Expat2B Posted February 1 Report Share Posted February 1 Current FL resident and about to sell residence and become an expat. I plan on using the Bushnell address for my FL DL and the TX mailing address as specified in the Escapees Home: Florida Agreement. My investments are with Vanguard and I recently opened a Schwab banking account since Schwab reimburses unlimited ATM fees which can be substantial on overseas ATMs. I would really feel better about my plan if I could hear from folks using the Bushnell location and if Schwab or Vanguard are closing accounts. If the TX mailing address is an issue I can use the FL address for those institutions and pay the $1 onward shipping fees. I have all of my accounts set for digital documents instead of snail mail so the financial hit should be minimal. Would my 1099-DIV and 1099-INT forms show the FL address or the TX mailing address? Neither state will tax, but it would be nice to keep reporting as FL since I am currently living here. Escapees customer service suggested I look for answers on the forum. I don't want to get overseas and have my finances blow up. Quote Link to comment Share on other sites More sharing options...
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