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Tax Year
*
2014
2015
2016
2017
2018
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2022
2023
2024
2025
2026
Marital status:
*
Single
Divorced
Widowed
Married
Name:
*
First Name
Last Name
Name of spouse:
*
First Name
Last Name
Email
*
example@example.com
Has your contact info changed?
*
Yes
No
Enter info
*
Has your US bank account info changed?
*
Yes
No
Enter bank name
*
Enter account number
*
Enter routing number
*
Has the amount of people living in your home changed?
*
Yes
No
Enter info (Name of the person who moved in or out, relationship to you):
*
Has your/your family’s US immigration status changed?
*
Yes
No
Please Select
*
became US citizen
- received Greencard
- gave Greencard back
- renounced US citizenship
- other
Please Provide More Information.
*
Are you, your spouse, or other persons who live with you or who you support financially enrolled in college/university in the US?
*
Yes
No
Please provide following info
Name of person attending college/university
*
Name of college/university
*
1. Did you buy your primary residence last year?
*
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
2. Did you sell your primary residence last year?
*
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
3. Did you buy other real estate anywhere in the world last year?
*
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
4. Did you sell other real estate anywhere in the world last year?
*
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date:
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Would you like to enter another property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date
-
Month
-
Day
Year
Date
Please provide the address bought/sold
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please provide the date bought/sold
*
-
Day
-
Month
Year
Date
Which types of income did you have last year?
*
Inside US
Outside US
Interest Income
Dividend Income
Investment income
Salaries / Wages
Self-employed Business Income
Profit distribution from companies
Pensions
Social Security Benefits
Gambling winnings
Rental Income
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Other
No income
Which types of income did you have last year?
*
Inside US
Outside US
Pensions
Social Security Benefits
Gambling winnings
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Other
No income
Which types of income did you have last year:
Interest Income:
Inside US
Outside US
From how many accounts inside the US?
(insert no of accounts)
From how many accounts outside the US?
(insert no of accounts)
Dividend Income:
Inside US
Outside US
How many investment accounts do you have inside the US?
(insert no of accounts)
How many investment accounts do you have outside the US?
(insert no of accounts)
Investment income:
Inside US
Outside US
How many investment accounts do you have inside the US?
(insert no of accounts)
How many investment accounts do you have outside the US?
(insert no of accounts)
Salaries / Wages:
Inside US
Outside US
How many employers did you have last year inside the US?
1
2
3
4
How many employers did you have last year outside the US?
1
2
3
4
Self-employed Business Income:
Inside US
Outside US
How many different businesses are inside the US?
1
2
3
4
How many different businesses are outside the US?
1
2
3
4
Profit distribution from companies:
Inside US
Outside US
Please list all names of companies you received profit distributions from inside the US.
Please list all names of companies you received profit distributions from outside the US.
Rental Income:
Inside US
Outside US
How many rental properties are inside the US?
1
2
3
4
5
6
7
8
9
10
How many rental properties are outside the US?
1
2
3
4
5
6
7
8
9
10
Please upload all that apply to you: 1099-Int, 1099-Div, 1099-B, 1099-Misc, 1099-NEC, W-2 1099-SSA, 1099-R, 1099-G, K-1:
Browse Files
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Have you sold, bought, inherited, received as a gift, given as a gift ownership rights in a business, corporation, limited liability company, partnership trust or any other entity where you owned or now own 10% or more?
*
Yes
No
Please provide name of entity
*
Date sold/bought/inherited /received
*
-
Day
-
Month
Year
Date
Percentage received:
Have you made gifts of $15,000 or more to any person?
*
Yes
No
Name of person who received gift
*
Exact amount
*
Would you like to enter more?
Yes
No
Name of person who received gift
*
Exact amount
*
Are you contributing to a retirement plan, retirement savings account or other retirement fund?
*
Yes
No
Please provide type of retirement plan and other important info
*
Do you have a US Health Savings Account / Medical Savings Account?
*
Yes
No
Have you sold crypto currency?
*
Yes
No
Please upload all statements that show the sell and the basis of the crypto currency:
Browse Files
Cancel
of
Have you bought crypto currency?
*
Yes
No
Have you exchanged crypto currency?
*
Yes
No
Have you received crypto currency?
*
Yes
No
Have you mined/staked crypto currency?
*
Yes
No
Have you donated crypto currency?
*
Yes
No
If you own companies, has your ownership percentage changed?
*
Yes
No
Name of company?
*
Type of change:
*
sold
bought
received as gift
gifted
inherited
Would you like to enter another company?
*
Yes
No
Name of company?
*
Type of change:
*
sold
bought
received as gift
gifted
inherited
Please enter more information
Have you acquired any new companies?
*
Yes
No
Name of company?
Date business started?
-
Month
-
Day
Year
Date
Percentage acquired?
List the names of oth
*
Please enter detailed information
*
Have you sold any of your companies or shares in companies?
*
Yes
No
Name of company?
Date sold?
-
Month
-
Day
Year
Date
Please enter detailed information
*
Has anything else changed that you want us to know about?
*
Yes
No
Enter info
*
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