS Can Cancel Your Passport Abroad

The IRS can revoke your passport for $62,000+ in unpaid taxes. 362,000 Americans at risk. Learn thresholds, process, and resolution options.

401k notebook with cash and calculator representing the FEIE retirement trap for US expats Expat Tax & FinanceMay 3, 2026

The FEIE Retirement Trap: Why Your Tax Break Costs More

Claiming the FEIE can zero out your Solo 401(k) and IRA contribution limits. Learn how the 5-year lock-in affects self-employed expats.

The hidden W-2 tax trap for US employees working abroad Expat Tax & FinanceMay 2, 2026

The W-2 Abroad Tax Trap Most Remote Workers Never See Coming

FEIE eliminates federal income tax but not FICA. A $120K W-2 employee abroad still pays $9,180/yr in payroll taxes. Here are the real fixes.

Hong Kong skyline — the Foreign Housing Exclusion can shelter up to $93,500 for US expats in high-cost cities Expat Tax & FinanceMay 1, 2026

The $75K Tax Break US Expats Leave on the Table

Most US expats claim the FEIE and stop — missing a second IRS shelter that can shield up to $93K more in cities like Hong Kong or Singapore.

IRS tax documents on desk with overlay text about streamlined filing for US expats Expat Tax & FinanceMay 1, 2026

IRS Streamlined Filing: Catch Up on Expat Taxes for Free

The IRS offers a penalty-free amnesty program for US expats who missed tax filings. SFOP lets you catch up on 3 years of returns and 6 FBARs with

US passport with overlay text about citizenship renunciation exit tax guide Expat Tax & FinanceMay 1, 2026

US Citizenship Renunciation: The Exit Tax Trap

The real cost of renouncing US citizenship: ,350 fee, mark-to-market exit tax, IRA deemed distributions, and Section 2801 inheritance tax on US heirs.

Puerto Rico Old San Juan colorful buildings - Act 60 tax incentives guide Expat Tax & FinanceApril 29, 2026

Puerto Rico Act 60: Legal 0% Capital Gains Tax

Act 60 lets US citizens legally pay 0% on capital gains & dividends in Puerto Rico. Full requirements, costs, IRS risks & 2026 deadline explained.

Header image for Expat RSUs: The Double Tax Trap Tech Workers Don't See Coming Expat Tax & FinanceApril 29, 2026

Expat RSUs: The Double Tax Trap Tech Workers Don't See Coming

A software engineer at a major tech company moves to Portugal in January. In November, 200 RSUs vest — worth $180,000 at market price.

Header image for Phantom Gains: The Hidden Tax on Foreign Property Sales Expat Tax & FinanceApril 28, 2026

Phantom Gains: The Hidden Tax on Foreign Property Sales

You sold your Spanish apartment for the exact same price you paid for it — €215,000 in, €215,000 out. Zero profit in euros.

Header image for The 3.8% Tax Trap Catching US Expat Investors Off Guard Expat Tax & FinanceApril 28, 2026

The 3.8% Tax Trap Catching US Expat Investors Off Guard

Most US expats obsess over two tax tools: the Foreign Earned Income Exclusion (FEIE) and the Foreign Tax Credit (FTC). The IRS casts a wide net here.

Header image for IRS Streamlined Filing: How Non-Filing Expats Avoid $165K Fines Expat Tax & FinanceApril 26, 2026

IRS Streamlined Filing: How Non-Filing Expats Avoid $165K Fines

The IRS built a quiet backdoor for US expats who never filed a return abroad. Penalty: 0%. What it doesn't waive: interest on any tax you actually

Header image for Expat State Domicile: Florida, South Dakota, or Wyoming? Expat Tax & FinanceApril 25, 2026

Expat State Domicile: Florida, South Dakota, or Wyoming?

Most US expats pick Florida by default. It's warm, it has no income tax, and everyone knows it. Getting it wrong is expensive.

Header image for Canada for US Expats: Taxes, Visas & the Double Tax Problem Expat Tax & FinanceApril 23, 2026

Canada for US Expats: Taxes, Visas & the Double Tax Problem

And unlike most countries where Americans can escape US taxes by moving abroad, Canada doesn't offer that escape hatch. You pay the CRA and the IRS.

Header image for Czech Republic for US Expats: Taxes, Visas & the $1,800/Month Life Expat Tax & FinanceApril 23, 2026

Czech Republic for US Expats: Taxes, Visas & the $1,800/Month Life

Most Americans associate European living with Paris rents and Scandinavian tax rates. That's not a travel perk — it's a business advantage.

Header image for Netherlands 30% Ruling: The Expat Tax Break Worth €14K/Year Expat Tax & FinanceApril 21, 2026

Netherlands 30% Ruling: The Expat Tax Break Worth €14K/Year

The Netherlands charges up to 49.5% income tax on earnings above €76,817. What Exactly Is the Netherlands 30% Ruling? Who Qualifies for the 30%

Header image for Roth IRA for Expats: Why FEIE Kills Your Contributions Expat Tax & FinanceApril 19, 2026

Roth IRA for Expats: Why FEIE Kills Your Contributions

The IRS doesn't send a warning letter. Your brokerage won't flag it. You'll find out at tax time, staring at a 6% penalty on every dollar you

Header image for Expat Tax Services Ranked: Which One Actually Files Right Expat Tax & FinanceApril 19, 2026

Expat Tax Services Ranked: Which One Actually Files Right

TurboTax cannot file an FBAR. Neither can most domestic tax software. At worst, they're flat-out missing. Five Expat Tax Services, Ranked 1.

Header image for New Zealand's 4-Year Tax Exemption for New Residents Expat Tax & FinanceApril 18, 2026

New Zealand's 4-Year Tax Exemption for New Residents

Most people thinking about moving abroad for tax reasons cycle through the same shortlist: UAE, Panama, Paraguay, Georgia.

Header image for Thailand Tax Rules for US Expats: The Complete Guide Expat Tax & FinanceApril 17, 2026

Thailand Tax Rules for US Expats: The Complete Guide

Here's a number that should make every American in Thailand uncomfortable: Thailand has no tax treaty with the United States .