Your route and timing
Record where you are leaving, destinations you are considering and intended or actual move dates.
GREATER TAX CLARITY STARTS WITH THE FACTS
Your the United States tax exit preparation checklist
Build your life abroad with a clearer view of what you will still owe the IRS. We help you organise citizenship, residency, income and reporting questions so you can assess available relief and plan a compliant move.
US citizens and resident aliens generally remain subject to US tax on worldwide income while abroad. Exclusions or credits may help; moving overseas alone does not end these obligations.
Build my free tax exit planNo card or account needed to start.
Know which US obligations follow you abroad.
US citizens and resident aliens generally remain subject to US taxation of worldwide income when they live abroad. Exclusions and credits may reduce tax when their conditions are met. Changing citizenship or long-term immigration status is a separate decision with potential expatriation-tax consequences that needs specialist advice.
Your household and homes
List who is moving, when each person moves and what happens to homes you own, rent or retain.
Your work and finances
List employment, business interests, accounts, investments, retirement arrangements and income that will continue.
Your documents
Organise relevant identity, housing, travel, immigration and financial records. Note anything missing.
Your open questions
Write down what needs checking with an authority or adviser. Avoid filling gaps with assumptions.
Your path to greater tax certainty
Bring together the evidence behind your residency position, identify unresolved tax questions and decide what needs professional review before you act.
Download the free checklist PDF
Use the categories relevant to your circumstances. This is a preparation aid, not an official filing checklist.
Take the first step
toward tax clarity.
Start free. Put your residency questions, supporting facts and next steps in one place.
Build my free tax exit plan