News

September 17, 2024

An Update on Developing a Residency Based Taxation Policy

Overseas tax issues are complicated. They are interwoven with each other, exacerbated by interactions with foreign laws, and muddied by a persistent lack of regulatory guidance. This makes it tempting......
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September 05, 2024

Congressman Ruben Gallego sends letter to IRS on behalf of Arizonians abroad

Yesterday, Congressman Ruben Gallego (AZ-03) sent a letter to the IRS on behalf of the estimated 21,000 Arizonians abroad to request providing better services abroad. Click here to read the......
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August 24, 2024

Share Your American Abroad Tax Horror Story with Congress

The Democrats Abroad Taxation Task Force will be meeting with Members of Congress in Washington DC face-to-face from September 9-13. We want to hand deliver your tax and financial access horror story to Congressional staff......
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August 21, 2024

Prepared and Delivered Statement for IRS Public Hearing on the Proposed Foreign Trust Regulations August 21, 2024

On August 21, 2024 the IRS held a public hearing on proposed regulations in relation to Foreign Trust Regulations. Below is the statement as prepared and delivered at the hearing by......
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August 06, 2024

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

We need your urgent help! Please contact your House Democratic candidate to fill in the Americans abroad questionnaire before overseas absentee ballots go out on September 21. This action will......
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July 09, 2024
  • foreign trust
  • pension
  • retirement
  • savings

Democrats Abroad Taxation Task Force Scores Advocacy Win with Foreign Trust Reporting Requirements

Last week, TaxNotes published an article titled IRS Urged to Make Trust Reporting Changes for Retirement Accounts that reported on the “deluge of commentators” asking for “more relief from the......
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July 06, 2024

Democrats Abroad Taxation Task Force Statement on Moore vs United States SCOTUS Ruling

On June 20th, 2024, the Supreme Court of the United States handed down the decision in the case of Moore v. United States. The court upheld the constitutionality of the......
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June 24, 2024
  • pensions
  • retirement
  • seniors
  • savings
  • tax
  • reporting
  • SIPP
  • TFSA
  • KiwiSaver
  • Superannuation

Taxation Task Force's Response to IRS Comment Period on "Foreign Trust" Reporting Requirements

Below is a copy of the submission the Democrats Abroad Global Taxation Task Force submitted to the Internal Revenue Service for the public comment period on Foreign Trust reporting requirements. Click......
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June 03, 2024

May 2024 Mini Tax Door Knock Report

The Democrats Abroad Taxation Task Force visited Congressional offices from May 15-19 to continue conversations on tax reform for Americans abroad. This report serves as a summary of the meetings......
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May 20, 2024
  • pension
  • retirement
  • trust

*ACTION* Tell the IRS your pension isn’t a foreign trust today!

Click here to tell the IRS to end foreign trust reporting for non-US pensions! Saving for retirement is an essential right, but IRS rules on how non-US retirement plans are......
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