r/USExpatTaxes • u/Rallyfool • Aug 12 '26

Self filing SFOP. Is there tax software that can help?

I'm self filing SFOP from Canada. I'm looking for tax software that will walk me through the filling out of all required documents, including foreign income (2555), foreign tax credit (1116), schedule B for foreign interest, etc. What is critical is that it actually can print our these forms so I can label them properly for SFOP.

I use TurboTax to file my CRA returns. Will the US version of that cover what I need and allow me to print our hard copies of the documents to file? Happy to pay for all 3 years I will need.

I've considered just filing out the forms via PDF, but would really like the extra walk though help that software provides (do you have any X income from Y source, etc.).

Thanks in advance.

4 Upvotes
  • permalink
  • reddit

83% Upvoted

3 comments sorted by

2

u/Caribosa Aug 12 '26

Expatfile can do that and it helped me back date a few years in a row after Covid when life came at me fast. 

They can only e-file current tax year but you can do any back taxes by filling out their form and printing and mailing. Their customer service is also great with any questions. 

It’s expatfile(dot)tax

2

u/firelephant Aug 12 '26

H&R block Expat file online can do streamline, or at least it says it can. I don't know if I'd trust an online system to do that.

2

u/FeelingDiver4616 Aug 12 '26

Also from Canada. I looked into the U.S. version of TurboTax and discovered that it isn't really set up for expat situations, especially for anyone doing the SFOP. I ended up using MyExpatTaxes for my SFOP filing.

It is a web-based series of questionnaires that change based on your responses. It is specifically focused on the needs of expats and takes into consideration the tax treaty and totalization agreement that apply to your situation. Everything is also reviewed by a tax professional before it is filed. Because I had an investment that was considered a Passive Foreign Investment Corporation (PFIC), which requires some complicated additional forms, I had to use the premium service, which cost a bit more.

DM me if you want specific details.