Exactly what the package generates, form by form.

Form 1040, Schedule 1, Schedule 2, Schedule 3, Schedule B, Schedule D: the official IRS PDF is generated with the computed lines placed; the per-payer or per-account detail stays yours.

Form 2555: the official IRS PDF is generated with the computed lines placed; the per-payer or per-account detail stays yours.

Form 1116: the official IRS PDF is generated with the computed lines placed; the per-payer or per-account detail stays yours.

Form 8621: every §1291, QEF or mark-to-market figure computed and mapped line by line to a worksheet per PFIC; the pre-filled official PDF is added once independent validation of the PFIC module completes.

Form 8938: the official IRS PDF is generated with the computed lines placed; the per-payer or per-account detail stays yours.

The account list and each account's yearly maximum are prepared with instructions; you file the FBAR on FinCEN's BSA E-Filing System (it is never mailed with the return).

Form 8960: computed and mapped line by line to a worksheet you (or your accountant) transcribe onto the official form.

Schedule C, Schedule SE: computed and mapped line by line to a worksheet you (or your accountant) transcribe onto the official form.

Form 8833: computed and mapped line by line to a worksheet you (or your accountant) transcribe onto the official form.

Up to three delinquent returns and six FBAR years prepared as one engagement, with the document completeness check and the Form 14653 organiser. You certify non-willfulness, sign and file.

Detected from your answers and routed to a specialist; the personal return and the package are their starting point.

Form 3520, Form 3520-A: detected and routed to a professional, with the package as their starting point.

The readiness screen and the package are prepared; Form 8854 itself is prepared with a specialist.

Representation before the IRS is a separate engagement with an authorised practitioner, never part of a package.

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.

No official Schedule C template is filled. The package contains a line-mapped worksheet: gross receipts (line 1), returns and allowances (2), cost of goods sold (4), Part II expenses by category with the 50% meals limit applied (8–27a, 28), and net profit or loss (31) flowing to Schedule 1 line 3 and Schedule SE line 2. Principal business code, home-office and depreciation detail are left for the filer.

No official Schedule SE template is filled. The package contains a line-mapped worksheet: net earnings at 92.35% (line 4a), the year's Social Security wage base and wages already taxed (7, 8a), the 12.4% Social Security and 2.9% Medicare portions (10, 11), self-employment tax (12 → Schedule 2 line 4) and the deductible half (13 → Schedule 1 line 15). A totalization exemption is applied only when the country's agreement is in force AND a certificate of coverage is available; India and other countries without an agreement are computed at the full rate.

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).

Delivered today: Each supported PFIC gets a Form 8621 worksheet with every §1291, QEF or mark-to-market figure computed and mapped to the form's lines, plus the assumption log — up to 25 in one package.

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, who prepares Form 3520 from the package.

Foreign trust facts route to a CPA, who prepares Form 3520-A from the package.