Y2J Tools
Free cross-border tax calculators and decision wizards for Americans in Israel, built by the team that files these forms every day.
Calculators
US Pension Tax Projection: Section 9(g)
Calculate US federal tax on pension and IRA distributions as sole income. This is the number you need for an Israeli Section 9(g) exemption claim. Full bracket breakdown with a printable summary.
Open tool401(k) & IRA Contribution Calculator
Contribution limits for 401(k), Traditional IRA, Roth IRA, SEP IRA, Solo 401(k), and SIMPLE IRA, with catch-up contributions, phase-outs, and US-Israel filer notes.
Open toolFBAR & FATCA Reporting Checker
Enter your foreign accounts and find out which reporting forms you need. Covers FBAR, FATCA (Form 8938), PFIC flags, and Form 3520 triggers.
Open toolIRS Interest & Penalty Calculator
Late filing and late payment penalties, estimated tax underpayment (Form 2210), and balance-due interest, including lives-abroad adjustments and Israel-related relief.
Open tool1042-S Withholding Calculator
Nonresident withholding on US-source income, with pre-loaded treaty rates for Israel and other countries, a gross-up calculator, and a treaty rate reference table.
Open toolPartnership Withholding (8804/8805)
Section 1446 withholding on foreign partners' effectively connected income. Multi-partner support, installment schedule (Form 8813), and underpayment estimates.
Open toolDecision Wizards
US Tax Residency & Filing Status Wizard
Should you file 1040, 1040-NR, or dual-status? Walks through citizenship, green card, the Substantial Presence Test, first-year elections, and the US-Israel treaty tie-breaker.
Open toolGift Tax & Foreign Gift Filing Wizard
Determine whether you need Form 709 (US gift tax) or Form 3520 (foreign gifts received): annual exclusion, lifetime exemption, non-citizen spouse rules, and foreign trust distributions.
Open toolForm 5471 Category Finder
Answer a short series of questions about your foreign corporation ownership and see which Form 5471 filer categories apply, which schedules to file, and the penalty exposure.
Open toolThese tools provide estimates for informational purposes only and do not constitute tax advice. Cross-border situations are rarely simple. For guidance on your specific facts, book a consultation.
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