Tax Questionnaire
Language
  • German (Germany)
  • English (US)

  • Please Select Your Language

  • Tax Questionnaire

    For Non-Resident Individuals - Tax Year {selectTax}

  • PLEASE COMPLETE FORM ENTIRELY AND DO NOT OMIT ANY QUESTIONS! WE WILL NEED ALL REQUESTED INFORMATION TO BE ABLE TO PREPARE YOUR TAX RETURN!

  • Date of birth:
     - -
  • Which is the best way to contact you?*
  • Marital status:*
  • Do you have a US Visa?*
  • Date issued
     - -
  • Browse Files
    Cancelof
  • Have you applied for or received a Green card in {selectTax} (Not played the lottery only)?*
  • When?
     - -
  • Do you have an estate plan for your Florida assets?

  • How many days did you spend in the US during the following years?

  • Did you travel to the US in {selectTax}?*
  • Have you paid vendors in {selectTax}, for whom 1099 forms have to be prepared and submitted to the IRS?*
  • Have you prepared and filed all necessary 1099 forms with the IRS?*
  • Browse Files
    Cancelof

  • Spouse Details

  • Date of birth
     - -
  • Does your spouse has a US Visa?*
  • Date issued
     - -
  • Browse Files
    Cancelof
  • Have you applied for or received a Green card in {selectTax} (Not played the lottery only)?*
  • When?
     - -

  • How many days did you spend in the US during the following years?

  • Did you travel to the US in {selectTax}?

  • Rental Income and Expenses:

  • Do you have rental income during {selectTax}?*

  •  Property # 1

  • Income:

  • Rows
  • Rows
  • Do you want to add another property

  •  Property # 2

  • Income:

  • Rows
  • Rows
  • Do you want to add another property

  •  Property # 3

  • Income:

  • Rows
  • Rows
  • Do you want to add another property

  •  Property # 4

  • Income:

  • Rows
  • Rows
  • Do you want to add another property

  •  Property # 5

  • Income:

  • Rows
  • Rows
  • Do you want to add another property

  •  Property # 6

  • Income:

  • Rows
  • Rows

  • Improvements and new Purchases:

    (Furniture, appliances, new flooring, draperies, big repairs, pool addition, new roof, new A/C etc.)

  • Please do NOT enter information that you reported on previous pages here again!

  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -
  • Do you want to list another purchase
  • Date of Purchase
     - -

  • Other Information

  • Have you sold US real estate in {selectTax}?

  • Please Upload:

  • Browse Files
    Cancelof
  • Browse Files
    Cancelof

  • US Bank Account Information for potential Tax Refund / Payment:

  • Browse Files
    Cancelof
  • Did you buy US real estate in {selectTax}?
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  • Should be Empty: