Free tools for US expat taxes.
Quick answers to the questions that send US citizens abroad down a rabbit hole — is this fund a PFIC, do I have to file FBAR, what does the §1291 regime actually cost. No account, no email.
PFIC calculator (Form 8621)
Build the §1291 worksheet for Form 8621 — the numbers a CPA charges $150–200 to produce.
Open tool →Is my fund a PFIC?
Check whether a foreign fund or ETF triggers Form 8621.
Open tool →Swiss PFIC checker
Check your Swiss broker and holdings — Swissquote, IBKR, UBS, VIAC, finpension, Frankly — for PFICs.
Open tool →FBAR & Form 8938 threshold checker
See if you must file FinCEN 114 and/or Form 8938 this year.
Open tool →PFIC §1291 tax estimator
Estimate the cost of the default PFIC regime vs a QEF election.
Open tool →Streamlined eligibility checker
See if you qualify for the penalty-free Streamlined Foreign Offshore Procedures.
Open tool →Foreign income → USD converter
Convert foreign income to USD with approximate IRS yearly-average rates.
Open tool →Expat tax deadline checker
See the key US expat filing dates and how many days remain.
Open tool →FEIE vs Foreign Tax Credit estimator
A rough directional read on whether FEIE or the Foreign Tax Credit fits.
Open tool →When the tools say you have work to do