Search results

  1. W

    Expat from US to Mexico - finance headaches (US address, filing taxes, pay MX tax on DIV/INT?)

    @lostanlooking Haha... yeah, I guess it's on me :)... Why are you saying to not keep the old home address? Is it b/ they might send something to that address to check on us? We have friends in IL that we trust, but they have the same type of accounts... wouldn't that raise a flag to Schwab...
  2. W

    Expat from US to Mexico - finance headaches (US address, filing taxes, pay MX tax on DIV/INT?)

    @belle89 Indeed we have very similar experiences - and thank you for sharing, sometimes I feel I'm losing my mind while everybody else in Mx seems to just enjoy the tacos and have no care in the world! Yes, like you we started keeping track of what card we use - between me and my husband we are...
  3. W

    Expat from US to Mexico - finance headaches (US address, filing taxes, pay MX tax on DIV/INT?)

    @praiselord12356 We've been doing what you are saying and as paranoid as you about Schwab (and all other brokerages). Great to hear about the US-MX tax treaty, at least on that front we should be ok. On the other comment you say it is ok to put OH address from family on the account. If I...
  4. W

    Expat from US to Mexico - finance headaches (US address, filing taxes, pay MX tax on DIV/INT?)

    Hello. We are a US couple, early 50s, and we moved to MX early this year for many reasons, one of the biggest being financial (we are on a tight budget, lean FIRE). We make about $500 usd a month (now, after I left my job) from side hustles and the rest of living expenses are covered from DIV...
Back
Top