Tax Samaritan publishes expat tax articles covering the full range of issues facing Americans living abroad including FBAR and FATCA compliance to the Foreign Earned Income Exclusion, Foreign Tax Credit, Streamlined Filing Procedure, and country-specific tax rules. Each article is written by Tax Samaritan’s team of credentialed expat tax professionals, drawing on direct experience preparing returns and resolving IRS issues for U.S. citizens and green card holders abroad. Browse by category below to find guidance specific to your situation. Whether you’re catching up on unfiled returns, managing self-employment income overseas, planning retirement abroad, or navigating a notice from the IRS, there’s something for you.
Owning Foreign Property – A Guide for Americans Living Abroad
Owning property abroad can be an exciting opportunity for many Americans living abroad. Some buy a home overseas to settle in a new country, while others see foreign real estate…
Here Is How To File Your Taxes When One Spouse Owns a Business – Expat Guide
Filing taxes can be overwhelming, especially for married couples when one spouse is a business owner. When tax season comes, couples must make a crucial decision to file their taxes…
How to Write a Penalty Abatement Letter to the IRS: 6 Important Tips
Have you received an IRS notice? Fear not and read this article to learn how to write a letter to the IRS for better chances of your appeal getting approved.
Retirement Abroad and US Expat Taxes: What You Need to Know
Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to…
Will the IRS take my refund for my student loan in 2026?
It’s tax season again, and many ask, “Will the IRS take my refund for my student loan in 2026?” Tax refunds can be a source of financial relief for many…
Are Education or Tuition Expenses Tax Deductible for U.S. Expats?
Paying for education while living abroad can be expensive, but U.S. expats may still qualify for tax benefits that help offset the costs. While education tuition itself isn’t tax deductible,…
Do You Owe State Taxes? Here’s How You Can Check Your Status
In the U.S., taxes can be at federal or state levels, or both, which may confuse U.S. taxpayers. Learn the methods of checking if you owe taxes to your state.
IRS Lock-in Letter: How to Handle It if You Receive One?
Getting a letter from the IRS can make anyone worry, but one type of letter called the “Lock-in letter” might not be familiar. This letter doesn’t imply debt, but it’s…
Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To Know
As a business owner, one of the most important financial responsibilities you will face is filing taxes. If you are running a Limited Liability Company (LLC), you might ask yourself…
How to Declare Bankruptcy as a U.S. Expat in a Foreign Country
Filing for bankruptcy may be a great way to get more breathing room, but it’s important to note the consequences that come with it. Failure to approach things with care…
How to Complete Form 433-D: IRS Installment Agreement Guide for Expats
Paying your tax bill in full isn’t always possible. The IRS recognizes that many taxpayers, particularly expatriates managing both foreign and U.S. obligations, may require additional time. That’s why the…
Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know
You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my non-U.S. spouse claim Social Security benefits?’’…
How to Reduce Your AGI for High-Income Earners and Small Business Owners
If you’ve ever wondered how to qualify for more deductions and pay less tax as a high-income earner, lowering your adjusted gross income (AGI) could be the answer. Your AGI…
What Is A W-9? Everything You Need To Know
If your financial institution has requested a W-9, you may be wondering about the purpose of this form, how to complete it, and why your bank needs it. Luckily, this…
Foreign Gift Tax and Form 3520: What Expats Need to Know
About 16 percent of the current U.S. population consists of immigrants. As a result, there is increasing demand for information on the correct handling of tax situations involving Green Card…
IRS Form 843 Instructions: Abatement & Refund for Expats
Randall Brody, Enrolled Agent | Licensed by the U.S. Department of the Treasury | Last Reviewed: July 2026 Mistakes happen, even with the IRS. If you’ve been wrongly hit with…
