Exit Tax Estimator

Estimate your potential US exit tax liability. This tool provides rough estimates only and is not a substitute for professional tax advice.

This tool is for informational and educational purposes only. Results are estimates based on publicly available data and should not be considered financial, legal, tax, or immigration advice. Always consult with qualified licensed professionals before making decisions.

Important: This estimator provides very rough estimates for educational purposes only. The actual exit tax calculation is extremely complex and depends on many factors not captured here. Do NOT use this tool for actual tax planning. Consult with a qualified cross-border tax attorney or CPA.

Estimated Net Worth (all worldwide assets)

$3,000,000

Approximate Total Cost Basis

$1,500,000

Covered Expatriate Status

Yes (net worth test)

Deemed Gain

$1,500,000

Exclusion Amount

$866,000

Taxable Gain

$634,000

Estimated Exit Tax (at ~23.8%)

$150,892

This is a simplified estimate using the net worth test only. The actual exit tax calculation involves mark-to-market valuation of individual assets, deferred compensation rules, specified tax-deferred account rules, and other complex factors. This estimate uses a blended rate of 23.8% (20% capital gains + 3.8% NIIT). Actual rates vary. This tool is for educational purposes only.