Organizer

Tax Year:*

Name:*

First NameLast Name

Phone Number:

Email:*

example@example.com

Primary Residence Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Secondary Residence Address (if applicable):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Marital Status:*

SingleMarriedDivorcedWidowed

Spouse's Name:*

First NameLast Name

Spouse's Phone Number:

Has your contact info changed?*

YesNo

Provide Details:*

Has the number of people living in your home changed?*

YesNo

Provide Details (Name of those who moved in or out, relationship to you):*

Has your/your family’s US immigration status changed?*

YesNo

Please Select*

Date:*

Date

Provide Details:*

Are you, your spouse, or other persons who live with you or who you support financially enrolled in college/university in the US?*

YesNo

Please provide following info:

Name of person attending college/university:*

Name of college/university:*

Has your US bank account info changed?*

YesNo

Provide Details:*

Did you buy your primary residence last year?*

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Did you sell your primary residence last year?*

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Did you BUY other real estate anywhere in the world last year?*

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Did you SELL other real estate anywhere in the world last year?*

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Did you sell other real estate anywhere in the world last year?*

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

YesNo

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Please provide the address bought/sold*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Please provide the date bought/sold*

Date

Which types of income did you have last year?*

Rows	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?*

Rows	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

Salaries/Wages:

Inside USOutside US

How many employers did you have last year INSIDE the US?

How many employers did you have last year OUTSIDE the US?

Interest Income:

Inside USOutside US

From how many accounts INSIDE the US?

From how many accounts OUTSIDE the US?

Dividend Income:

Inside USOutside US

How many investment accounts do you have INSIDE the US?

How many investment accounts do you have OUTSIDE the US?

Investment Income:

Inside USOutside US

How many investment accounts do you have INSIDE the US?

How many investment accounts do you have OUTSIDE the US?

Self-employed Business Income:

Inside USOutside US

How many different businesses are INSIDE the US?

How many different businesses are OUTSIDE the US?

Rental Income:

Inside USOutside US

How many rental properties are INSIDE the US?

How many rental properties are OUTSIDE the US?

Please complete the following table:

Rows	Property 1	Property 2	Property 3
Address
INCOME
Please provide name, address and phone number of the person who provided rental services (real estate agent)
Please provide name, address, and phone number of your property management company
EXPENSES
Advertising
Travel
Cleaning & Maintenance Fees
Association Fees
Pool Service
Lawn Service
Pest Control
Security Alarm Service
Miscellaneous
Commissions
Insurance
Legal & Professional Fees
Management Fees
Licenses & Other Fees
Mortgage Interest (please send mortgage interest statement from bank)
Other Interest
Repairs & Improvements
Supplies & Office Supplies
Property Tax
Utilities
Telephone, Internet, TV
Sales & Tourist Tax
Number of days rented
Number of days for personal use
Number of days of rent-free use by family members, friends, etc

Profit distribution from companies:

Inside USOutside 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.

Pension Income:

Inside USOutside US

How many INSIDE the US?

How many OUTSIDE the US?

Social Security Benefits Income:

Inside USOutside US

How many INSIDE the US?

How many OUTSIDE the US?

Distributions from real estate investments:

Inside USOutside US

How many real estate investment funds INSIDE the US?

How many real estate investment funds OUTSIDE the US?

Distributions from estates or trusts:

Inside USOutside US

How many estates/trust INSIDE the US?

How many estates/trust OUTSIDE the US?

Distributions from life insurances or annuities:

Inside USOutside US

How many INSIDE the US?

How many OUTSIDE the US?

Inheritances/Gifts ($100,000 or more):

Inside USOutside US

How many inheritances/gifts INSIDE the US?

How many inheritances/gifts OUTSIDE the US?

Other Income:

Inside USOutside US

How many different types of other income INSIDE the US?

How many different types of other income OUTSIDE the US?

Gambling Winnings Income:

Inside USOutside US

How many winnings inside the US?

How many winnings OUTSIDE the US?

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

Have you made gifts of $15,000 or more to any person?*

YesNo

Name of person who received gift:*

Exact amount:*

Would you like to enter more?

YesNo

Name of person who received gift:*

Exact amount:*

Are you contributing to a retirement plan, retirement savings account or other retirement fund?*

YesNo

Please provide type of retirement plan and other important info:*

Do you have a US Health Savings Account/Medical Savings Account?*

YesNo

Please provide type of US Health Savings Account / Medical Savings Account and other important info:*

Have you bought/sold/received/donated/exchanged/mined crypto currency?*

YesNo

Have you sold crypto currency?*

YesNo

Have you bought crypto currency?*

YesNo

Have you exchanged crypto currency?*

YesNo

Have you received crypto currency?*

YesNo

Have you mined/staked crypto currency?*

YesNo

Have you donated crypto currency?*

YesNo

Please upload all statements relating to crypto currency transactions.

Browse Files

If you own companies, has your ownership percentage changed?*

YesNo

Name of company:*

Type of change:*

Location:*

Please provide detailed information:*

Would you like to enter another company?*

YesNo

Name of company:*

Type of change:*

Location:*

Please provide detailed information:*

Have you acquired any NEW companies or ownership shares?*

YesNo

Name of company:*

Date business started:*

Date

Percentage acquired:*

Location:*

Please provide:*

Please enter detailed information:*

Have you sold any of your companies or shares in companies?*

YesNo

Name of company:*

Date sold:*

Date

Location:*

Please enter detailed information:*

Did you open any new bank accounts?*

YesNo

List the countries in which you opened the new bank accounts.*

Did you open any new investment accounts/life insurance contracts/pension contracts/ETFs?*

YesNo

List the type of account and the countries in which you opened the new account.*

Did you make estimated payments towards your tax return?*

YesNo

Please upload proof of your estimated tax payments:*

Browse Files

Are you planning on renouncing US citizenship or giving up your Greencard within the next 5 years?*

YesNo

Have you financed a car in the past calendar year?*

YesNo

Please upload documentation:*

Browse Files

Has anything else changed that you want us to know about?*

YesNo

Please provide further details:*

Please Select Your Language

Organizer

Personal Information

Real Estate

Which types of income did you have last year?

Other