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Partner tax deck · PDF · with AITAX

U.S. Real Estate Investing: Tax Tips

A short, practical tax primer for international owners of U.S. rental property, prepared with our partner America International Tax Advisers (AITAX) and presented by Thomas M. Carden J.S.M., E.A. It covers the default 30% withholding tax on gross rent for non-resident aliens — and how foreign owners can elect to be taxed on net rental income instead — plus the long list of deductible expenses and how depreciation can shrink or even eliminate a U.S. income-tax bill. View it in full below or download the PDF.

Pages: 9 pages
Last updated: Updated
File size: PDF · 261 KB
U.S. Real Estate Investing: Tax Tips
Download · 261 KB

Prefer to read offline? Use the Download button above — the file is a 9-page PDF (261 KB).

What's inside

Withholding, deductions and depreciation — in plain English

Prepared for u.s. expats & foreign nationals who earn (or plan to earn) U.S. rental income. For specifics on your situation, speak to a qualified U.S. tax adviser.

  • U.S. taxation of rental income — as a general rule, a non-U.S. person renting out a U.S. home faces a 30% withholding tax on the gross amount of each rental payment
  • The good news: how a foreign owner can have the 30% withholding obligation removed and pay tax only on net rental income via a U.S. tax return
  • Deductible expenses — property management, advertising, leasing commissions, repairs and maintenance, utilities, property taxes and insurance
  • More deductions — mortgage interest, legal and professional fees, licenses and permits, HOA dues, capital improvements, travel to inspect the property, and the pass-through deduction
  • Depreciation — how this “phantom expense” can move you into a lower tax bracket or eliminate the income-tax bill on your rental
  • About American International Tax Advisers — the firm behind the deck, and how to contact them

This material is provided for general information only and is not tax advice. America Mortgages is a mortgage lender and broker, not a tax adviser. Consult a qualified professional — we can introduce you to an independent cross-border accounting firm — about your own circumstances.

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50
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Download the tax tips PDF261 KB