Courses

Track B: becoming tax resident abroad

For the student who will live abroad most of the year and become tax resident there while keeping a US domicile: when residence starts, the years before the move, a pre-move checklist, the treaty, income taxed twice but paid once, wealth and inheritance, reporting, the visa, a long-term home, public healthcare, withdrawal order, the yearly calendar and coming home.

Lessons marked "Free preview" are open to everyone. Enroll in Retire to France on US income to open the rest.

Module 1: Before you move

When residence starts, what to do while only the US taxes you, cutting state ties, and your pre-move checklist.

  1. B1 When your residence starts · 3 min
  2. B2 The years before the move · 6 min · calculator
  3. B3 Cutting state domicile cleanly · 3 min
  4. B4 Your pre-move checklist · 5 min · calculator France

Module 2: Two tax systems

The treaty, double taxation and credits, wealth and inheritance, and reporting US accounts abroad.

  1. B5 How the tax treaty actually works · 3 min France
  2. B6 Your income, taxed twice, paid once · 6 min · calculator France
  3. B7 Wealth, exit and inheritance taxes · 3 min France
  4. B8 Reporting your US accounts abroad · 3 min

Module 3: Settling in

The residence permit, a long-term home and joining the public health system.

  1. B9 Your visa and residence permit · 5 min · calculator France
  2. B10 Renting your first long-term home · 3 min France
  3. B11 Joining the public health system · 3 min France

Module 4: Year by year

Withdrawal order, the compliance calendar, and coming home.

  1. B12 Withdrawal order when two countries tax · 5 min · calculator France
  2. B13 Your yearly compliance calendar · 3 min France
  3. B14 Coming home · 3 min