Chair Taxation Task Force, DAUK DPCA Rep

  • published DAUK Tax Committee Presents: Expat Tax 101 in Events 2023-02-02 03:35:35 -0500

    DAUK Tax Committee Presents: Expat Tax 101

    Join Democrats Abroad UK (DAUK) for this special hybrid (in-person and online) event to discuss the basics of US tax filing requirements for Americans living in the UK. The aim of this event is to educate you on your basic tax filing obligations and commonly asked tax questions such as:

    • When is the tax filing deadline for Americans living outside the US?
    • How much do I need to earn to file?
    • Can I open a UK pension as a US citizen?
    • Do I have to pay capital gains tax to the IRS when I sell my UK home?
    • How much do I have to earn in order to be double taxed?
    • Do I get double taxed if I'm self-employed in the UK or have a UK Limited Company?

    This event is for you if:

    • you just moved to the UK from the US and you're unsure of your tax obligations
    • you haven't filed for decades
    • you're scared to face your tax filing obligation or don't know what questions to ask to get started
    • you've filed for years but you're not sure if you're doing it right, or
    • you've filed every year but you've wanted a straightforward answer for a specific issue

    Speakers:

    Agenda:

    • 6:30pm Doors open
    • 7:00pm Start and introductions
    • 7:10pm Speaker presentations
    • 7:45pm Panel discussion
    • 8:00pm Q&A
    • 8:30pm Networking with speakers
    • 9:00pm End

    Attendees are asked to please pre-submit any questions you have by emailing [email protected]. The more questions we get in advance, the better we can prepare and shape the program around the things you want to learn about the most!

    The fine print:

    • No refunds are available.
    • In-person seating is limited in capacity so please only purchase an in-person ticket if you are able to attend. Otherwise, please purchase a webinar ticket.
    • If you have booked an in-person ticket and can no longer attend in-person, you can transfer your ticket to attend online or to receive the recording. In this case, please email [email protected] to request a ticket transfer. You must do this at least 24 hours in advance as in-person seating capacity is limited and there could be a waitlist for in-person tickets.
    • For those unable to attend in person or online on this date, you have the option to purchase an on-demand ticket to view the recording after the event takes place.
    • For those attending in person, no food or drink will be served. You are welcome to bring a bottle of water for your own personal consumption. Please eat before arriving. Food is not allowed inside the lecture theatre.
    • We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible. Speakers are encouraged to network with attendees after the panel discussion but, we can't guarantee you will be able to meet with specific speakers.
    • Democrats Abroad UK follows LSE's on-campus COVID measures for this event.
    • This event is closed to the press.

    Please email [email protected] to be added to the mailing list to keep up to date with events and actions from the DAUK Tax Committee.

    Disclaimer: Democrats Abroad UK cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

    We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad UK suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

    WHEN
    February 21, 2023 at 7:00pm
    WHERE
    London School of Economics
    The Marshall Building MAR108 1st Floor
    44 Lincoln's Inn Fields
    London WC2A 3LY
    United Kingdom
    Google map and directions
    $7.50 USD · 9 rsvps rsvp

  • 2023 Online US Tax Preparation Software for Americans Abroad (Guest Post)

    A guest post originally published here.

    The IRS tax season just opened on Monday and with that, people are scrambling to get their US tax return in before the deadline. For Americans abroad, this can be a very anxiety provoking and stressful process because it is well documented that filing taxes for Americans abroad is more difficult for Americans outside the US than inside the US. According to American Citizens Abroad, it is estimated that return preparation fees for Americans abroad is between $2,000 and $3,000 and significantly higher for small business owners, while the average fee in 2021 was $323 for a return with itemized deductions and $220 for a return without itemized deductions.

    The fact that Americans abroad are liable for filing and paying tax both in the country they live in as well as in the US, it is difficult for Americans abroad why they are subject to tax in two countries since their immigrant counterparts don’t face the same tax filing or liability from their home countries. The United States is unique in that its citizens are liable for US tax on non-US sourced income. The US tax code is completely unique and out of step with the tax system experienced in the rest of the world, which makes it difficult for Americans abroad to remain in compliance with their US tax filing obligations, but not impossible.

    On top of this, the IRS makes it difficult for Americans abroad to remain compliant with their tax filing obligation for many reasons, but one of them is that online tax preparation software options aren’t American abroad friendly, hence why remaining in compliance with the IRS is so challenging for many. This article attempts to review the online US tax preparation software options for Americans abroad in 2023. I will try to clarify the options available in the market including free, low cost, and paid options.

     

    Read more

  • Online Communities for Americans Abroad to Talk About Taxes (Guest Post)

    A guest post originally published here.

    One of the things I hear from Americans abroad all the time is that they feel very alone and lost when they discover that they’re supposed to be filing a US tax return. The part of the IRS website for international taxpayers is difficult to find and understand, especially for someone that’s new to filing US taxes from outside the US, has lived abroad for a long time, or never lived in the US at all. The US State Department pulled Tax Attaches from Embassies around the world in 2013 due to lack of funding. I’ve heard anecdotally that some embassies will tell you about your tax filing obligation when you renew your passport, but other embassies don’t say anything. It’s clear there’s no consistent message going out from the embassies, if there’s any messaging at all.

    Depending on what country and where you live in the world, there might be a local American club in bigger cities to converse with fellow Americans (and most people aren’t there to talk about taxes!) but for people living in remote villages or in the countryside, it’s rare to encounter other Americans or have anyone to talk to or seek help from for fulfilling their complicated US tax filing obligation. So, more often than not, Americans abroad turn to online communities to connect and seek answers to the labyrinth that is US taxes for Americans abroad. This article attempts to summarize the online communities on Reddit and Facebook available for local accountant recommendations, help with filing, and other issues relevant to an American abroad and dual citizens’ US tax obligations.

     

    Read more

  • How to Call the IRS for Free (or as Cheap as Possible) from Outside the U.S. (Guest Post)

    A guest post originally published here.

    As the international member of the Taxpayer Advocacy Panel (TAP) I am frequently contacted by international taxpayers requesting information on how to contact the IRS to ask questions or to resolve an issue. Most issues with the IRS can and should easily be resolved with a phone call. This article attempts to explain how taxpayers with a U.S. tax obligation can best go about contacting the IRS by phone from outside the U.S.

    How the IRS Communicates with Taxpayers

    It’s first useful to review how the IRS will not communicate with you.

    The IRS will never contact you by:

    The IRS can contact you by:

    For people living internationally, the most common form of contact from the IRS is by regular mail. Generally, the IRS will send you several letters in the mail about the same issue. However, mail is not always a reliable source of communication for people living outside the U.S. and so one of the most frequent complaints I hear is that people don’t receive a letter that the IRS said was sent to the taxpayer. It is frequent for letters to get lost or are delivered after a deadline the IRS is asking the international taxpayer to meet in the letter itself.

    It is unfortunate that the IRS has not improved its technology infrastructure to support e-mail or video calling customer support for international taxpayers, because these are much more reliable and more frequently used methods of communication for people living internationally these days. The good news is that the IRS is looking at options and trialing e-mail and online customer service options, but there isn’t a set date for when these communication options will be made available. In the meantime, we have to rely on current methods of communication with the IRS.

    Taxpayers can contact the IRS by 3 different means:

    It was highlighted in the 2022 National Taxpayer Advocate’s Most Serious Problems report that “Unlike domestic taxpayers who have access to a variety of toll-free lines, the IRS provides one telephone line for taxpayers outside of the United States, and it is not toll-free.”

    From the National Taxpayer Advocate‘s Annual Report to Congress: Most Serious Problem #10 Overseas Taxpayers, page 164

    I have received reports from international taxpayers who have tried to call the International Taxpayer Service Call Center who were unable to get through only to be hung up on or cut off after waiting on hold for hours. Keep in mind though that this feedback is consistent with feedback about calling the IRS in general, not just with people calling internationally, so it’s not an issue specific to international callers but it does exacerbate the problems people internationally experience with communicating with the IRS. Making calls to the IRS from outside the United States can be costly for people and so the following tips will hopefully reduce your costs and wait time if you need to call the IRS.

     

    Read more

  • Get the tax report to your Members of Congress in three quick and easy steps

     

    We need your help this week. You can really make a difference!

    Nearly 7,000 Americans abroad responded to our tax survey in 2022. Now we need to make every Member of Congress aware of our findings in order to advance our advocacy goals. This will only take you an estimated 20 minutes, and it is much easier than you think!


    Step 1: Find your two Senators’ and one Representative’s phone numbers

    • Click here and search for your last US address or your US voting address, or your parents last US address if you have never lived in the US.
    • Grab the Washington D.C. phone numbers (area code 202) for all three members.

     

    Step 2: Call their offices!

    • Call first, in order to identify the correct person to send your email to.
    • When receptionist answers, read the following script:

    Hi, my name is [name], I am a constituent and I would like to send a copy of a recently released report on tax problems for Americans abroad to the person in charge of tax on the Congress[wo/man]'s legislative team. This is an issue that matters to me since I live abroad in [country]. Could you tell me his or her email address so I can send a copy of the report?

    • Call during Washington D.C. office hours (9am to 5pm ET, weekdays) to increase your chances of success.
    • Do not leave voicemail. After three unsuccessful attempts, email us at [email protected] and we'll see if we can help.
    • Call your House representative first if you don’t have time for all three.
    • Minimum credit (usually about $5) can get you connected through any internet device to reduce costs if you cannot make an international call.

     

    Step 3: Send a separate email to each Member’s tax staff

    • Copy, paste, and customize the following text to a separate email for each contact. For Democrats, attach the full report and one-page summary. For Republicans, attach this report and this one-page summary.

     

    To: Tax staff email
    Bcc: [email protected] (this is very important, don't forget to bcc us so that we know that you contacted your reps! This helps us track who contacted whom.)

     

    Dear [Tax staff's first and last name],

     

    My name is [your name], I am a proud constituent living in [city and country you live in].

     

    Please find attached a one pager and copy of a recently released report on Americans abroad tax and financial access issues. I would like to connect you with the authors of the report who can best explain the issues, what is your earliest availability for a zoom call?
    [Please add your own personal story about how you've been impacted by tax and financial access issues. The more personal, the better.]

     

    Solutions to these issues of concern to the estimated nine million(!) Americans abroad are non-controversial and bipartisan. With the 118th Congress off to a fresh start, fixing these problems could garner bipartisan support.

     

    Thanks,
    [Your name]

     

    If you can't send an attachment with your email, use these links to share the report:
    Republican Full report: https://tinyurl.com/ExpatTaxReport2022
    Republican One pager: https://tinyurl.com/ExpatTaxOnePager

     

    If you do not receive a reply within 24 hours, send a follow-up email.

    • Ask for confirmation that they received your email for their records (1-2 minutes of your time).
    • Message them on their social media platforms to help bump your email up to the top of their inbox.
    • If the Congressional staff requests additional information or wants to speak to you about the report but you're not confident in doing this, reply that writers of the report will be happy to speak with them (forward us the email and then we'll advise you on next steps)
    • If you receive any reply, please forward it to [email protected] so we know how the member's office responds.

     

    Thank you so much for helping us with this very important work.

    • If you have any questions on this action, please email us at [email protected].
    • Feel free to share this webpage with anyone you think is interested in helping fix the tax problems for Americans abroad!

  • Response from Democrats Abroad Taxation Task Force to IRS Notice 2023-11: Temporary FATCA Reporting Relief for Non-U.S. Banks

    On Friday, December 30, 2022, the IRS issued Notice 2023-11, which provides temporary relief from the FATCA reporting rules for non-U.S. banks (known as FFIs, “foreign financial institutions”) in about 90 countries (known as Model 1 Jurisdictions). The notice specifically provides relief for reporting of U.S. TINs (Social Security or ITIN numbers) for 2022, 2023, and 2024.

    Democrats Abroad is encouraged by the recognition by Treasury and the IRS that modifications to the FATCA-reporting regime are necessary. Although temporary relief for non-U.S. banks is a positive step, the temporary relief is provided to FFIs rather than directly to Americans abroad. We would prefer permanent relief that resolves the core problem caused by FATCA: loss of access to non-U.S. bank accounts for Americans abroad.

    In 2022 the Democrats Abroad Taxation Task Force met with IRS and Treasury officials to raise awareness of the ongoing tax and financial-access issues experienced by our constituency. We are pleased to see some of our views are recognized in this IRS notice. We look forward to an ongoing productive dialogue with these government agencies and Congress in order to resolve the tax and financial-access issues that severely impact the daily lives of Americans abroad.

    Highlights from the notice that are relevant to Americans abroad include:

    • Treasury and the IRS acknowledge that foreign countries, non-U.S. banks, and U.S. citizens (including for Americans living abroad) are concerned about account closures when a U.S. TIN has not been provided.
    • Treasury and the IRS acknowledge notification that some non-U.S. banks are refusing to open or maintain accounts for Americans abroad, or are “otherwise providing access to accounts on less favorable terms than apply to other account holders, even if the U.S. citizen provides a U.S. TIN.”
    • One of the requirements for FFIs to receive relief is for the relevant country to encourage its banks not to discriminate against Americans abroad who do provide a U.S. TIN.
    • Even though Americans abroad and FFIs had up to 6 years to provide U.S. TINs for FATCA reporting, TINs were still not provided.
    • Relief to FFIs is limited to reporting on accounts opened before a certain date and is conditional upon the bank providing U.S.-citizen customers with information on how to come into tax compliance and/or renounce citizenship.
    • Relief also obliges banks to take steps to encourage tax compliance by U.S. citizens like providing links to the IRS and U.S. State Department’s websites.
    Read more

  • **OUT NOW** 2022 Americans Abroad Tax Report

    Announcing the release of the 2022 report on tax and financial access issues for Americans abroad!


    Click here to read the report

    Share the report with your Members of Congress

    Thank you to all that participated in the tax survey earlier this year! This report is a summary of what you shared about your tax and financial access issues. Overall, your feedback confirmed the compounding effect of tax discrimination, unintended consequences, and banking rules and regulations impose a substantial burden on Americans abroad.

    We encourage you to read the report and share it with your Members of Congress, who are the ones with the power to change the tax laws.

    A BIG thank you to the 40+ volunteers who contributed both big and small to this report. This report is nearly 2 years in the making, and we're very excited that it's now publicly available for all to read. Our hope is that this report will be an effective advocacy tool for the upcoming 118th Congress, and we look forward to engaging in productive conversations with Congress in 2023 to further our advocacy efforts for tax reform.

    Please send any questions or feedback on the report to [email protected]


  • published 2022 Report in Taxation 2022-11-27 09:49:39 -0500

    2022 Report

    A 2022 Update on Tax and Financial Access Issues of Americans Abroad
    ONCE UNCOMFORTABLE, NOW SUFFOCATING


    The Tax Survey of Americans Abroad was open for responses in April 2022. It was designed to collect up-to-date information on how Americans living outside the U.S. experience U.S. taxation and financial access. The report analyzed the survey responses and presents our findings.

     

    Report one page summary (pdf)


    2 page executive summary (pdf)


    Download the full report (pdf)

    View interactive data graphics here (website)


    The 3 most important things you can do to help resolve the tax problems for Americans abroad

    1. Share this report with your Members of Congress. Click here for instructions on how to do this.
    2. Join Democrats Abroad, it's free! Click here to sign up now.
    3. Donate to Democrats Abroad to help us get out the vote and support our tax advocacy work. Click here to donate now.

    Have you been impacted by Americans abroad tax and financial access issues and you'd like help?

    We want to hear your stories. Click here to tell us about the problems you've experienced. We especially want to hear from you if you've experienced any of the following problems:

    • Were unfairly double taxed on your income
    • Had a bank account closed on you for being a U.S. citizen in your country of residence
    • Refused to open or had a bank account closed in the U.S. due to not having a U.S. address
    • Asked to return the 2021 Child Tax Credit
    • Have been hit by the GILTI tax and/or Transition tax as a business owner

    Want to get involved?


    Looking for more information?

     


  • *20 Minute Action* Ask your Members of Congress to read the 2022 tax report

    Your help is needed this week! Contact your Members of Congress and ask them to read the 2022 Update on Tax and Financial Access Issues of Americans Abroad. This report is based on the 7,000 Americans abroad who filled in the tax survey in April this year, so this is helping your voice be heard in Congress! Now that the report is available, your help is needed to make sure that all Members of Congress are made aware of it and receive a copy.

    This action will only take *20 minutes* and will greatly help us advance our advocacy goals!

    Click here to watch a quick video on how to participate in this campaign to help you save time.

    Follow these 3 Steps -

    1. Find your 2 Senators and 1 House Representative's Washington D.C. office phone numbers

    • Click here and search for the last address you lived at in the U.S. or your U.S. voting address (if you've never lived in the U.S., use the last address your American parent(s) lived).
    • The page should list the Washington D.C. phone numbers for all three of your Members of Congress (they will start with area code 202).

    2. **CALL** their offices

    We want you to call, not email, because calling is generally more effective than emailing to get the correct name.

    • When the receptionist answers the phone read the following script:

    Hi, my name is [insert your name here], I am a constituent and I would like to send a copy of a recently released report on tax problems for Americans abroad to the person in charge of tax on the Congress[wo/man]'s legislative team. This is an issue that matters to me since I live abroad in [country]. Do you know who would be the best person to send a copy of the report to?

    Tips:

    • If you don't have a usual method of calling the US, we recommend adding the minimum credit (usually about $5) to a Skype account so you can call through any device connected to the Internet. This will greatly reduce your costs to make an international call.
    • You'll need to call during Washington D.C. office hours to increase the chances of you getting a person to answer the phone, between 9am to 5pm ET on weekdays.
    • The person on the phone should then give you the email address for the correct person of staff in charge of tax legislation.
    • If when you call, the phone goes to voicemail or no one answers, try again another time, don't leave a voicemail. If you call up to 3 different times and you don't have any luck email us on [email protected] and we'll see if we can help.
    • If you don't have time to call all 3 and you only want to make 1 call, then call your House representative.

    3. Now send 3 separate emails!

    • Copy, paste, and customize the following email (send the same email to each Member of Congress, do not just send one email to all 3).
    • And attach to each email the one page summary and report here.

    To: Tax staff email
    Cc: [email protected] (this is very important, don't forget to cc us so that we know that you contacted your reps! This helps us track who contacted whom.)

    Dear [Tax staff's first and last name],

    My name is [your name], I am a proud constituent living in [city and country you live in].

    [Please add your own personal story about how you've been impacted by tax and financial access issues. The more personal, the better.]

    Solutions to these issues of concern to the estimated nine million(!) Americans abroad are non-controversial and bipartisan. With the 118th Congress just around the corner, fixing these problems could garner bipartisan support.

    Please find attached a one pager and copy of a recently released report on Americans abroad tax and financial access issues. Can you please add this report to your records? Can you also include this in the briefing material for the Congress[wo/man] for the next Congress?

    Thanks,

    [Your name]

    If you do not receive a reply in 24 hours, send a follow-up email asking for them to confirm that they received your email for their records (which will only take 1-2 minutes of your time):

    • If the Congressional staff requests additional information or wants to do a call with you about the report but you're not confident in doing this, reply and cc in [email protected] and say that someone in Democrats Abroad will be happy to speak with them.
    • If you receive any reply, please forward it to [email protected] so Democrats Abroad knows how the member's office responds to your request.
    • Don't be afraid to message them on all their social media platforms to ask if they saw your email too - offices are very busy and get hundreds of emails a day so this helps bump your email up to the top of their inbox.
    • If you can't send an attachment to your email, use these links to share the report:

    Click here to watch a quick video on how to participate in this campaign to help you save time!

    That's it! Thank you so much for helping us with this very important work. If you have any questions on this action, please email us at [email protected].

    Feel free to share this website page with anyone you think is interested in helping fix the tax problems for Americans abroad!


  • published IN2 House Candidate Q&A in 2022 Midterms 2022-11-09 02:18:30 -0500

    IN2 House Candidate Q&A

    About the Indiana 2nd Congressional District

    The Indiana 2nd District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new Indiana 2nd district boundaries include part of Randolph and Kosciusko counties and all of LaGrange, Steuben, Noble, DeKalb, Whitley, Allen, Huntington, Wells, Adams, Blackford, and Jay counties. Click here to see a detailed map to see if you're an Indiana 2nd district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    Paul Steury

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Yes

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Yes

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    Yes

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    Yes

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    Yes

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes


  • published NY3 House Candidate Q&A in 2022 Midterms 2022-11-09 02:05:12 -0500

    NY3 House Candidate Q&A

    About the New York 3rd Congressional District

    The New York 3rd District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new New York 3rd district boundaries include part of parts of Nassau and Queens. Click here to see a detailed map to see if you're a New York 3rd district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    Robert Zimmerman

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Yes

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Yes

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    YES

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    YES

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    YES

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes


  • published OH13 House Candidate Q&A in 2022 Midterms 2022-11-09 01:56:54 -0500

    OH13 House Candidate Q&A

    About the Ohio 13th Congressional District

    The Ohio 13th District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new Ohio 13th district boundaries include part of Stark county and all of Summit county. Click here to see a detailed map to see if you're an Ohio 13th district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    Emilia Sykes

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Unsure, and would like further information from Democrats Abroad

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Yes

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    Yes

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    Yes

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    Yes

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes


  • published OH8 House Candidate Q&A in 2022 Midterms 2022-11-09 01:55:00 -0500

    OH8 House Candidate Q&A

    About the Ohio 8th Congressional District

    The Ohio 8th District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new Ohio 8th district boundaries include part of Miami and Hamilton counties and all of Darke, Preble, and Butler counties. Click here to see a detailed map to see if you're an Ohio 8th district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    Vanessa Enoch

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Yes

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Yes

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    Yes

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    Yes

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    Yes

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes


  • Student Loan Relief Application Form Now Accessible for Americans Abroad!

    UPDATE! As of Friday, October 28 at 2:45pm ET, the Department of Education's online application form is now available for Americans abroad, thanks to Democrats Abroad! (Read more about our advocacy on this issue here)

    If for any reason you are STILL getting an error message when trying to access the form, please try these troubleshooting steps:

    • Check back later or another day. The website has been overwhelmed with over 22 million people having applied in the first week the application form went live so give it some time then check again later.
    • Click here to follow steps to use a VPN to get around the geo-blocking of the website. If you find that this fix resolves the issue, be sure to then report your application form error message using this quick form: https://demsabroad.typeform.com/to/DGPna1tS 

    Here are some additional tips for submitting your online application form as an American abroad:

    • You may see an error message at the top of the application form saying that debit discharge is paused, but the application form is still open. As a result of a court order from a group of Republicans, Federal Student Aid is temporarily blocked from processing debt discharges. Application forms are still open, so you are encouraged to apply. Applications will be processed as soon as possible. The news on this is changing quickly right now, so we recommend you periodically check back for updates.
    1. Filling in the form looks like it requires a U.S. phone number, but it doesn’t. Here’s the advice received from the U.S. Department of Education as of Tuesday, Nov 1 at 6pm ET: If you only have a foreign phone number, you can enter 555-555-5555 in the phone number field in the Debt Relief Application. This will not affect the processing of your form, which will occur through your email address. We understand not everyone will feel comfortable doing this, in which case you can use a family or friend's U.S. phone number or set up a virtual U.S. phone number. Some free and paid options to set up a U.S. phone number outside the U.S. are available by clicking on this link.
    Thanks to the Biden-Harris administration, the federal student loan relief is one of the most recent examples of Democrats delivering real, material improvement to the lives of the American people, including Americans abroad. If you've not yet sent your absentee ballot back to the U.S. for the November 8th election, please do so ASAP. Overseas mail delivery is slow, please opt for email ballot if your state allows. For more info on how to return your ballot click here.

    Last updated: Tuesday, November 1, 2022 at 11:21pm


  • Democrats Abroad Letter to the U.S. Department of Education About Federal Student Loan Relief Application Form Inaccessible for Americans Abroad

    Below is a copy of the letter Democrats Abroad sent to the Department of Education and Financial Student Aid about the Federal Student Loan Relief application form being inaccessible for Americans Abroad. Democrats Abroad strongly encourages Americans abroad impacted to contact their Members of Congress.

    Click here to download a pdf of the letter.

    Read more

  • Applications for student loan relief are now open!

    Early reports confirm that the Department of Education's application form page is blocked outside of the U.S..

    In order for Americans abroad to apply for the student loan relief online right now, follow these 3 steps:

    1. Use a VPN to access the online form. Click here to follow simple instructions on how to enable a U.S. VPN on your computer. More secure options include ProtonVPN (free) and PrivateInternetAccess (paid).*
    2. Once the VPN is enabled, go to the student loan relief website by clicking here or copy and paste this link: https://studentaid.gov/debt-relief/application
    3. Filling in the form requires a U.S. phone number. You can use a family or friend's U.S. phone number or set up a virtual U.S. phone number. Some free and paid options to set up a U.S. phone number outside the U.S. are available by clicking on this link.

    Democrats Abroad have reported these issues to government officials and they're aware of the problems and they're working on fixing it, but we do not know how long it will take to fix. In the meantime, you can follow these instructions for how to access and submit the form online.

    For the time being, the application is online only in English and Spanish. A paper application will be available later when you'll be able to mail or fax.

    As a result of a court order from a group of Republicans, Federal Student Aid is temporarily blocked from processing debt discharges. Application forms are still open, so you are encouraged to apply. Applications will be processed as soon as possible. The news on this is changing quickly right now, so we recommend you periodically check back here for updates. If you've not yet sent your absentee ballot back to the U.S. for the November 8th election, please do so ASAP. Overseas mail delivery is slow, please opt for email ballot if your state allows. For more info on how to return your ballot click here.

    What can you do to help us get these problems fixed sooner rather than later?

    1. Report your application form error message using this quick form: https://demsabroad.typeform.com/to/DGPna1tS 
    2. Call your Members of Congress and tell them to remove the block and requirement for a U.S. phone number on the student loan relief application form by clicking here. Then email us at [email protected] to let us know that you contacted your Members of Congress.

    Not sure if you qualify for the federal student loan relief or how to get it?

    Watch the Student Loan Relief for Americans Abroad webinar to find out if you qualify:

    Click here to download the slides from the webinar.

    Spot the scams

    Click here to read from the Federal Trade Commission Consumer Advice about spotting student loan debt relief scams. Remember, no one will ever ask you to pay for student loan debt relief.

    * Any information you submit using a 3rd party software can subject your personal information to being sold and use is at your own risk. Democrats Abroad does not endorse or recommend any VPN companies or software. No liability is accepted by Democrats Abroad.

    Last update: Saturday, October 22, 2022 4:04pm EDT

     


  • published MD4 House Candidate Q&A in 2022 Midterms 2022-10-10 12:50:39 -0400

    MD4 House Candidate Q&A

    About the Maryland 4th Congressional District

    The Maryland 4th District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new Maryland 4th district boundaries include part of Delaware, Holmes, and Tuscarawas counties and all of Knox, Coshocton, Licking, Muskingum, Guernsey, Fairfield, Perry, Morgan, and Athens counties. Click here to see a detailed map to see if you're a Maryland 4th district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    Glenn Ivey

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Yes

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Unsure, and would like further information from Democrats Abroad

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    I need more information on this subject

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    I need more information on this subject

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    I need more information on this subject

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes


  • Join us on Friday to learn how to contact your candidates

    Click here to RSVP for this event

    Please RSVP here for a quick webinar to assist you in contacting your House Democratic candidates to ask that they fill in the Americans abroad issue questionnaire. This webinar is optional, if you are confident enough in contacting your Democratic House candidate please proceed with the instructions here.

    WHEN: Friday, September 23, 2022 View in your time zone

    Time Zones
    4:00am New York
    9:00am London
    10:00am Paris
    5:00pm Japan
    6:00pm Sydney

    WHERE: Zoom call

    RSVP below, and we will send you an email with access details.

    Add event to calendar

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  • *Tiny Action* Ask your Dem House Candidate where they stand on Americans Abroad Issues

    We need your help this week! Contact your House Democratic candidate to fill in the Americans abroad questionnaire before overseas absentee ballots go out this Saturday.

    This action will only take *20 minutes* and will greatly help us advance our advocacy goals!

    3 Steps:


    1. Click here to see if your candidate has already answered the Americans abroad questionnaire.

    If they've already answered the questionnaire, then you're done! But if they're still missing, carry on to Step 2.

    2. Find your Democratic House candidate's e-mail

    • Click here and use the ballot look-up tool to search for the last address you lived at in the U.S. (if you've never lived in the U.S., use the last address your American parent(s) lived).
    • Click through to view the ballot for the November 8 election and scroll down to view your Democratic candidate for "U.S. House". Click on their name, and it'll take you to the candidate's info page - on the right side you'll see the info box and at the bottom of it will be their contact section which will look like this:
    • Click through to the campaign website (NOT the official website, if they're an incumbent House rep) and search on the page for the email address (note, not all campaigns have an email address, many will have a contact form on their website, you will contact them using this if you can't find their email address). If their website doesn't have their email, check their social media about or contact pages - sometimes they list their contact details there.

    3. Email your Democratic candidate

    • Note: you may not find an email address on the candidate's website so you may have to contact the candidate using their contact form on their website. If this happens, please email [email protected] to let us know which candidate you contacted so we keep track of who has contacted whom.
    • Copy and paste and customize the following email:

    To: Candidate's email
    Cc: [email protected] (this is very important, don't forget to cc us so that we know that you contacted your candidate! This helps us track who contacted whom.)

    Dear [Candidate's first and last name],

    My name is [your name], I am a proud [your state-district] voter living in [city and country you live in].

    Would you please answer this Democrats Abroad questionnaire before the voter registration deadline on October 11? Here's the link: http://www.democratsabroad.org/housequestionnaire

    Democrats Abroad will then publish your answers on democratsabroad.org/2022_midterms You can see a number of answers from incumbent and non-incumbent candidates already published on the website. Although voting for stateside Americans isn't until November, voting from abroad has already started. So the sooner your response is received, the sooner this will help you get more overseas absentee votes for your race.

    Americans abroad issues are non-controversial and bi-partisan, so answering the questionnaire won't take any time at all and is an easy win-win!

    Please let me know if you have any additional questions. I look forward to seeing your answers published on the Democrats Abroad website.

    Thanks,
    [Your name]

    If you do not receive a reply in 24 hours, send a follow up email asking if they received your email or if there's another email address you should contact (which will only take 1-2 minutes of your time):

    • If the campaign or candidate requests additional information or wants to do a call with you about the questionnaire but you're not confident in doing this in cc in [email protected] and say that someone in Democrats Abroad will reply.
    • If you receive any reply, please forward it to [email protected] so Democrats Abroad knows how the candidate's campaign responded to your request.
    • Don't be afraid to message them on all their social media platforms to ask if they saw your email too - candidates are very busy and get hundreds of emails a day so this helps bump your email up to the top of their inbox.

    If you'd like to participate in the campaign but you're struggling or not sure how to follow the steps, we'll be offering a drop-in webinar this Friday at 10am Paris time to help advise how to find contact details, send the email, respond to answers from campaigns, and anything else related to contacting candidates to answer the candidate questionnaire. Be sure to click here to RSVP and join us for this additional help.

    That's it! Thank you so much for helping us with this very important work. If you have any questions on this tiny action, please email us at [email protected].

    Feel free to share this website page with anyone you think is interested in helping elect more Democrats and wants to fix the tax problems for Americans abroad!


  • published OH10 House Candidate Q&A in 2022 Midterms 2022-09-18 05:48:39 -0400

    OH10 House Candidate Q&A

    About the Ohio 10th Congressional District

    The Ohio 10th District House election is on Tuesday, November 8, 2022, along with other important elections for the Midterms this year. Due to redistricting, the new Ohio 10th district boundaries include part of Clark county and all of Green and Montgomery counties. Click here to see a detailed map to see if you're an Ohio 10th district voter. Every vote from abroad matters! The more of us that vote, the more Congress will prioritize Americans abroad issues. This is why it's so important for everyone living abroad to vote. To read more about this race click here.


    David Esrati

    Once elected, will you:

    Join the Congressional Americans Abroad Caucus?

    Yes

    Co-sign these bills that will help Americans abroad?

    Yes

    Yes

    Yes

    Yes

    Medicare portability: Would you support a pilot program allowing Americans currently receiving all or the majority of their Medicare benefits in the US to have the option of receiving these benefits overseas?

    Yes

    Residency-based taxation (RBT): A majority of Americans abroad are working and middle class but are subject to excessively complex filing requirements and tax treatment more punitive than if we lived in the US. We suffer from unfair and outdated stereotypes that we are moving abroad to evade paying US taxes, when research confirms that most Americans move abroad to marry a non-US spouse or for work. Would you support adjustments to the tax code that align tax residency with physical residency, provided that they are resilient against abuse and are beneficial to the Internal Revenue Service? Such a change is commonly known and used in the rest of the world as “residency-based taxation.”

    I believe the entire US Tax code is overly complex and needs massive simplification. It's embarrassing that people should have to pay someone to file taxes.

    Report of Foreign Bank and Financial Accounts (FBAR): The reporting threshold of $10,000 has not been adjusted for inflation since its introduction in the 1970s. Would you support creating a higher reporting threshold for Americans living abroad and indexing the reporting threshold for inflation?

    Yes.

    Global Intangible Low-taxed Income (GILTI) & Repatriation: Will you support an exemption for small American business owners from the erroneous filing and double taxation from the GILTI tax and retrospective relief from the repatriation tax?

    Absolutely.

    Overall: Will you keep Americans abroad in mind when passing all legislation to ensure no further unintended consequences negatively impact Americans living outside the United States?

    Yes