401(k) and IRA Contributions While Living in Spain: What Still Works
US retirement account contributions and growth face unexpected tax liabilities and reporting obligations when you become a tax resident in Spain.
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Spanish Pension Plans and US Taxes: Planes de Pensiones Treatment
Spanish pension plans create complex tax and reporting obligations for US expats under IRS rules, foreign trust classifications, and FBAR requirements.
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US-Domiciled ETFs From Spain: The MiFID II Problem for Americans
Spanish brokers blocking US index ETFs due to MiFID II regulations and solutions for American expatriates living in Spain.
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Form 8621: Reporting a PFIC You Already Bought in Spain
Form 8621 explains the IRS reporting rules and punitive tax treatment for American expatriates holding Passive Foreign Investment Companies in Spain.
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Spanish Investment Funds and PFIC Rules: The Trap Americans Fall Into
Spanish investment funds create severe Passive Foreign Investment Company tax consequences and complex IRS Form 8621 filing burdens for Americans in Spain.
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Claiming US Social Security While Living in Spain: Tax Treatment
American Social Security tax rules for United States expats living in Spain explain how to avoid double taxation using tax treaties.
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Getting a US Certificate of Coverage for Spain: Application Steps and Timing
The US Certificate of Coverage allows American citizens working in Spain to avoid paying double social security taxes on earnings.
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The US-Spain Totalization Agreement: Social Security Contributions
The US-Spain Totalization Agreement prevents double taxation on social security contributions and clarifies benefit eligibility for expats.
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Tie-Breaker Rules: US or Spanish Tax Resident?
The US-Spain tax treaty tie-breaker rules determine primary tax residency for expats with overlapping obligations in both nations.
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The US-Spain Tax Treaty: How Americans Avoid Being Taxed Twice
The US-Spain tax treaty explains how Americans avoid double taxation using foreign tax credits and bilateral agreements.
