U.S. Taxes for Worldly Americans · the Traveling Expat's Guide to Living, Working, and Staying Tax Compliant Abroad (Updated for 2019) by Wagner, Olivier -- Read -- Imperial Library of Trantor

Index

FOREWORD FROM THE PUBLISHER PREFACE INTRODUCTION

EXPATRIATES PERPETUAL TRAVELERS ACCIDENTAL AMERICANS WHAT HAPPENS IF I DON’T FILE? INTRODUCTION TO FORM 1040 HOW THIS BOOK IS STRUCTURED

MOVING, LIVING & WORKING ABROAD

THE DYNAMICS OF RELOCATING FAMILY DYNAMICS ABROAD WORKING ABROAD MAINTAINING TIES BACK HOME MITIGATING TRAVEL EXPENSES EMIGRATING FROM THE U.S. FOREIGN BANK ACCOUNTS & INCORPORATION

GETTING AND STAYING TAX COMPLIANT

PAPERWORK AND FORMS FTC & FEIE STATES FORM 3520 FORM 5471 FOREIGN-OWNED DISREGARDED ENTITIES & FORM 5472 PFICs & FORM 8621 FBAR & FORM 8938 OTHER IMPORTANT FORMS

INCOME

SCHEDULE B SCHEDULE C SCHEDULE D SCHEDULE E PARTNERSHIPS & S CORPORATIONS FORM 5471 UNDERSTANDING SUBPART F INCOME WHAT QUALIFIES AS SUBPART F INCOME? DORMANT CORPORATIONS FOREIGN EARNED INCOME EXCLUSIONS (FEIE) FORM 2555-EZ BONA FIDE RESIDENCE TEST PHYSICAL PRESENCE TEST NON-CASH INCOME

DEDUCTIONS

FORM 2555 & PASSING THE BONA FIDE RESIDENCE TEST SEVEN TYPES OF ITEMIZED DEDUCTIONS WITH SCHEDULE A OTHER TAXES PREPARING SCHEDULE A

CREDITS

FORM 1116 THE ADDITIONAL CHILD TAX CREDIT

OTHER TAXES

SOCIAL SECURITY SELF-EMPLOYMENT TAX SOCIAL SECURITY TOTALIZATION AGREEMENT COUNTRIES PASSIVE FOREIGN INVESTMENT COMPANIES (PFIC)

RENOUNCING U.S. CITIZENSHIP – HOW & WHY

COVERED VS. UNCOVERED EXPATRIATES UNDERAGE RELINQUISHMENTS AVOIDING COVERED EXPATRIATE STATUS BEYOND THE EXIT TAX YOUR FINAL TAX RETURN WHY YOU SHOULD CONSIDER ACQUIRING A NEW PASSPORT (OR TWO) HOW TO GET A SECOND PASSPORT THE PRICE OF CITIZENSHIP THE PRICE OF RESIDENCY

CONCLUSION ABOUT OLIVIER WAGNER & 1040 ABROAD Index