Mexico Tax Residency Check
Five questions to see whether you would count as a Mexican tax resident — where your home and your centre of vital interests are, with day counts as a signal rather than the rule — and what that means for Social Security, pensions, 401(k) and IRA withdrawals before you talk to a cross-border CPA.
Updated October 2026Your tax residency verdict
Answer the 5 questions to see your verdict.
Implications for you
What to do next
Mexican tax residency is determined by SAT on facts and circumstances — where your home is and, if you have homes in two countries, where your centre of vital interests lies (Código Fiscal de la Federación, art. 9). This tool is informational. Always confirm with a Mexican-licensed tax advisor.
Disclaimer: general information for U.S. citizens living or planning to live in Mexico — not tax, legal, financial or immigration advice. Financial requirements are indicative 2026 figures: Mexican consulates apply different thresholds, documentation rules and exchange rates, and the UMA they are based on changes every year. Always confirm the requirements with the consulate handling your application, and tax questions with the IRS, SAT or a qualified professional before acting.