Expat Returning to US

Tax planning for Americans returning from abroad

Expat Returning to the US: Your Tax Action Plan for Repatriation

A step-by-step tax action plan for Americans returning from living abroad. Covers unfiled returns, FBAR and FATCA compliance, foreign tax credits, foreign pensions, and transition-year planning.

In-Depth Guides (2)

Guides (1)

Guide

Coming Home: Tax Planning for Americans Returning From Overseas

Moving back to the US after living abroad triggers a cascade of tax obligations: FBAR catch-up, FATCA compliance, loss of the Foreign Earned Income Exclusion, state residency traps, and foreign asset disposal. A planning guide for repatriating Americans.

Quick Guides (32)

$10K-$200K in Foreign Accounts

Choose this if the combined value of your foreign financial accounts falls between $10,000 and $200,000. This range triggers mandatory FBAR filing and...

1-3 Years Abroad

Choose this if you have been living outside the US for one to three years. By this point, you likely qualify for the Foreign Earned Income Exclusion and...

3-7 Years Abroad

Choose this if you have been living outside the US for three to seven years. At this stage, you are well-established abroad and your international tax...

Both Employer and Personal Foreign Retirement

Choose this if you have both an employer-sponsored pension and a personal retirement account in a foreign country.

Catch-Up Filing

Choose this if you need to file delinquent US tax returns or information returns for years you missed while living abroad.

Currently Living Abroad

Choose this if you are a US citizen or resident currently living outside the United States and need ongoing tax compliance and planning.

Employed by Foreign Company

Choose this if you worked for a company based in the foreign country where you lived, with no US employer involvement.

Employed by US Company Abroad

Choose this if your employer while abroad was a US-based company or its foreign subsidiary.

FBAR/FATCA Compliance

Choose this if your primary concern is ensuring you have correctly reported foreign financial accounts under FBAR and FATCA requirements.

FEIE vs. Foreign Tax Credit

Choose this if you want to understand whether the Foreign Earned Income Exclusion or the Foreign Tax Credit produces a better result for your situation.

Filed US Taxes Every Year While Abroad

Choose this if you filed US tax returns every year while living abroad, including all required international information returns.

Filed US Taxes Some Years While Abroad

Choose this if you filed US tax returns for some years while living abroad but missed others.

View all 32 quick guides →

Your Professional Team

CPA

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FBAR/FATCA compliance, foreign tax credits, treaty positions, and state re-establishment

International Tax Attorney

Sometimes

Streamlined filing compliance, voluntary disclosure, and foreign pension treatment

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