FAQS

Frequently asked U.S. expat tax questions.

We have the answers you need.

Search for our most commonly asked questions. Still not finding what you're looking for? Just ask us.

Featured Topics.

Your U.S. Expat Tax Filing Obligations

Do I need to file a U.S. tax return?
Am I required to file any forms besides my federal income tax return (Form 1040)?
What filing deadlines are applicable to U.S. expats?
What special tax benefits are available for U.S. expats?
If I relocate overseas and qualify for the foreign earned income exclusion, can I ask my U.S. employer to stop withholding tax on my salary?
What are the U.S. income tax rates If I have income in excess of the foreign earned income exclusion?
I sold my house abroad, do I need to pay tax in the U.S. on the gain?
Can I deduct mortgage interest on a foreign home?
What are the ramifications of being self-employed outside the U.S.?
What is FATCA and how does it impact my tax return? What is Form 8938?
If I relocated overseas in mid-year, do I still need to file an income tax return in my home state at the end of the year?
What are the CARES Act stimulus payments?
When and how should I expect to receive the stimulus payments?

Your Late Filing Options

Why should I use an amnesty program to catch up with the IRS?
What amnesty programs are currently available for U.S. expats?
Do I need to disclose my entire tax history when catching up?
Is tax amnesty rarely granted by the IRS?
Will the IRS notify me if my submission is successful and I'm granted amnesty?
Can late filing in the years following participation in a program jeopardize my amnesty?

Expat Tax Professionals - Our Value Beyond the Tax Return

Why should I use Expat Tax Professionals?
Who will prepare my tax return?
Am I able to speak with a U.S. CPA or other tax professional during the process?
Can you coordinate with my local tax accountant if needed?
Will Expat Tax Professionals help respond to IRS notices and letters regarding my return?
Do you offer consulting and tax planning services?

Expat EZ - Our New Alternative for Simple Filers

What is Expat EZ?
How is Expat EZ different from Expat Tax Professionals?
Who will prepare my Expat EZ tax return?
Am I able to speak with a U.S. CPA or other tax professional during the Expat EZ process?
Why do I not qualify for Expat EZ?

Client Portal and Tax Questionnaire

How do I use the client portal and online tax questionnaire?
Does the online questionnaire accommodate both current and late filers?
Is the information I enter onto the client portal and online questionnaire safe and secure?
How does the questionnaire's "smart logic" work?
Can I upload my documents onto the client portal and online questionnaire?
Does the online questionnaire allow users to enter multiple items (e.g., multiple employers, pensions, bank accounts, etc.)?
How can I read more information about a question being asked on the online questionnaire?
Can I chat with someone while filling out the online questionnaire?
Can I roll over my information from year to year?
Can I save my information and return later to continue?
How do I access my completed tax return?

More About Us

How do I pay for your services?
How can I reach you?
How has the coronavirus pandemic affected Expat Tax Professionals?

U.S. taxes don't need to be complicated.

Taking the first step is simple.

* Please select the country of residence
* Please select the tax year
Let's Get Started