ACA American Citizens Abroad

Jonathan Lachowitz, ACA executive committee member, has written an article in English in the Swiss business newspaper AGEFI.  The article details a series of DOs and DON'Ts for Americans living and working in Switzerland. The advice concerning the handling of "Third pillar" retirement funds with respect to American and Swiss tax law is of particular interest.   A copy of the article is available here .

Here are some of the most important tax forms and publications you should have

 IRS website

 Publication 4732 "Federal Tax Information for U.S. Taxpayers Living Abroad" (2 page summary)

 Publication 54 "Tax Guide for U.S. Citizens and Resident Aliens Abroad" (detailed guide)

 Publication 17 "Your Federal Income Tax" (for all taxpayers)

 Form 1040

 Form 2555 (Foreign earned income)

 Form 1116 (Foregn tax credit)

 Report of foreign bank accounts "FBAR"

Get ready for the upcoming tax filing seasons!  Roger B. Adams, a fiscal expert, has prepared for ACA a great starter with advice on locating exchange rates and advice on where to find various sources of information and counsel for completing your 1040.

What Americans overseas who have not filed US tax returns should know    

Americans grumble as April 15th approaches each year, but they buckle down, devote a couple of weekends to preparing their 1040, or transmit their bank records to their tax preparer if they don’t have the time or simply can’t make heads or tails out of tax forms and instructions.