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Streamlined eligibility checker

Review the residency, filing-history, FBAR and foreign-investment facts the IRS procedure asks about. The result is a cautious screening indication — not an eligibility or non-willfulness determination — and it routes complex investment cases to review. For the current availability question, see whether the Streamlined program is ending before relying on a filing plan.

Are you a U.S. citizen or lawful permanent resident (green-card holder)?

Has the IRS opened an examination or an investigation?

An examination for any year closes this route. An ordinary IRS notice does not, and neither does a letter from your bank.

How would you describe the filing failure?

In at least one of the latest three due years, did you have no U.S. abode and spend at least 330 full days outside the U.S.?

Do you have unfiled returns or returns that omitted foreign income or required information?

Did you miss one or more FBARs (FinCEN Form 114)?

Do you have the valid taxpayer identification number required for your status?

Do any affected years include non-U.S. funds, ETFs, companies or other foreign investments?

Answer the questions to get a cautious next step

The checker screens published requirements and case complexity. It cannot decide non-willfulness or replace review of the full filing history.

Educational screening only, not tax or legal advice or an eligibility determination. Form 14653 is signed under penalties of perjury; willfulness and U.S. abode are fact-dependent judgments.

Before you rely on this result

What would settle it, and what covers it

Documents or facts needed

• The last year a US return was filed
• Days spent in the United States in each of the last three years
• Any IRS letter or notice received
• Foreign accounts and funds across the six FBAR years

Where this leads

Streamlined · $1,590–$2,990+ · scoped quote after the free diagnostic — the catch-up route is scoped on a call, tier by tier, before any price.

Complex facts are scoped on a free call before any price is quoted; booking does not create an engagement.

How to read a status

Likely:: The facts entered meet the published test; confirm the inputs before acting.
Possible:: Some facts point this way and others are missing; more information decides it.
Needs review:: Software cannot settle it from these inputs; a person should look before filing.
Not currently indicated:: Nothing entered triggers it this year; a changed fact can change the answer.
Outside supported scope:: Atamatax does not prepare this; the result routes to a professional.

Limits. Checks the published criteria against your answers; it does not determine non-willfulness, which is your own certification on Form 14653. Atamatax is tax-preparation software, not a CPA firm, enrolled agent or law firm; it does not transmit returns or FBARs and does not give individualized tax advice.

Tax review partner: onboarding in progress. This article has not yet been independently reviewed by a credentialed professional — every figure cites its IRS source so you can verify it directly.

How Atamatax calculations are produced — the tests applied, statutory sources and review cadence — is documented in the methodology, and what is and is not reviewed in accuracy & review. Calculation fixes are recorded in the changelog.

Authorities cited

IRS Streamlined Foreign Offshore Procedures — U.S. Taxpayers Residing Outside the United States — Streamlined Foreign Offshore Procedures
IRS Form 14653 — About Form 14653 — Certification by U.S. Person Residing Outside of the United States (Streamlined Foreign Offshore)
IRS Manual §20.1.9.24.2 — IRS Internal Revenue Manual §20.1.9.24.2 — Streamlined procedures remain an offshore compliance option and may be discontinued

Primary sources (Cornell Legal Information Institute for the US Code and CFR; IRS.gov for forms, procedures, and treaty documents). This page is general information, not individualized tax or legal advice.

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