Moving to Mexico With a U.S. Business: A Cross-Border Tax Checklist for Americans Living in Mexico

Living in Mexico with U.S. income or a U.S. business? Both countries may expect a tax return from you. This free checklist from Mac Neal LLC explains the general rules in plain English so you know what to sort out first.

Inside this guide:

• The questions that decide whether you're a Mexican tax resident
• What registering with SAT involves (RFC, e.firma, Buzón Tributario)
• How monthly and annual Mexican filings generally work
• What continues in the U.S., including the foreign earned income exclusion, foreign tax credits, FBAR and Form 8938
• Special issues for U.S. S corporation owners
• A move checklist, a document list and the most common mistakes

12 pages. Also available in Spanish. General educational information, not tax or legal advice for your situation.

Need help? Mac Neal LLC offers cross-border assessments from $450: www.macnealllc.com/us-mexico-tax/