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Superannuation Schemes/Kiwisaver

Does your current tax professional understand KiwiSaver or Australian Superannuation? This is an incredibly complex, and frequently misunderstood area of the US tax code. In some cases, your NZ or Australian retirement accounts could be considered a trust by the IRS, or a Passive Foreign Investme... Read more

Links to US-NZ and US-Australia Tax Treaties

Please see the links below directly to the United States – Australia Tax Treaty, and the United States - New Zealand Tax Treaty. Both documents heavily impact the filing of a US tax return overseas and must be considered at great lengths before preparing any US tax return for an overseas US citiz... Read more

FATCA

FATCA is a widely used term to refer to the US tax implications for US citizens overseas. While citizenship based tax laws have existed since 1864, it is only quite recently that this has come to the forefront of the tax world, due to FATCA. FATCA (Foreign Account Tax Compliance Act) was introduc... Read more

Deadlines

2018 US Tax Filing Deadlines (for US tax returns covering the period 1st January to 31st December 2017) March 15th 2018 Form 1065 Partnerships Form 1120s S Corporations April 17th 2018 Form 1040 Individuals Form FinCen114 (FBAR) Form 1120 C Corporations   Taxpayers living out... Read more

Who Needs to File

Who must file a US tax return?   Any US citizen or green card holder based anywhere worldwide, with a total income greater than $12,400 (USD equivalent) for individuals. This threshold varies for married individuals filing jointly/separately. Your total income includes income from all sources,... Read more

Who needs a to file a US tax return?

  • National Association of Tax Professionals
  • IRS Enrolled Agent
  • National Associations of Enrolled Agents