For American Expats: A U.S. Tax Form Checklist
Submitted by Creveling & Creveling Private Wealth Advisory on April 5th, 2018By Peggy Creveling, CFA, and Chad Creveling, CFA
This article is for general information purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation.
As April 15 approaches and 1099 forms from U.S. banks and brokerages roll in, many Americans living overseas are collecting the various documents needed to file their 2017 U.S. taxes. Since there's a number of sometimes obscure tax forms that U.S. citizens living overseas are required to file, we've provided an updated checklist below to help you keep track of them.