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Find out what you may need to file.
Pick the sentence that sounds like you. Each one opens a free check that feeds the same US Tax Map, so nothing you answer is asked twice.
I own foreign investments or funds
Funds, ETFs or a brokerage account outside the US. See how your holdings fit alongside your accounts and filing history.
Check what may apply →I haven't filed US taxes in years
Or you are a year or two behind. Work out which years need attention and which catch-up route your facts point at.
Check my catch-up options →I have foreign bank accounts
Two reports, two thresholds, two agencies. See which of the FBAR and Form 8938 your balances point at.
Check my FBAR requirement →I have a pension or retirement account abroad
An employer scheme, a personal plan, a Pillar 3a, a SIPP, an RRSP. See which US filings a non-US plan can touch.
Check my pension's US filings →I own part of a foreign company
A company, a partnership or a trust outside the US brings its own information return. See which one, and what it interacts with.
Map my entity filings →My bank or broker asked for US tax details
A W-9, an SSN, a FATCA form. See what the request actually concerns, what needs attention this week, and whether your filings come into it.
Check what the request means →I inherited money or received a large gift from abroad
Usually not taxed, often reportable. See whether Form 3520 is in play, by when, and what else your situation pulls in.
Check my inheritance or gift →I'm considering giving up US citizenship
The exit-tax tests, Form 8854 and the five years of compliance that have to be in order first. See where you stand before the appointment.
Check my readiness →I sold, or am selling, my home abroad
One sale, four US rules: the exclusion, the gain in dollars at two dates, a foreign-currency mortgage, the 3.8% on the excess. See which may apply.
Screen my sale →I'm self-employed abroad
Freelance, contractor or your own practice. The exclusion does not remove self-employment tax; see what does, and which preparation covers the year.
Estimate my self-employment tax →I need help before a filing deadline
See the date that actually binds you, whether it can still be extended, and what has to be filed before it.
Check my deadline →I found a mistake in something I already filed
A missing account, a wrong account number or maximum value, a Form 8938 left off the return. Each report is corrected its own way — see which fix your mistake needs.
See how it is corrected →My preparer stopped responding or left my filing unfinished
Say what was done, what you paid for and which records you hold. A person reads it and tells you what can be reused, what is missing and what finishing would involve — before any date or price is promised.
Describe what was left unfinished →I received a letter or notice from the IRS
Not every letter is an audit, and not every letter is urgent. A person reads what it asks and by when; the date you see stays marked as yours until it is checked. Reviewing a letter, preparing a response and representing you are separate pieces of work.
Have the letter read →I file every year and want this one done right
Map the year first: which forms, in what order, and what to gather — then choose how to get it filed.
Map my US tax situation →I already have an accountant
Organize your portfolio and your facts into a handoff your accountant can file from.
Build my accountant handoff →I am a tax professional
You prepare returns for clients with foreign holdings. See a sample case, its workpaper and the export before anything is asked of you.
See a sample case →I'm not sure which US forms apply to me
Answer a few questions and see which US filings may apply to you, how complex it looks, and what to do first.
See what forms I may need →Prefer to answer everything in one place? Build the full US Tax Map. Or browse by what changed in your life: all situations.