US Expat Tax Filing

💡 Welcome to your US expat tax dashboard. Start with My Situation to set up your profile, or jump directly to income entry if you know what you need.

Estimated Tax Due

$—

Complete income entry to calculate

FEIE Excluded

$—

Foreign income shielded from US tax

Days Outside US

—

330 required for Physical Presence Test

Forms Required for Your Return

Based on your situation — complete "My Situation" to populate

📋

Complete the intake questionnaire to see which forms you need.

US Expat Tax Return

$199/return

Form 1040 + all required attachments · Tax Year 2026

✓ FEIE & Foreign Tax Credit

✓ FBAR & FATCA (Form 8938)

✓ IRS MeF direct e-file

✓ Filled PDF copies to download

✓ AI-assisted review

Money-back guarantee

⚡

FEIE vs FTC

Find optimal strategy

🗓

Day Counter

330-day test tracker

📎

Upload Payslip

AI extracts your data

🤖

AI Assistant

Ask any tax question

⚡ FEIE vs Foreign Tax Credit Optimizer

The most important decision for most expats — we calculate both scenarios instantly

💡 How it works: FEIE excludes up to $126,500 of foreign earned income from US tax. Foreign Tax Credit gives you a dollar-for-dollar credit for taxes paid to foreign governments. The optimal choice depends on your country's tax rate.

Foreign Earned Income (USD)

$

Foreign Taxes Paid (USD)

$

US-Source Income (USD)

$

Self-Employment Income (USD)

$

Foreign Housing Costs (USD/year)

$

Filing Status

🗓 Physical Presence Test — Day Counter

You need 330 full days outside the US in any 12-month period to qualify for FEIE

0

Days Outside US

330

Days Required

330

Days Short

NOT YET QUALIFIED

PP Test Status

2026 Calendar — Blue = Abroad, Gray = In US

Add Travel Period

Left US

Returned to US (leave blank if still abroad)

Destination Country

🤖 AI Expat Tax Assistant

Powered by Claude — ask anything about expat taxes, FEIE, FBAR, treaties

👋 Hi! I'm your expat tax assistant. I can answer questions about FEIE, Foreign Tax Credits, FBAR filing, tax treaties, streamlined procedures, and more. What would you like to know?

📎 Foreign Document AI Extraction

Upload payslips, P60s, T4s, Lohnsteuerbescheinigung — AI reads and extracts your tax data

📄

Drop your foreign tax document here

Supports PDF, JPG, PNG · P60, T4, Lohnsteuerbescheinigung, payslips

📬 How Your Return Gets Filed

⚡

Auto-Calculated

Every line on every form is computed automatically from your inputs — FEIE amounts, FTC limitations, housing exclusions, SE tax, carryforwards.

✍️

Review & E-Sign

View your auto-filled forms, then e-sign with your Self-Select PIN. No printing, no mailing — you authorize TaxSnooze to transmit on your behalf.

✅

E-Filed to the IRS

Your 1040 and all attached schedules are transmitted electronically via IRS Modernized e-File (MeF). FBAR (FinCEN 114) files separately to the BSA E-Filing system — both fully automated.

Note: TaxSnooze prepares, calculates, and e-files your return end-to-end. You review the auto-filled forms and e-sign Form 1040 with your Self-Select PIN — IRS rules require your authorization to transmit, but there's no paper to print or mail. FBAR files electronically too, with no signature required.

📦 Your Forms Package

A personalized list based on your situation — only the forms you actually need

Loading forms list…

🔍 AI Return Review

Claude checks for errors, missing forms, and optimization opportunities

🔍

Click "Run AI Review" to analyze your return for errors and optimization opportunities.

⚡ E-File Directly to IRS

Submit your return electronically via IRS Modernized e-File (MeF)

Checking…

First Name

Last Name

SSN

Foreign Address

Country of Residence

Country Code (2-letter ISO)

Email Address (used for payment receipt and IRS confirmation)

Date of Birth

Self-Select PIN (5 digits — you choose, used to sign your return)

Prior-Year AGI (IRS identity verification — enter 0 if first return)

Qualifying children under 17 (for Child Tax Credit / ACTC — enter 0 if none)

Jurat / Taxpayer Declaration: Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

I agree to the declaration above and authorize TaxSnooze to transmit this return to the IRS on my behalf.

Builds MeF XML package · Signs with PKI · Submits to IRS A2A endpoint

1 · Identity

2 · Income

3 · Accounts

4 · Entities

5 · Status

6 · Results

🌍 Your Tax Identity

Tell us who you are and where you live

US Tax Status

Tax Year

Country of Residence

Date You Moved Abroad

Used to determine qualifying residency test

Filing Status

Is your spouse a US person?

Does your non-US spouse have an ITIN?

Last US State of Domicile

➕ Add Income Item

Enter each source of foreign income separately

Income Type

Description

Amount

Currency

Foreign Tax Paid

FEIE Eligible?

📋 Income Items

No income items added yet. Use the form above to add income.

➕ Add Foreign Account

List every financial account held outside the US — bank, brokerage, pension

Institution Name

Country

Account Type

IBAN / Account #

Currency

Peak Balance (local currency)

Year-End Balance (local)

🏦 Your Foreign Accounts

No accounts added yet.

🚨 FinCEN 114 (FBAR) is due April 15 (auto-extended to October 15). Penalties: up to $10,000/year per account non-willful · up to 50% of balance willful. File even if no tax is owed.

💰 Threshold Check

FBAR required if aggregate foreign account balance exceeded $10,000 at any point in the year

Bank / Institution

Country

Account Type

Max Balance (USD)

$

👤 Filer Information

First Name

Last Name

SSN / TIN (last 4 digits only shown)

Date of Birth

Foreign Address

Tax Year

This is an amended FBAR (correcting a prior filing) Files directly to BSA E-Filing portal — no paper required

🏛 State Tax Obligations

Some states require filing even after you move abroad

Prior State of Domicile

Still have connections to that state?

🧮 Estimate Your State Tax

Some states (CA, SC, WI) ignore the FEIE and tax your foreign income

State

Residency status

Filing status

Federal AGI (USD)

FEIE excluded (Form 2555)

State-source income (non/part-year)

⚠️ Streamlined Procedures allow US expats who missed filings to catch up — with zero penalty under SFOP. Eligibility requires non-willful conduct and IRS must not have contacted you yet.

🔍 Check Your Eligibility

Takes 30 seconds

How many federal tax returns have you missed?

How many FBAR years have you missed?

Highest combined foreign account balance (over 6 years)

$

I lived outside the US during all (or most) of the missed years

Required for SFOP (0% penalty)

My failure to file was non-willful — I was unaware of the requirement

Required for ALL streamlined procedures

⚠️ The IRS has already contacted me about these unfiled returns

If checked, streamlined procedures are NOT available

⚠️ I am currently under IRS audit or criminal examination

If checked, streamlined procedures are NOT available

ℹ️ Form W-7 is filed by your non-US spouse to obtain an Individual Taxpayer Identification Number (ITIN). Attach it to the front of your Form 1040. Processing takes 7 weeks — file early.

📋 Application Type

New ITIN
Spouse has never had a US tax ID Renewal
Prior ITIN expired (not used 3+ years) Name Change / Update
Updating existing ITIN information

👤 Spouse Information

First Name (as on passport)

Last Name

Date of Birth

Country of Birth

Country of Citizenship

Foreign Tax ID (if any)

Foreign Mailing Address

🪪 Identity Documents

Passport is the only document accepted alone — all others require a second document

📘 Passport
Accepted alone · Best option 🪪 National ID Card
Must have photo + DOB + expiry 📄 Civil Birth Certificate
Required if no passport 🛂 US Visa
Must combine with another doc 🚗 Driver's License
Must include photo + DOB

📬 How to Submit

🏛

Mail to IRS Austin

Internal Revenue Service
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342

Attach W-7 to front of Form 1040. Do NOT file separately.

🏢

IRS Taxpayer Assistance Center

Walk in to a US TAC in person. Staff can certify documents on the spot — no mailing originals required. Appointment needed.

✈️

US Embassy / Consulate Abroad

Your spouse can get documents certified at a US Embassy or Consulate in your country. Avoids mailing originals overseas.

✅ Generate Application Checklist