Exactly what the package generates, form by form.

Official IRS Form 1040 (2025) is generated with the income detail (2b interest, 3b dividends, 7 capital gain), deduction (12), taxable income (15), tax (16), Schedule 3 credits (20), other taxes (23), and total tax (24). Left for you: filing status + dependents, the income-buildup totals and the FEIE flow (see Form 2555 / Schedule 1), and the intermediate subtraction lines.

Official IRS Schedule B (2025) is generated with the interest total (lines 2 + 4 → Form 1040 line 2b) and the ordinary dividend total (line 6 → Form 1040 line 3b). The per-payer detail and Part III foreign-account questions are the filer's.

Official IRS Schedule D (2025) is generated with the net short-term (line 7) and long-term (line 15) capital gains and the total (line 16 → Form 1040 line 7). The per-transaction detail (Form 8949) is the filer's.

Official IRS Schedule 1 (2025) is generated with the Foreign Earned Income Exclusion from Form 2555 (line 8d, as a negative; lines 9 + 10 → Form 1040 line 8). Other income / adjustment lines are the filer's.

Official IRS Schedule 2 (2025) is generated with self-employment tax (line 4), Additional Medicare Tax (line 11), NIIT (line 12), the §1291 interest from Form 8621 (line 17p), and the total (line 21 → Form 1040 line 23). The §1291 deferred-tax sub-line (17z) is placed by the filer per the Form 8621 instructions.

Official IRS Schedule 3 (2025) is generated with the Foreign Tax Credit (line 1 + line 8 → Form 1040 line 20). Other credit lines are the filer's.

Official IRS Form 8621 (Rev. Dec 2025) is generated and filled for every regime the engine computes: Mark-to-Market (Part I + II + Part IV), QEF (Part I + II + Part III), and §1291 dispositions (Part I 5a + Part V 15f/16a/16b/16c/16f). A held §1291 PFIC with no disposition and no distribution data gets the regime box only — its excess-distribution lines need the user's actual distribution figures (honest-strict; never fabricated).

Official IRS Form 8938 (Rev. Nov 2021) is generated with the taxpayer name, the Specified-individual filer type, and Part IV line 18 (Number of Forms 8621). The per-account/per-asset detail (Parts I–III value & income, Parts V/VI) needs your account statements — the engine computes the FATCA threshold, not the per-asset breakdown.

Official IRS Form 1116 (2025) is generated and filled for the passive category and the Part III §904 limitation (line 9 foreign taxes, 14 available, 20 US tax, 21 limitation, 24 + 35 credit). Part I (foreign-source income by country) and Part II (per-country tax detail) need your breakdown; a filer with non-passive foreign income needs an additional Form 1116.

NIIT is computed only when MAGI is supplied; official template pending.

Official IRS Form 2555 (2025) is generated and filled for foreign earned income (Part IV/V lines 19/24/26/27) and the §911 exclusion (Part VII line 40 max, line 42 exclusion; Part IX line 45 total → Schedule 1). Parts I–III (general info + bona-fide-residence / physical-presence qualification) need your input. Income is entered as wages — reallocate within Part IV if self-employed.

Treaty disclosure notes are drafted; official template pending.

FBAR is filed separately with FinCEN, outside the IRS return package.

Foreign trust facts route to a CPA; this self-serve package does not prepare Form 3520.

Foreign trust facts route to a CPA; this self-serve package does not prepare Form 3520-A.