United Kingdom
- • ISA and general investment accounts
- • SIPP and workplace pensions
- • UK-domiciled funds and trusts
Free diagnostic · Form 8854 readiness
Know the tax work before you expatriate.
Build the five-year compliance timeline, screen potential covered-expatriate risk factors, and route missing returns, FBARs, PFICs, pensions, and trusts into the right Atamatax workflow.
Start the free readiness diagnosticNo paymentNo SSN or account credentialsResult before email
Situation · 1 of 4
25%Saved in this browser until you choose to create a secure case.
Country-specific preparation
Local products still need U.S. classification
These initial country modules identify records a reviewer should inspect and reuse the shared PFIC, pension, entity, and asset workflows. A product name alone never decides PFIC status or treaty treatment.
Canada
- • RRSP/RRIF and workplace pensions
- • TFSA and RESP classification
- • Canadian mutual funds and private corporations
Germany
- • Statutory and private pensions
- • Investmentfonds and brokerage history
- • GmbH or partnership interests
France
- • Assurance-vie contracts
- • PEA and non-U.S. funds
- • French pensions and entity interests
Switzerland
- • Pillars 2 and 3a
- • Swiss or UCITS funds
- • Vested-benefits and brokerage accounts
Australia
- • Superannuation interests
- • Managed funds and ETFs
- • Family trusts and private companies
Netherlands
- • Employer and private pensions
- • Investment funds and Box 3 records
- • BV or partnership interests
Italy
- • Italian pensions and severance arrangements
- • Managed funds and polizze
- • Company or partnership interests
Research base: IRS U.S. income tax treaties A–Z · IRS Publication 54 (2025). Country claims require reviewer confirmation against the instrument and current local law.
One case
Reuse your compliance work
The readiness case uses the existing Streamlined, prior-year return, FBAR, Form 8938, PFIC/Form 8621, secure document, and reviewer workflows.
Clear states
Uploaded is not filed
Each year keeps “not required,” “not started,” “missing,” “prepared,” “reviewed,” and “filed” separate. The tool never labels a year compliant on its own.
Scoped service
A quote that matches the case
Years, forms, PFIC holding-years, asset complexity, records, and reviewer effort feed the existing configurable quote. There is no invented one-price promise.
Scope and limits
Tax readiness, with professional handoff where judgment starts
Atamatax helps organize tax facts and preparation. Citizenship loss is administered by the Department of State. Covered-expatriate exceptions, valuations, deferred compensation, tax-deferred accounts, trusts, pensions, PFIC history, and the final dual-status year can require a CPA, EA, or attorney. The diagnostic routes those cases for review and does not submit a return or Form 8854.
By Danilson Ramos · Founder, Atamatax
Tax review partner: onboarding in progress. This article has not yet been independently reviewed by a credentialed professional — every figure cites its IRS source so you can verify it directly.
Primary sources
- Rev. Proc. 2025-32, §§4.37–4.38 (2026 inflation adjustments) · checked 2026-09-07
- IRC §877A · checked 2026-09-07
- 2025 Instructions for Form 8854 · checked 2026-09-07
- Department of State final rule, Schedule of Fees for Consular Services — CLN fee $2,350 → $450 (91 FR, March 13, 2026; effective April 13, 2026) · checked 2026-09-07
Questions people ask before expatriation
Do I need five years of tax compliance before renouncing?
Citizenship renunciation and federal tax expatriation are separate processes. Form 8854 asks an expatriate to certify compliance with all federal tax obligations for the five preceding tax years; inability to certify is one covered-expatriate test.
Can Streamlined filings solve the five-year history?
They may resolve part of it when the eligibility requirements are met. The foreign procedure generally covers three return years and six FBAR years, while Form 8854 certification looks at five preceding tax years. The remaining years and every applicable federal obligation still require review.
Does this calculate exit tax or tell me I can renounce?
No. It screens readiness and possible risk factors. It does not calculate exit tax, prepare Form 8854, give immigration or legal advice, or determine eligibility to renounce.