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Taxbytes for Expats

Taxbytes for Expats

By: Stephanie Wickham ExpatTaxes.ie
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Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.Copyright 2026 Stephanie Wickham, ExpatTaxes.ie Career Success Economics Social Sciences Travel Writing & Commentary
Episodes
  • US Tax Filing Rules for Americans Living in Ireland

    US Tax Filing Rules for Americans Living in Ireland
    Jul 21 2026

    US tax filing for Americans in Ireland can involve annual IRS returns, foreign bank account reporting and careful coordination with Irish tax obligations.

    In this episode, Stephanie Wickham speaks with US CPA Josh Katz about what Americans living abroad must file, why filing does not necessarily mean paying tax twice, and how missed returns can often be corrected.

    Stephanie and Josh also explain the Streamlined Filing Compliance Procedures, which may help Americans who failed to file because they genuinely did not know about their obligations. Eligible taxpayers may be able to submit a limited number of past tax returns and FBARs, together with a statement explaining that the failure was non-wilful.

    Finally, they consider the practical challenge of coordinating Irish and US filing dates. US returns are generally due earlier than Irish income tax returns, although Americans abroad may have access to automatic and requested extensions. Where US tax may be payable, an estimated payment may still be needed by the April deadline to reduce interest or penalties.

    About Josh Katz:

    Josh Katz is a US CPA and the founder of Universal Tax Professionals. He specialises in US tax compliance and planning for Americans living abroad and works with clients in more than 50 countries.

    His work covers annual US tax returns, FBAR reporting, foreign companies, trusts, investments, compliance programmes and cross-border tax planning. He regularly works with Americans living in Ireland, people moving between Ireland and the United States, and taxpayers who have only recently discovered that they should have been filing US returns.

    Get in touch with Josh Katz & Universal Tax Professionals:

    Website: https://universaltaxprofessionals.com/

    LinkedIn: https://www.linkedin.com/in/joshuanathankatz/

    Email: info@universaltaxprofessionals.com

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    Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct.

    *Click here for a special offer from our sponsor, Currencies Direct*

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    If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.

    Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/.

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    Chapters:

    • (00:00) Introduction to US Tax for Americans Abroad
    • (00:50) Meet Josh Katz of Universal Tax Professionals
    • (03:22) Why Americans Abroad Still Need to File
    • (04:23) FBAR Reporting and Foreign Bank Accounts
    • (06:18) Common US Expat Tax Misconceptions
    • (08:16) PFIC Rules and Foreign Investment Risks
    • (10:38) Catching Up on Missed US Tax Returns
    • (13:02) When Professional Tax Advice Is Helpful
    • (14:55) Coordinating Irish and US Tax Returns
    • (18:03) Foreign Tax Credits and Double Taxation
    • (19:10) Irish and US Filing Deadlines
    • (21:24) Estimated Payments and Late Payment Risk
    Show More Show Less
    23 mins
  • Practical Planning for Expats Returning to Ireland

    Practical Planning for Expats Returning to Ireland
    Jul 7 2026
    Returning to Ireland can be far more complicated than booking flights and packing boxes. In this episode of Taxbytes For Expats, Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the emotional and practical realities of moving back. They discuss planning, documentation, accommodation, support networks, and why “home” can feel different after years abroad. It is a practical conversation for Irish expats thinking about returning, especially those unsure where to start.The conversation looks beyond the romantic version of “coming home” and into the practical details that can catch people out, from housing and school places to PPS numbers, medical records, employment and support services.Sarah explains that people often speak to Crosscare about practical matters first, but the emotional adjustment comes up naturally in conversation. Many returning emigrants find it difficult to say they are struggling, especially when family members have been hoping for their return. That can make the transition feel isolating, even when the move was wanted.This conversation is a useful starting point for any returning Irish expat, family or professional who wants to make the move with fewer surprises and a clearer sense of what needs to happen next.Main TopicsThe emotional adjustment of returning to Ireland and why “home” can feel different after time abroad.Practical planning before moving back, including work, schools, location and family needs.Key documents to gather before leaving another country, such as medical records, birth certificates and marriage certificates.Accommodation challenges for returning Irish expats in the current Irish housing market.Support available through Irish networks abroad, Citizens Information and Crosscare Irish Diaspora Support Project.About the GuestSarah Owen works with Crosscare Irish Diaspora Support Project, a government-funded service supporting Irish people abroad and those returning to Ireland.The project provides information, guidance and signposting for a wide range of situations. Some people are planning a return years in advance. Others are coming home because of crisis, conflict, deportation or sudden changes in personal circumstances. Crosscare helps people understand where to start, what services may be relevant and what practical steps they may need to take.Sarah brings a grounded and compassionate perspective to the conversation, with a clear understanding that returning to Ireland can be both a hopeful and stressful experience.Website: https://diasporasupport.ie/LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/*****Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct.*Click here for a special offer from our sponsor, Currencies Direct******If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/.*****Chapters:(00:00) Welcome to Taxbytes for Expats(00:49) Why Returning “Home” Can Feel Different(01:33) The Emotional Side of Moving Back to Ireland(04:36) Planning Before You Return(05:34) Documents to Gather Before Leaving(06:28) Accommodation and the Reality of Ireland’s Housing Market(08:49) Support Networks for Irish People Abroad(12:25) Why Online Advice Needs a Pinch of Salt(14:48) Where to Start If You’re Thinking of Coming Home(17:46) How Crosscare Supports Returning Irish Expats
    Show More Show Less
    21 mins
  • Returning to Ireland: What Irish Expats Need To Know

    Returning to Ireland: What Irish Expats Need To Know
    Jun 16 2026

    Returning to Ireland can look straightforward from the outside. You know the place, you may have family here, and there is often a comforting idea that moving home should be easier than moving away. As Sarah Owen explains in this episode, that is not always how it works in practice.

    Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the real-life issues facing Irish citizens and their families when they are emigrating or returning to Ireland.

    Sarah explains why planning a return should include more than flights and shipping boxes. It highlights the importance of checking housing options, PPS numbers, school places, healthcare access, social welfare eligibility and local supports before the move, especially where the return is happening quickly.

    For anyone also dealing with foreign income, foreign savings, foreign assets, tax residency or cross-border tax questions, this episode is a useful reminder that the practical and financial pieces often overlap. Personalised tax advice may still be needed where the timing of the move affects Irish tax resident status, worldwide income, Irish-source income or future tax compliance.

    About the Guest

    Sarah Owen is Project Leader with Crosscare Irish Diaspora Support Project, a Dublin-based nonprofit funded by the Government of Ireland. Crosscare provides information and advocacy assistance to Irish citizens moving abroad and returning to Ireland, with a particular focus on people who are marginalised or in crisis.

    Sarah is a dual Irish and French citizen with lived experience of migration. She has worked in Irish diaspora support and engagement for almost 15 years, across frontline support, policy, research and outreach. Her work is grounded in helping people make informed migration decisions, rather than pushing them towards or away from returning.

    Website: https://diasporasupport.ie/

    LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/

    *****

    Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct.

    *Click here for a special offer from our sponsor, Currencies Direct*

    *****

    If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.

    Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/.

    *****

    Chapters:

    • (00:00) Welcome to Taxbytes for Expats
    • (00:30) Introducing Sarah Owen and Crosscare Irish Diaspora Support Project
    • (02:01) Sarah’s background and lived experience of migration
    • (03:59) How Crosscare supports Irish citizens abroad and returning home
    • (07:37) Recent trends in Irish emigration and return migration
    • (09:46) Sponsor Message: Currencies Direct
    • (10:32) Why returning to Ireland is not always straightforward
    • (12:40) Information, advocacy and making an informed return
    • (13:59) Social welfare, housing supports and habitual residence
    • (15:45) Red tape, GP access, schools and family supports
    • (16:52) Reverse culture shock, identity and belonging
    • (18:44) How long it can take to feel settled back in Ireland
    Show More Show Less
    21 mins
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