US-Person Israeli Investment Check

Legal notice

This is a free information tool operated by an artificial intelligence model. It applies published statutory tests and the criteria in a published Revenue Procedure to product features you describe, and produces a screening table. It does all of this without the involvement, review, or approval of a licensed tax adviser, accountant, or attorney.

It is not tax advice, it is not a filed return, and it is not a professional opinion. It does not, and cannot, give you a final classification of any product. The IRS has never issued guidance naming Israeli savings products, whether a particular arrangement is a foreign trust or a PFIC for US purposes turns on that specific plan's terms and on that specific fund's holdings, and practitioners genuinely differ. What this tool produces is a preliminary screening worksheet: which test a product appears to pass or fail, and the question to put to a preparer. It does not read your plan documents, does not examine any fund's actual holdings, does not make or evaluate any election, and does not prepare any form.