Honest disclaimer: This site contains affiliate links. We earn commissions on referrals — disclosed clearly on every page.

Tax & FBAR

Taxes & FBAR for American Retirees Abroad: What Actually Triggers Penalties

The reporting requirements most expat blogs skip: FBAR FinCEN 114 filing thresholds, FATCA Form 8938, how Portugal's NHR regime interacts with the US-Portugal tax treaty, and why the Foreign Earned Income Exclusion rarely helps retirees.

⏳

Full Guide Coming Soon

This guide will explain the FBAR FinCEN 114 aggregate threshold rule, FATCA Form 8938 filing requirements, how Portugal's NHR regime works for US pension and Social Security income, and the limitations of the Foreign Earned Income Exclusion for retirees living on passive income.

FBAR FinCEN 114: aggregate balance rules and peak-day calculation explained
FATCA Form 8938: when it stacks on top of FBAR and what the thresholds are
Portugal NHR regime: how it applies to US pensions, Social Security, and dividends
US-Portugal tax treaty: which income categories get relief and which don't
FEIE limitations: why it doesn't apply to Social Security, pensions, or IRA distributions