FATCA Portugal 2026: FBAR, Form 8938 & Anexo J
FATCA Portugal for Americans: FBAR $10,000 rule, Form 8938 thresholds, Anexo J, PFIC traps, missed filings and 2026 deadlines.
NIF, tax residency, IRS deadlines, and when to get professional tax advice in Portugal.
This section explains the tax topics foreigners in Portugal usually need to understand first, including NIF, IRS, tax residency, deadlines, and where professional advice is important.
Practical guides ordered by the most recently updated.
10 guides
FATCA Portugal for Americans: FBAR $10,000 rule, Form 8938 thresholds, Anexo J, PFIC traps, missed filings and 2026 deadlines.
IRS Portugal 2026 guide for foreigners filing 2025 income. Covers Modelo 3, Annex J, foreign accounts, refunds, late returns and corrections.
UK and US pension tax in Portugal for 2026: State Pension, NHS/government pensions, SIPP lump sums, US Social Security, 401(k), IRA and Anexo J.
Calculate IMI and AIMI in Portugal for 2026. Check property tax rates, VPT thresholds, exemptions, payment dates and worked examples.
IRS Jovem Portugal 2026 explained for foreigners: who qualifies, the 10-year schedule, transitional rules, age cut-off, income cap, employer withholding and how to claim it.
Portugal tax calendar 2026 for foreign residents: key IRS, e-Fatura, IMI, IUC, recibos verdes and payment deadlines, including March review and 31 August IRS payment.
Learn how e-Fatura works in Portugal, the 2 March 2026 invoice deadline, the 16–31 March review window, IRS deductions, rent, pharmacy rules and common mistakes.
Understand Portugal capital gains tax in 2026, including property, stocks, crypto, exemptions, reinvestment rules, and what foreign residents should check.
NHR closed to new applicants under Portugal's 2024 State Budget (Lei 82/2023), replaced by IFICI's 20% flat tax. See who still qualifies, the 15 January deadline, and real 2026 numbers. Updated July 2026.
A practical Portal das Finanças guide for foreigners: password, login, tax address, e-Fatura, IRS, certificates, and what not to submit blindly.