
Edge Cases & Advanced Situations
14 min read
What Expats Need to Know About US Taxes and Retirement Accounts
The US is one of two countries that taxes citizens worldwide. The 2026 FEIE excludes $132,900 on Form 2555. FBAR required for foreign accounts over $10,000. PFIC rules tax foreign mutual funds at 37% plus interest. Here is the expat tax guide.