Form 8621: Reporting a PFIC You Already Bought in Mexico
Form 8621 filing instructions for Mexican investment funds and steps to address unreported passive foreign investment company status.
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Mexican Investment Funds and PFIC Rules: The Trap Americans Fall Into
American investment funds in Mexico create unexpected tax penalties for U.S. citizens under complex passive foreign investment company regulations.
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Roth Conversions While Living in Mexico: Timing and Treaty Effects
American expats living in Mexico learn how timing and tax treaties impact Roth IRA conversions to minimize double taxation risks.
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401(k) and IRA Withdrawals as a Mexican Resident: Which Country Taxes Them
U.S. retirement account withdrawals for residents of Mexico face dual tax obligations determined by both United States and Mexican laws and tax treaties.
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How the IRS Treats an AFORE: Reporting a Mexican Retirement Account
American expatriates learn how reporting Mexican retirement accounts to the IRS works through FBAR and FATCA compliance forms.
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Claiming Social Security in Mexico: Tax Treatment and Reporting
Mexican tax residency and international tax treaties determine how foreign Social Security benefits are taxed and reported for expats living in Mexico.
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Getting a US Certificate of Coverage for Mexico: Application Steps
American expats in Mexico can avoid paying double social security contributions by applying for a certificate of coverage.
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The US-Mexico Totalization Agreement: Social Security Across Two Systems
The US-Mexico Totalization Agreement never entered into force, meaning dual workers pay separate retirement contributions without combined benefits.
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Crossing Into Mexican Tax Residency: What It Does to Your 1040
Mexican tax residency rules, US Form 1040 filing requirements, the Foreign Earned Income Exclusion, and the tax treaty between countries.
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Treaty Tie-Breaker Rules: US or Mexican Tax Resident?
U.S. and Mexican tax residency tie-breaker rules help expats determine their primary tax obligations using a hierarchical evaluation.
