Israeli Toshav Chozer Vatik Tax Planner
Trusted87/100Plans the Section 14 tax exemption for a toshav chozer vatik (10+ years abroad): distinguishes the vatik track from the regular track, explains when the 10-year clock starts, surfaces the 2026 reporting-obligation change (Amendment 272), and builds a 10-year cash-flow projection that classifies each income stream as exempt or taxable. Planning aid only, not binding tax advice.
Trust score 87/100 (Trusted) · 6+ installs · 2 GitHub contributors · MIT license
A toshav chozer vatik (10+ years abroad) qualifies for a 10-year tax exemption on foreign-source income under Section 14, but Amendment 272 abolished the reporting exemption for anyone who becomes resident on or after 2026-01-01. AI agents conflate the vatik track (10 years) with the regular track (6-9 years, 5-year passive exemption), miss the 90-day Section 14(b) election window, and overlook the US-citizen trap (continued US tax with no foreign tax credit available). This skill disambiguates the tracks, produces 10-year cash-flow projections, and flags the serious traps.
skills-ilnpx skills-il add skills-il/tax-and-finance@v1.1.0-israeli-toshav-chozer-vatik-tax-planner --skill israeli-toshav-chozer-vatik-tax-planner -a claude-codeInstall on Claude.ai, Claude Desktop, ChatGPT, Manus, or other platforms
- 1. Click "Download ZIP" to download the skill files.
- 2. Open Claude Desktop and go to Customize > Skills.
- 3. Click "+" and select "Upload a skill", then upload the ZIP file.
- 4. Start a new conversation. The skill will activate automatically when relevant.
When to Apply
- When a returnee needs to know whether they are vatik or regular and which exemption scope applies
- When preparing a 10-year tax cash-flow that splits exempt vs. taxable income
- When a user asks about the 2026 reporting-obligation change (Amendment 272)
- When a US citizen is returning and forgetting the Israeli exemption does NOT help against US tax
- When a user asks about RSU or option vesting during foreign residency and needs sourcing calculation
Try These Prompts
I returned to Israel after 11 years in the US. Am I a toshav chozer vatik for tax purposes? What does that mean for RSUs that will vest in the next two years, and for rental income from a California apartment I own?
I plan to return to Israel in November 2026 after 12 years in London. How does the Amendment 272 change effective 2026-01-01 affect me? Do I still get the 10-year tax exemption?
I returned 60 days ago. I heard there is an acclimation-year option. What is it, who is it for, and when do I need to file?
I'm a US-Israeli dual citizen returning to Israel after 13 years in New York. Does the 10-year Israeli exemption also help me against the IRS?
Frequently Asked Questions
Changelog
Added the 2028-2029 75-day-presence clawback, the 140,000 NIS family-employment sub-cap, the explicit exclusion list (rental/interest/dividends) for Hok Iddud, Section 97(b3) anchor for foreign capital gains, Amendment 272 trustee-level reporting obligation, and the tax-credit-points benefit for returnees and olim.
May 26, 2026
Added Shivat Zion plain-English explainers (Tax Benefits for Olim, Toshav Chozer overview) to Reference Links. Substantive tax content already deeper than the source; reference-link-only patch.
May 23, 2026
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