For American Expats: A U.S. Tax Form Checklist
Submitted by Creveling & Creveling Private Wealth Advisory on March 12th, 2019By Peggy Creveling, CFA, and Chad Creveling, CFA
This article is for general informational purposes only and is not intended as specific legal or tax advice. Please consult your legal or tax advisor for advice relevant to your situation.
At this time of year, many Americans living overseas are collecting the various documents needed to file their 2018 U.S. taxes. This year, in addition to the sometimes obscure U.S. tax forms that U.S. citizens living overseas are required to file, expats need to be aware of a number of changes from the Tax Cuts and Jobs Act (TCJA) enacted at the end of 2017.