Resource Hub

U.S. Expats Abroad

U.S. tax guides for Americans living overseas: the physical presence test, FEIE vs. foreign tax credit, PFIC exposure on foreign funds, and country-specific filing considerations.

Deductions & Credits

FEIE vs. Foreign Tax Credit: Which Should U.S. Expats Take? The FEIE and Foreign Tax Credit both reduce your U.S. tax bill, but choosing the wrong one can cost you IRA eligibility, Social Security credits, and thousands in taxes.

Compliance & Reporting

Form 8621: PFIC Rules for Foreign Mutual Funds and Non-U.S. Investments Foreign mutual funds, ETFs, and certain non-U.S. holding companies can trigger PFIC rules and Form 8621. The tax cost is often worse than investors expect, and the filing can follow you for years.

International & Treaties

U.S. Tax in Mexico: Expat Filing, Treaty Planning, and Mexican Investment in the U.S. U.S. tax guide for Americans living in Mexico and Mexican residents investing in the U.S., including treaty issues, Mexican entities, U.S. LLCs, and U.S. real estate.

PFIC Tax Rules: What U.S. Investors Need to Know About Foreign Funds U.S. persons who own shares in foreign mutual funds, ETFs, or pooled investment vehicles are likely holding a PFIC. The tax consequences are severe by default, but elections are available that can change the outcome significantly.

Residency & Status

Physical Presence Test for U.S. Expats: How to Track the 330 Days The physical presence test for the Foreign Earned Income Exclusion is stricter than most expats expect. It requires 330 full days in foreign countries during a 12-month period, and travel days are often where the calculation breaks.

Have questions? We can help.

← Back to Resource Hub