Free preliminary result · 14–19 questions · no signup
Your US Tax Map
Answer a few questions. See which US filings may apply to your situation, what to gather, and what to do first.
Every answer is a choice, not a figure. You get which US filings may apply and a status for each — likely, possible, needs review — free. The Atamatax Express Plan ($29, credited toward filing) turns it into years, documents, an order of work and a recommended service.
You · step 1 of 14
Let's start with who you are to the IRS.
Educational. This applies published US filing rules to your answers and indicates what may apply — it is not tax, legal or accounting advice and not an IRS determination. Answers are saved to your map only; they are never sent to analytics.
What the map covers
One rule set, the same one behind the free calculator and the paid return engine, read against your answers.
The return itself
Whether Form 1040 is likely required, from your status, filing status and income band.
FBAR and Form 8938
The two foreign-asset reports, tested at both ends of the band you chose.
PFIC / Form 8621
Non-US funds and ETFs, how many forms that likely means, and whether the year produced tax.
Foreign pensions
Which of four filings a non-US plan can touch, and what settles each.
Companies, branches, trusts
Forms 5471, 8858 and 3520, from your ownership and any large gift.
Catch-up route
Whether your facts appear consistent with the Streamlined procedures — supporting, unresolved and warning factors.
Frequently asked questions
Is the Tax Map free?
Yes. The questions and the preliminary result — which US filings may apply to you, with a status for each, and how complex your situation looks — are free and need no account. The Express Plan is the optional paid layer on top.
What is in the Express Plan?
The organised version of your result: the years a catch-up would cover, why each form appeared and what would settle it, a personal filing sequence, a document checklist for each form, the items a professional has to decide, and the Atamatax service that fits your situation with the reason. The price is credited toward an Atamatax package if you go on to use one.
Does this decide whether I qualify for the Streamlined procedures?
No, and nothing online should. It reads your answers against the published gates and tells you whether your situation appears consistent with them, which factors support that, which are unresolved, and which count against it. Non-willfulness is a legal judgement made by you and, where there is doubt, a professional — it is signed under penalty of perjury.
What happens to my answers?
They are saved to your map so you can come back to it, and to nothing else. Analytics receives which step you were on and which forms were flagged — never an answer, a balance band or your email. The questions never ask for a name, an identifier, an account number or an exact figure.
Prefer the version that keeps everything in your browser? The US expat tax calculator asks the same questions and saves nothing. This assessment is educational — it indicates what may apply, and it is not tax, legal or accounting advice or an IRS determination.