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.
-
-
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.
-
US-Domiciled ETFs From Spain: The MiFID II Problem for Americans
American expatriates residing in Spain face investment hurdles because European financial regulations prohibit purchasing US exchange traded funds.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
The US-Spain Tax Treaty: How Americans Avoid Being Taxed Twice
The US-Spain Tax Treaty provides rules and mechanisms that prevent American expatriates living in Spain from facing dual taxation.
