US Resident/Citizen Living Abroad FormContact InformationName* First Last Phone*Email* Client ProfileLast year a tax return was filedI don't knowI've never filed a tax return2020201920182017201620152014201320122011201020092008200720062005200420032002200120001999199819971996199519941993199219911990Did you file a state tax return on this last year as well?*NoneAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificSources of income since you last filed (Please select which of the following statements apply to you or your spouse)Income Earned while working in a foreign countryYesNoDo not select yes of this box if you are a Government employee, select yes to "Wages from the US Government or one of its agencies while residing abroad" instead.Do you pay taxes to this foreign country?YesNoWages from a US Employer?YesNoWhat is the maximum number of W-2 forms you have in any of the years to be filed?1234567891011121314151617181920Wages from the US Government or one of its agencies while residing abroad?YesNoWhat is the maximum number of W-2 forms you have in any of the years to be filed?1234567891011121314151617181920Income as self employed (1099-MISC US Income, consultants, Independent Contractors)?YesNoSelect yes if the company that pays your wages is owned by another family member, or through a trust or other company you own.What is the maximum number of 1099-Misc Forms you have in any of the years to be filed?1234567891011121314151617181920Wages from a non-US Employer?YesNoIncome (Including wages or distributions) from a company that I own directly or indirectlyYesNoSelect yes if the company that pays your wages is owned by another family member, or through a trust or other company you own.Type of legal entity?PartnershipLLCS-CorpC-CorpOtherLegal Entity (other)Country of IncorporationAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCentral African RepublicChadChileChinaColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCosta RicaCôte d'IvoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFijiFinlandFranceGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiNorth KoreaSouth KoreaKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorwayNorthern Mariana IslandsOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSudan, SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.YemenZambiaZimbabweBank Interest IncomeYesNoFrom how many banks?1234567891011121314151617181920Investment income/loss from Brokerage house transactions?YesNoHow many transactions?1234567891011121314151617181920Do you own any real estate?YesNoDo you have an outstanding mortgage on this property?YesNoIs the property for investment purpose?YesNoIs the property in the US?YesNoIncome from real estate rental?YesNoFrom how many properties?1234567891011121314151617181920Did you sell any real estate?YesNoPlease select the years when you sold real estate:Never2020201920182017201620152014201320122011201020092008200720062005200420032002200120001999199819971996199519941993199219911990Other?Income from sales of other type of property (Sale of art collections, for example; whether tangible or intangible)YesNoType of property?Do you pay or receive alimony?YesNoWhat is your gross income (Including Spouse's if married)?Under $20,000$20,000 - $30,000$30,000 - $40,000$40,000 - $50,000$50,000 - $75,000$75,000 - $100,000$100,000 - $150,000$150,000 or morePrefer Not to AnswerDid your employer provide housing, meals or pay other expenses on your behalf?YesNoDid the combined balance of your foreign financial accounts , whether you are a signatory or have control over them, directly or indirectly through one or many layers of other legal entities, exceed $10,000 at any point in the years you are filing?YesNoDid the combined balance of your foreign assets , whether owned directly or indirectly through one or many layers of other legal entities, exceed $50,000 at any point in the years you are filing?YesNoDo you have ownership interest greater than 9.9% in a foreign legal entity such as a corporation (not a trust)?YesNoIn any of the tax years to be filed, were you involved in any transactions with a foreign trust (Creating one, transfers, distributions)?YesNoDo not answer yes if you merely own a foreign trust and had no activity during the year.Did you incur in any education expenses?YesNoExpenses are for: One of the first two years of post high school education?YesNoExpenses are for: Third year or more of post high school educationYesNoStatus:Full-TimePart-TimeLess than halfDoes this program lead to a degree, certificate or other educational credential?YesNoWill this degree enable you to work in a new field different to your current profession?YesNoAre there any areas that you are aware should be discussed in your tax return but we did not address here?YesNoOther ConcernsPrivacy Policy* I accept the privacy policy "*" indicates required fieldsTo Get Started, Summarize Your Tax IssueNameEmail Phone NumberMessageHave You Read Our Fee Structure Page?*YesNo - Visit Ustaxhelp.com/fee-structure* I accept the privacy policyCAPTCHAPhoneThis field is for validation purposes and should be left unchanged. *Pricing Quotes Are Provided After Document Review
