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US Expat Taxes in Spain

Spain is an increasingly popular destination for American expatriates drawn by its quality of life, climate, and culture. Understanding the tax implications of living in Spain is crucial, particularly regarding the Beckham Law and dual foreign asset reporting requirements.

Tax Treaty Information

Active Tax TreatySince 1990
  • Reduced withholding rates on dividends (10-15%), interest (10%), and royalties (5-10%)
  • Pension income provisions with sourcing and taxation rules
  • Real property gains taxation provisions
  • Government service income allocation
  • Student and trainee exemption provisions

FBAR & FATCA Requirements

US citizens in Spain must report all Spanish bank accounts, investment accounts, pension plans, and insurance products on the FBAR if aggregate values exceed $10,000. Spain has a FATCA intergovernmental agreement. Additionally, Spain requires its own foreign asset reporting via Modelo 720 for assets exceeding 50,000 euros per category.

Foreign Earned Income Exclusion (FEIE)

US expats in Spain can qualify for the FEIE through the Bona Fide Residence Test or Physical Presence Test. Spain's progressive tax rates (19%-47%) make the Foreign Tax Credit often more beneficial for higher earners.

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Our Enrolled Agents specialize in US expat tax filing and can ensure you're fully compliant with both US and Spain tax obligations.

Common Tax Issues in Spain

  • 1Spain's Modelo 720 foreign asset reporting creates dual reporting obligations alongside FBAR
  • 2The Beckham Law special tax regime interaction with US treaty benefits
  • 3Spanish wealth tax varies by region and is not creditable as income tax
  • 4Spanish pension plans have different treatment under US tax rules
  • 5Non-resident vs. resident tax status determination impacts both jurisdictions
  • 6Spanish capital gains from property sales and interaction with US reporting

Filing Deadlines

Regular FilingApril 15
ExtensionOctober 15
FBAR DeadlineApril 15 (auto-extended to October 15)

Local Tax Rates

Income Tax

19%-47% (varies by autonomous community)

Capital Gains

19%-28%

VAT/GST

21% (10% reduced, 4% super-reduced)

Local Resources

US Embassy in Madrid

Consular services for US citizens in Spain

Agencia Tributaria

Spanish national tax agency

IRS International Taxpayers

IRS resources for US citizens abroad

Frequently Asked Questions: US Taxes in Spain

What is the Beckham Law and can US expats use it?
The Beckham Law allows qualifying new residents to be taxed at a flat 24% on Spanish-source income only for up to 6 years. US expats can potentially use this, but it complicates US treaty benefit claims.
Do I need to file Modelo 720 as a US citizen in Spain?
If you are a Spanish tax resident with foreign assets exceeding 50,000 euros in any category, you must file Modelo 720. This is in addition to your US FBAR and Form 8938 obligations.
How does the Spanish wealth tax affect me?
Spain imposes a wealth tax on net worldwide assets for residents. This tax is not creditable as an income tax on your US return.
Is my US 401(k) or IRA reported on Modelo 720?
Yes. As a Spanish tax resident, you must report US retirement accounts on Modelo 720 if they exceed the 50,000 euro threshold.

Related Country Guides

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    US Expat Taxes in Spain: Complete Guide 2026 | Zenith Financial | Zenith Financial Advisors