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Changed Your U.S. Tax Status? Don't Forget Your U.S. Investment and Bank Accounts

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Changed Your U.S. Tax Status? Don't Forget Your U.S. Investment and Bank Accounts

A change in U.S. tax residency can have implications far beyond your tax return, including how your bank or brokerage account is classified, what forms you receive and how income and withholding are reported to the IRS. Here’s what you should know.

By Kristen Howze, CFP, EA October 06, 2026