US Expat Tax Filing Guide (2026)

Who Must File  •  FEIE  •  Foreign Tax Credit  •  FBAR  •  State Tax  •  Deadlines from Abroad
IRC §6012 IRC §911 (FEIE) IRC §901 (FTC) 31 USC 5314 (FBAR)
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The United States taxes its citizens and lawful permanent residents on worldwide income regardless of where they live - one of only two countries in the world that does this. A US citizen living in Paris, Dubai, or Tokyo still owes the IRS a tax return every year and still owes federal tax, subject to the Foreign Earned Income Exclusion and Foreign Tax Credit provisions.

The Fundamental Rule

IRC §6012 requires US citizens and resident aliens to file a federal income tax return if their gross income exceeds the filing threshold, regardless of where the income was earned or where they live. Living abroad does not eliminate the filing requirement. The filing thresholds are the same as for US-based taxpayers: $14,600 (single, 2026), $29,200 (married filing jointly, 2026). These are the same inflation-adjusted standard deduction amounts.

2026 Filing Deadlines from Abroad

April 15, 2026
Standard deadline
Same as US-based taxpayers. Any tax owed is due by April 15 regardless of whether you qualify for the June 15 extension. Interest accrues from April 15 on unpaid tax.
June 15, 2026
Automatic 2-month extension (abroad)
US citizens and resident aliens living outside the US on April 15 receive an automatic 2-month extension to June 15. No form required - attach a statement to the return explaining you qualify. IRC §6081(d); Treas. Reg. §1.6081-5.
October 15, 2026
Extended deadline (Form 4868)
File Form 4868 by June 15 to extend to October 15. The form extension gives you 4 more months beyond the automatic June 15 extension. Does not extend the time to pay.
December 15, 2026
Final extension - nonresident aliens with no US wages
Form 1040-NR filers with no US-source wages or salary have until June 15 automatically and can extend to December 15 with Form 4868. IRC §6072(c); Treas. Reg. §1.6072-1(c).
FBAR deadline: FinCEN Form 114 is due April 15 with an automatic extension to October 15. No form is required to obtain the FBAR extension - it is automatic. 31 USC §5314.

Foreign Earned Income Exclusion (FEIE) - 2026

2026 FEIE Limit
$132,900
Inflation-adjusted annually. IRC §911(b)(2)(D).
Applies to
Earned income only
Wages, salaries, self-employment. Not investment income.

The FEIE allows qualifying US citizens and resident aliens living abroad to exclude up to $132,900 of foreign earned income from US federal income tax in 2026. To claim the FEIE, you must meet either the Bona Fide Residence Test or the Physical Presence Test and have a tax home in a foreign country.

Bona Fide Residence Test

You are a bona fide resident of a foreign country if you reside there for an uninterrupted period that includes an entire tax year, and you have established genuine residency rather than a temporary presence. Factors: where you maintain a home, social ties, intent to remain. You do not need to be a citizen or permanent resident of the foreign country. IRC §911(d)(1)(A).

Physical Presence Test

You meet the physical presence test if you are physically present in a foreign country (or countries) for at least 330 full days during any 12-month period. The 330 days do not need to be consecutive. Days in international waters or airspace do not count. IRC §911(d)(1)(B).

What the FEIE Does Not Exclude

The FEIE excludes only foreign earned income - wages, salaries, and net self-employment income earned for services performed outside the US. It does not exclude: investment income (dividends, interest, capital gains), pension income, alimony, or Social Security. Self-employment tax (IRC §1401) is not reduced by the FEIE - SE tax applies to net self-employment income even if the income itself is excluded under §911. This is one of the most common misconceptions among self-employed expats.

Foreign Tax Credit (FTC) - The Alternative to FEIE

Instead of the FEIE, expats can elect to claim a credit for income taxes paid to foreign governments. IRC §901. The FTC reduces US tax dollar-for-dollar for foreign taxes paid on the same income. If you are in a high-tax country (France, Germany, Denmark, Australia), the FTC often eliminates your US tax liability more effectively than the FEIE.

The FEIE and FTC can be used together strategically: claim the FEIE on earned income up to $132,900, then claim the FTC for foreign taxes on income above that amount. However, you cannot claim the FTC on income excluded under the FEIE. The housing exclusion (IRC §911(a)(2)) works alongside the FEIE for excess housing costs in high-cost locations.

FEIE vs. FTC - rule of thumb: If you are in a country with low or no income tax (UAE, Bahamas, Singapore, Hong Kong), the FEIE is typically better - it excludes income that would otherwise be taxable in the US, and you have no foreign taxes to credit. If you are in a high-tax country (France 45%, Germany 45%, UK 45%), the FTC is often better - foreign taxes paid likely exceed the US liability on that income, potentially reducing US tax to zero with excess credits to carry forward.

FBAR and Form 8938 - Foreign Account Reporting

Living abroad does not change your FBAR and FATCA reporting obligations - it may increase them because you are more likely to have foreign financial accounts.

FormThreshold (Individual Abroad)What It CoversDue Date
FinCEN 114 (FBAR)$10,000 aggregate at any point in yearAll foreign financial accounts: bank, brokerage, pension, life insurance with cash valueApril 15; auto-extended to Oct 15
Form 8938 (FATCA)$200,000 on last day of year or $300,000 at any time (single, abroad)Specified foreign financial assets including accounts, foreign entities, foreign trustsWith Form 1040 (including extensions)
Form 8938 (FATCA)$400,000 on last day or $600,000 at any time (MFJ, abroad)Same as aboveWith Form 1040

State Tax Obligations - The Hidden Liability

Moving abroad does not automatically end your state tax obligations. The state in which you were last domiciled may continue to assert the right to tax you if you have not taken concrete steps to establish domicile elsewhere.

California is the most aggressive: it will assert California residency and tax California-source income indefinitely if you maintain a California domicile, regardless of where you physically live. California does not recognize the federal FEIE for state tax purposes. New York applies similarly aggressive rules. If you lived in California or New York before moving abroad, formally establishing domicile in a new state (or foreign country) before departure is critical.

States with no income tax (Florida, Texas, Nevada, Wyoming) have no state filing obligation once you establish domicile there - and many expats establish domicile in a no-tax state before moving abroad precisely to eliminate state filing obligations.

Social Security and Medicare - Self-Employed Expats

Self-employed US citizens living abroad owe self-employment tax (Social Security and Medicare) on net self-employment income, even if the income is excluded under the FEIE. The FEIE reduces income tax but not SE tax. IRC §1402(a)(11). The SE tax rate is 15.3% on the first $184,500 of net SE income (2026 Social Security wage base, estimated) and 2.9% above that.

Totalization agreements between the US and approximately 30 countries provide that you contribute to only one country's social security system - either the US or the foreign country, not both. If you are covered under a foreign social security system under a totalization agreement, you may be exempt from US SE tax. The SSA website lists all current totalization agreement countries.

Authority: IRC §6012 (filing requirement); IRC §911 (FEIE and housing exclusion); IRC §911(b)(2)(D) (FEIE annual limit); IRC §911(d)(1) (bona fide residence and physical presence tests); IRC §901 (foreign tax credit); IRC §6081(d) (automatic 2-month extension); Treas. Reg. §1.6081-5; IRC §6072(c) (nonresident alien filing deadline); IRC §1401 (self-employment tax); IRC §1402(a)(11) (SE tax not reduced by FEIE); 31 USC §5314 (FBAR); IRC §6038D (Form 8938); IRS Rev. Proc. 2025-32 (2026 FEIE limit $132,900); IRS Publication 54 (Tax Guide for US Citizens and Resident Aliens Abroad).
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