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By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC,
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC.
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC.
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC.
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far, so I’ll skip the basics. You know
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC.
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC,
By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far, so I’ll skip the basics. You know
By Edward Parsons, CPA · licensed since 2009 Key takeaways People ask me which tax software to use for Form 8621,
By Edward Parsons, CPA · licensed since 2009 Key takeaways Living abroad changes which funds you can buy. The bank down
By Edward Parsons, CPA · licensed since 2009 Key takeaways Free tax software is built for straightforward returns, and most of
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The U.S. return starts from the cash dividend you actually received, converted to U.S. dollars, with franked
Franking credits generally do not become U.S. foreign tax credits. The credit reflects tax the Australian company
Australian managed funds, ETFs, and listed investment companies are commonly analyzed as passive foreign investment companies under
Often yes, at least in part. The U.S. taxes citizens and residents on worldwide income, and Australia’s
There is no U.S. rule that makes Form 3520-A apply at a specific salary. The risk runs
An SMSF is frequently analyzed as a foreign trust for U.S. purposes because it is a trust
The IRS has never issued guidance that settles how Australian superannuation is taxed in the U.S. Retail
