Tax scenarios
Each page shows the U.S., state and local tax on every kind of income, how the treaty resolves double tax, and the forms to file. Open any of them in the simulator to change the details.
France · Working
- Single · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Single · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Owns main home · Rents out a property in the country of residence · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · 2 children · Selling main home this year · No rental property · No stock investments · Salaried
- Single parent (head of household) · Texas, ties kept · 1 child · Renting · Rents out a property in the U.S. · Holds U.S. and local stocks · Self-employed
- Single · No U.S. state ties · 3 children · Owns main home · No rental property · Holds U.S. and local stocks · Salaried
United Kingdom · Working
- Single · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Single · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · New York, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Washington, ties kept · No children · Selling main home this year · Rents out a property in the country of residence · Holds U.S. and local stocks · Salaried
United Kingdom (first 4 years) · Working
- Single · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Single · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Single · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a U.S. citizen, filing jointly · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · No U.S. state ties · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · New York, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Texas, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · No stock investments · Salaried
- Married to a non-U.S. spouse, filing separately · Missouri, ties kept · No children · Renting · No rental property · Holds U.S. and local stocks · Salaried
- Married to a non-U.S. spouse, filing separately · California, ties cut · 1 child · Renting · No rental property · Holds U.S. and local stocks · Salaried
France · Retired
- Single · No U.S. state ties · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · No U.S. state ties · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Virginia, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Virginia, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Florida, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Florida, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Virginia, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Virginia, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Florida, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Florida, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
United Kingdom · Retired
- Single · No U.S. state ties · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · No U.S. state ties · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Virginia, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Virginia, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Florida, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Florida, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · No U.S. state ties · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Virginia, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Virginia, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Florida, ties kept · No children · Owns main home · No rental property · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Married to a U.S. citizen, filing jointly · Florida, ties kept · No children · Owns main home · Rents out a property in the U.S. · Holds U.S. and local stocks · Retired (U.S. Social Security + 401(k))
- Single · Florida, ties kept · No children · Owns main home · No rental property · No stock investments · Retired (U.S. Social Security + 401(k))