Living abroad and the IRS

By Bruce Rossley

During this tax season, San Miguel Democrats Abroad will host a presentation by US tax expert Kimberly Morris. This is a non-partisan public service for the American community and everyone is invited. The presentation will take place at 4pm on Wednesday, February 26, at Los Milagros Restaurant, calle Reloj 17. Meals and drinks will be available. A 60-peso donation is requested.

By San Miguel
Democrats Abroad
With US tax expert Kimberly Morris
Wed, Feb 26, 4pm
Los Milagros Restaurant
Reloj 17
60 pesos

Kimberly Morris has been a resident of San Miguel de Allende for nearly 10 years. She has an MBA from the University of Texas and is currently working in San Miguel de Allende as an Enrolled Agent, which means that she is registered with the IRS to represent her clients before them for audit and collection matters, as well as tax return preparation. Ms. Morris is also a Certified Acceptance Agent who can assist non-US citizens in obtaining Individual Tax Identification Numbers, so that they can be included on a US tax return as a spouse or dependent for those valuable exemptions, or for reasons like establishing a business presence in the US or for school enrollment needs.

Kimberly will be speaking about living abroad and the IRS. In the last few years, Congress has beefed up its focus on those hiding assets abroad and their laws have had the unfortunate consequence of making those living abroad aware of hoops they never knew existed before and creating new hoops for us to jump through. The former means that many now find themselves having been non-compliant for years and wondering what to do about it, and the latter often leads to confusion about how to comply with the new laws. In almost any expat community, rumors and misinformation can run wild, so Democrats Abroad has asked

Kimberly to come speak to the American community to provide good information so we can make good decisions going forward. This one-hour presentation will cover everything from individual tax return reporting – Schedule B Part III and Form 8938 – to the Treasury disclosure report TDF 90-22.1 (affectionately known as the FBAR). She will also explain just what is the FATCA (Foreign Account Tax Compliance Act) and how it affects those of us living in Mexico, as well as the IRS’s Offshore Voluntary Disclosure Initiative/Program.


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