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atamatax

Comparison · updated monthly

TaxAct is a low-cost option for US-domestic filers. It's not built for the expat forms you need once you're abroad.

TaxAct is a budget-friendly US tax product that genuinely undercuts the big names on price for straightforward domestic returns. To be fair: TaxAct does accept entry of the expat forms — including Form 8621 (up to 50 per return per its own support docs). What it doesn't do is the work around them: no foreign-brokerage import, no PFIC classification of your UCITS funds, no §1291/QEF/MtM guidance, no FBAR workflow. You need to already know which of your holdings are PFICs and what goes on each line. Atamatax is built specifically for that analysis.

Who TaxAct is for

TaxAct fits cost-conscious US-domiciled filers with W-2 income, a US brokerage 1099, and no foreign accounts. The moment you're abroad with a foreign brokerage, a foreign pension, or PFICs, it's the wrong tool.

Side-by-side

Price for a simple domestic return

Atamatax
Expat-focused; flat $299 / $499 / $799 per return.
TaxAct Winner
Among the cheaper US-domestic options.

Foreign Earned Income Exclusion (Form 2555)

Atamatax Winner
Built into the expat flow.
TaxAct
Form entry supported; no expat-guided flow.

Foreign Tax Credit (Form 1116)

Atamatax Winner
Built-in, with the FEIE-vs-FTC decision guided.
TaxAct
Form entry supported; not expat-oriented.

Form 8621 (PFIC)

Atamatax Winner
Built-in with PFIC classification, brokerage import, and §1291/QEF/MtM math; up to 25 per return.
TaxAct
Form entry supported (up to 50) — but you must classify PFICs and compute the numbers yourself.

FBAR (FinCEN Form 114)

Atamatax Winner
Generated in the same flow.
TaxAct
Not included — FBAR is filed separately with FinCEN.

FATCA (Form 8938)

Atamatax Winner
Covered in the expat baseline.
TaxAct
Not an expat focus.

US-domestic complexity (rental, K-1, crypto)

Atamatax
Federal expat-baseline; some domestic schedules limited.
TaxAct Winner
Mature for domestic schedules.

Integrated e-file

Atamatax
Draft PDF package; no integrated e-file or transmission.
TaxAct Winner
E-file across all 50 states.

State returns

Atamatax
Federal-only in v1.
TaxAct Winner
50 states.

The marked column indicates which product handles the feature more completely as of July 2026. We update this page when their offering changes — tell us if it's out of date.

Bottom line

If you're a US-domiciled filer on a budget, TaxAct is a reasonable, cheaper choice — it does more for domestic returns and files state. If you're an expat with a foreign brokerage or PFICs, TaxAct will accept the forms but leaves the hard part — classifying PFICs, importing foreign holdings, and computing the §1291/QEF/MtM figures — entirely to you. Atamatax is built for exactly that work.

Sources

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