Treaty Optimisation Planner
Maximise treaty benefits across all your income types. Compare FEIE vs FTC strategies, treaty article elections, and withholding rate reductions.
Your Income Sources
Settings
Treaty Optimisation Strategies
Income Splitting: Different treaty articles apply to different income types. Employment income (Article 15), dividends (Article 10), interest (Article 11), royalties (Article 12), and pensions (Article 18) each have separate rules. Optimise each separately.
Form 8833 Disclosure: Whenever you take a treaty position that reduces or modifies US tax, you must file Form 8833. Failure to disclose = $1,000 penalty per position.
Savings Clause Exception: Most US treaties have a "savings clause" allowing the US to tax its citizens as if the treaty didn't exist. But specific exceptions exist for pensions, social security, and certain exemptions — these are where the real value lies for US expats.