Expat Tax Calculator
Estimate expatriate tax liability with foreign income exclusion and credits.
About Expat Tax Calculator
The exclusion removes income from the home tax base up to a cap, and the foreign tax credit then offsets tax on whatever remains. The two generally cannot be claimed on the same income. Whether to claim the exclusion or the credit depends on the relative tax rates, and the choice can bind for several years once made.
Formula
Expat Tax
Home tax = (income − exclusion) × rate, reduced by the foreign tax credit
- foreign earned income exclusion
- Excludes earned income up to an annual cap
- foreign tax credit
- Offsets home country tax by tax already paid abroad
Worked example
With the default values below, Expat Tax Calculator returns Home Country Tax Still Due of $0.00. Change any input above and every figure here is recalculated in your browser.
Inputs used
- Foreign earned incomeminimum 0
- 95,000
- Foreign earned income exclusion limitminimum 0
- 126,500
- Foreign tax already paidminimum 0
- 18,000
- Home country marginal tax rateaccepts 0–60 %
- 24 %
- Housing exclusion claimedminimum 0
- 8,000
Results
- Home Country Tax Still Due
- $0.00
- Income Excluded
- $95,000.00
- Taxable Income After Exclusion
- $0.00
- Foreign Tax Credit Applied
- $0.00
- Total Tax Across Both Countries
- $18,000.00
Step by step
- 1Values used
- 2Expat Tax
- 3Home Country Tax Still Due= 0.00
- 4Income Excluded= 95,000.00
- 5Taxable Income After Exclusion= 0.00
- 6Foreign Tax Credit Applied= 0.00
- 7Total Tax Across Both Countries= 18,000.00
Assumptions and limits
- The result is derived only from the 5 inputs listed above. Anything not among them is not part of the calculation.
- In particular, this calculator does not take inflation, fees or charges or compounding frequency into account.
- Figures are rounded for display to 2 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
- This is a simplified illustration and not tax advice. Expatriate taxation involves residency tests, treaty provisions, social security agreements and filing obligations that vary by country. Consult a qualified cross-border tax adviser.
How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.
This is a simplified illustration and not tax advice. Expatriate taxation involves residency tests, treaty provisions, social security agreements and filing obligations that vary by country. Consult a qualified cross-border tax adviser.
Frequently Asked Questions
How is Expat Tax calculated?
Home tax = (income − exclusion) × rate, reduced by the foreign tax credit The exclusion removes income from the home tax base up to a cap, and the foreign tax credit then offsets tax on whatever remains. The two generally cannot be claimed on the same income.
Why does Expat Tax matter?
Whether to claim the exclusion or the credit depends on the relative tax rates, and the choice can bind for several years once made.
What values do I need to enter?
This calculator takes 5 inputs: Foreign earned income, Foreign earned income exclusion limit, Foreign tax already paid, Home country marginal tax rate, Housing exclusion claimed. The pre-filled defaults are a realistic starting point — replace them with figures from your own environment for a result you can act on.