PEA + assurance-vie
Both flagged as PFIC under US rules. We surface every line in your 1099 and bulk-apply QEF/MtM/1291 where applicable.
Convention 1994 · IRS x DGFiPTu paies déjà l'impôt à Bercy.
Tu paies déjà l'impôt à Bercy.
On stitche ton 1040 pour qu'il colle, article par article.
France-US Convention 1994 covers dividends, interest, pensions, and capital gains via Form 1116 by default, with Form 8833 disclosure when treaty positions override the default — generated automatically.
No payment until you e-file · Free PFIC scan · IRS-compliant Forms 8621 / 8938 / FBAR / 1116 / 8833
What we handle for France residents
The three things that bite France-based US citizens.
Article 24 credit
Foreign-tax credit on French income tax + CSG/CRDS is computed automatically on Form 1116.
CSG / CRDS classification
Treated as creditable income tax since the 2019 IRS guidance — we include the full social contribution stack in your credit base.
Other treaty desks
Same workflow, different bilateral convention.
Atamatax · run your France return
Free draft. Pay only to e-file.
Scan your brokerage, see your PFIC count, review the forms we'd file with the right France treaty positions attached. You only pay when (and if) you submit.
What you walk out with
- · Form 1040 + schedules B, D, 1, 2, 3
- · One Form 8621 per PFIC (up to 25 per return)
- · Form 8938 (FATCA) when thresholds hit
- · FinCEN 114 (FBAR) auto-generated and filed
- · Form 1116 with France tax credit allocated
- · Form 8833 when you take a treaty position