IRS Expatriate & Nonresident Tax Resources

Publications/Instructions for U.S. Citizens/Residents Overseas

• U.S. Citizens and Resident Aliens Abroad
• Pub 54 - Tax Guide for US Citizens and Resident Aliens Abroad
• Pub 514 - Foreign Tax Credit
• Pub 516, U.S. Government Civilian Employees Stationed Abroad
• Form 673
• U.S. Tax Treaties
• Pub 901 -Tax Treaties
• The Instructions to Form 1116 - The Foreign Tax Credit for Individuals
• The Instructions to Form 2555 - The Foreign Earned Income Exclusion
• Pub 4588, Basic Tax Guide for Green Card Holders: Understanding Your U.S. Tax Obligations
• Pub 4732, Federal Tax Information for U.S. Taxpayers Living Abroad
• Foreign Currency and Currency Exchange Rates
• Form 8802, Application for U.S. Residency Certification
• Instructions for Form 8854 - Initial and Annual Expatriation Statement
• Tax Information for Members of the Military
• Pub 3, Armed Forces' Tax Guide

Publications/Instructions for Non-Resident Aliens

• Pub 514 - Foreign Tax Credit
• U.S. Tax Treaties
• Pub 901 -Tax Treaties
• Pub 515, Withholding of Tax on Nonresident Aliens and Foreign Entities
• Pub 519, U.S. Tax Guide for Aliens
• Nonresident Aliens - Source of Income

Miscellaneous Resources

• Foreign Account Tax Compliance Act (FATCA)
• Instructions for Form 8938 - Statement of Specified Foreign Financial Assets
• Comparison of Form 8938 and FBAR Requirements
• TDF 90-22.1, Report of Foreign Bank and Financial Accounts (FBAR)
• Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
• Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
• Form 3520-A, Annual Information Return of Foreign Trust with a U.S. Owner
• Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations
• Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Exchange Rates From Federal Reserve Bank

• Average for the year
• Average per month
• Daily for bonuses, sales of property, etc
• Countries not on the FRB database
  
   

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