Quote Request Questionnaire

1
What is your full name?* This field is required.Full name (as shown on your social security card or ITIN).
First Name
Middle Name
Last Name
2
What is your common name?* This field is required.What friends call you.
3
What is your email address?* This field is required.
example@example.com
Confirm Email
4
Did we prepare your return last year?* This field is required.
Yes, you did.
No, not last year.
No, but I worked with you prior to last year.
5
For what calendar year would you like a tax return prepared?* This field is required.Please make just one choice for now.
2024
2023
2022
2021
2020
2019
6
If you are a US citizen or resident, would you like us to prepare a tax return for an entity, such as a corporation, S corporation or partnership?
No, I just need a personal income tax return.
I'm a nonresident of the US and would like you to help me understand what I need.
Yes, instead of a personal tax return (Form 1040), I would just like a return for an entity.
7
Prior to sending a quote for your entity tax return, I suggest that we discuss your request so I can better understand your needs. I will answer any questions you have and describe how our system works. We generally request financial statements (income statement and balance sheet) to provide a quote.

So we can coordinate our calendars, I have a link for you to schedule a phone, Zoom or Microsoft Teams conference with me at your convenience: https://calendly.com/gwc-1/30min. This is a free half-hour consultation. Note that when you click the link, you will be out of the questionnaire.

Alternatively, if you would rather correspond by email, please contact me at gary@gwcarter.com.
8
Thanks for using our questionnaire {whatIs40}. If there is nothing further for now, I look forward to talking with you. You can exit the questionnaire or select Next to go to the end.
9
We have a few more questions so we can understand your filing requirements, {whatIs40}. If you are married, we will have questions for your spouse later. Would you like a quote for:An amended return means you have already filed but screwed it up somehow and would like to file again.
An Original Return?
An Amended Return?
10
Please describe the reasons for amending your return. If you would like to request multiple year amended returns, specify the years you would like amended. We will contact you regarding the other years. Your answers to this questionnaire should be based on {forWhat}.
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Large
Normal
Small
Ok
Ok
11
Do you currently reside in the United States?
YESNO
12
What type of U.S. identification number do you have?An ITIN that has not been used on a federal tax return at least once in the last three years will need to be renewed.
Social Security Number
Individual Taxpayer Identification Number (ITIN)
Expired ITIN
None.
13
If you have a dependent or spouse without a social security number or ITIN, would you like to apply for an ITIN for them if they qualify?Note that you cannot apply for your spouse or dependents if you file a nonresident return.
YESNO
14
Were you a U.S. citizen or lawful permanent resident of the United States (green card holder) at all times during {forWhat}?
YESNO
15
How many days were you present in the United States during {forWhat}?
16
If your citizenship or green card status began or ended during {forWhat}, please describe 1) whether you were a citizen or green card holder, and 2) date of activation and where you lived prior to activation, or 3) date of termination and where you lived after termination.If you were never a citizen or green card holder just select NEXT.
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Large
Normal
Small
Ok
Ok
17
What is your country of residence, or if living in the United States, your country of residence immediately before your arrival?In order to determine potential treaty benefits, we need to know your country of tax residence, even if you are a citizen of another country. Please don't enter United States.
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
18
In {forWhat} did you own a 25 percent or greater interest in one or more of the following entities formed in the United States?
A corporation
A single-member limited liability company
A multi-member limited liability company
I did not have any ownership of 25% or more.
19
Were you present in the United States at any time during {forWhat}?
YESNO
20
Were you present in the United States during {forWhat} as an A or G visa holder?
YESNO
21
Did you change your visa status during {forWhat}?
YESNO
22
Changing from an A or G visa status to a status that is not exempt from the substantial presence test, or vice versa, presents options that we will clarify for you in the engagement letter. Please explain 1) when the change was made, 2) the visa status you changed from and to, 3) the number of days present in the United States prior to the change, 4) the number of days present in the United States after the change, and 5) your visa status on December 31, {forWhat}.
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Large
Normal
Small
Ok
Ok
23
Were you present in the United States as a student, teacher, researcher or trainee (or immediate family member) with F, J, M or Q visa status during {forWhat}?
YESNO
24
This gets a little tricky {whatIs40}, so we might need to ask you some questions after you submit the questionnaire. An F, J, M or Q visa holder is considered exempt from the ''substantial presence test" for various lengths of time. That means you might be considered a nonresident of the US, even if living here. In the space below, please provide: 1) the year you first entered the US, 2) your visa status on entry, 3) when, if ever, you changed visa status. We will determine your residency status. (We also have a tool that allows you to determine your residency status on you own at https://gwcarter.com/residencytest/, but if you go there now, it will take you out of our questionnaire.)
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Large
Normal
Small
Ok
Ok
25
Were you present in the United States for at least 31 days during {forWhat}?Based on your previous answers, you were not an "exempt individual" during the calendar year, meaning your days of presence in the United States count toward the substantial presence test.
YESNO
26
What was your visa status in {forWhat}? If you had more than one, please list all that apply.For example, B-1, L-1, H-1b, etc.
27
How many days were you present in the United States during the calendar year two years prior to {forWhat}?For example, if the year you are testing for is 2022, provide the days present in 2020.
28
How many days were you present in the United States during the calendar year one year prior to {forWhat}? For example, if the year you are testing for is 2022, provide the days present in 2021.
29
How many days were you present in the United States during {forWhat}?
30
The number of days calculated for the substantial presence test is:
31
Approximately how much income did you receive worldwide in {forWhat}? (If you are married, exclude your spouse's income.)
Under $50,000
Between $50,000 and $100,000
Between $100,000 and $200,000
Between $200,000 and $400,000
Between $400,000 and $800,000
Between $800,000 and $1,500,000
Between $1,500,000 and $3,000,000
Over $3,000,000.
32
If you lived in the United States in {forWhat}, in what state or states did you live?You can enter more than one state if applicable.
Not Applicable
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Marianas Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Virgin Islands
Washington
West Virginia
Wisconsin
Wyoming
33
Did you receive any of the following receipts from sources in the United States in {forWhat}? (If you are married, we will ask these questions for your spouse later.)It is important to check all that apply.
Annuity Income
Bank or bond interest
Distributions from an IRA
Dividends
Farm Income
Gambling income
K-1 from a hedge fund partnership
K-1 from a business or real estate partnership
K-1 from an S corp
K-1 from a trust or estate
Pension income or distributions
Proceeds from cryptocurrency trades
Proceeds from the sale of a personal residence
Proceeds from the sale of other real estate
Proceeds from stock sales
Rental income
Royalties from oil or minerals
Royalties from publications
Scholarship or fellowship income
Self employment income (from your business or contracts)
Social security payments
Wages, salary or other employee compensation
I did not receive any on these types of income from sources within the U.S.
34
How many K-1s did you receive from hedge fund investment partnerships for {forWhat}?
35
How many K-1s did you receive from partnerships that are not hedge fund investments for {forWhat}?
36
How many K-1s did you receive from S corporations for {forWhat}?
37
How many trust or estate K-1s did you receive for {forWhat}?
38
Roughly how many cryptocurrency trades did you make in {forWhat}?
39
Roughly how many stock trades did you make in {forWhat}?
40
If you received 1099 forms from U.S. financial institutions for {forWhat}, approximately how many did you receive?
41
If you received 1042-S forms from U.S. sources for {forWhat}, approximately how many did you receive?
42
Please provide the number of U.S. real estate properties you sold in {forWhat} (including your personal residence).
43
In what state (or states) was the real estate that you sold located?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
44
Please provide the number rental properties you owned in the United States in {forWhat}.
45
In what state (or states) was your rental property located?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
46
Please provide the number of businesses you owned in the United States as a sole proprietor in {forWhat}.
47
In what state (or states) was your business activity located?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
48
How many U.S. employers did you have in {forWhat}?
49
In what state (or states) were you employed?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
50
If you had income from any state or states not already reported, please show them here.
None
None
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Marianas Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Virgin Islands
Washington
West Virginia
Wisconsin
Wyoming
State or States
51
If you lived in the United States, did you employ a nanny or other domestic worker who qualifies as an employee, for whom you would like to pay social security tax?If this question does not apply to you, just select NEXT.
YESNO
52
Did you buy health insurance through a government run marketplace?
YESNO
53
Did you receive any of the following receipts from sources outside the United States in {forWhat}? (If you are married, we will ask these questions for your spouse later.)Check all that apply.
Annuity Income
Bank or bond interest
Dividends
Gifts of cash or property worth $100,000 or more from a nonresident alien or foreign estate
Farm Income
Proceeds from cryptocurrency trades
Gambling income
Partnership income
Pension income or distributions
Proceeds from the sale of a personal residence
Proceeds from the sale of other real estate
Proceeds from stock sales
Rental real estate income
Royalties from oil or minerals
Royalties from publications
Self employment income (from your business or contracts)
Wages, salary or other employee compensation
I did not receive any on these types of income from sources outside the U.S.
54
Roughly how many foreign cryptocurrency trades did you make in {forWhat}?
55
Please provide the number of foreign real estate parcels you sold in {forWhat} (including your personal residence).
56
Roughly how many foreign stock trades did you make in {forWhat}?
57
Please provide the number rental properties you owned outside the United States in {forWhat}.
58
Please provide the number of businesses you owned outside the United States as a sole proprietor in {forWhat}.
59
Did you have any direct or indirect ownership in a disregarded entity outside the United States in {forWhat}?
YESNO
60
Did you have any accounts, pensions, retirement accounts, tax-favored savings accounts, investments, or interests in business entities outside the United States in {forWhat}?
YESNO
61
Please check each box that indicates an asset you held in {forWhat}. This is really important, so please select carefully.
Foreign bank account
Foreign brokerage account holding mutual funds
Foreign brokerage account holding stocks and bonds
Foreign stocks or securities not held in a financial account
Foreign hedge funds or foreign private equity funds
Foreign pension or retirement account
Foreign commodity futures or options accounts
Foreign life insurance policy
Foreign trust, either as a grantor, beneficiary, or both
Direct or indirect ownership in a foreign partnership of 10% or more
Direct or indirect ownership in a foreign corporation or limited company of 10% to 50%
Direct or indirect ownership in a foreign corporation of more than 50%
62
What was your marital status at the end of {forWhat}?
Married
Single
63
If your marital status changed during the year, please provide details.
Huge
Large
Normal
Small
Ok
Ok
64
Although your spouse might not have a filing requirement, it is important for us to know your spouse's status so we can advise you about all your filing options.
65
What is the full name of your spouse?Full name (as shown on your spouse's social security card or ITIN).
First Name
Middle Name
Last Name
66
What is your spouse's common name? What do friends call your spouse?
67
What type of U.S. identification number does {whatIs41} have?An ITIN that has not been used on a federal tax return at least once in the last three years will need to be renewed.
Social Security Number
Individual Taxpayer Identification Number (ITIN)
Expired ITIN
None
68
Was {whatIs41} a U.S. citizen or lawful permanent resident of the United States (green card holder) at all times during {forWhat}?
YESNO
69
If {whatIs41}'s citizenship or green card status began or ended during {forWhat}, please describe 1) whether {whatIs41} was a citizen or green card holder, and 2) date of activation and where {whatIs41} lived prior to activation, or 3) date of termination and where {whatIs41} lived after termination.If {whatIs41} was a citizen or green card for the whole year, select NEXT.
70
What is {whatIs41}'s country of residence, or if living in the United States, {whatIs41}'s country of residence immediately before arriving in the United States?We need to know your spouse's country of tax residence, even if a citizen of another country.
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
71
In {forWhat} did {whatIs41} own a 25 percent or greater interest in one or more of the following entities formed in the United States?
A corporation
A single member limited liability company
A multi-member limited liability company
There was no ownership of 25% or more.
72
Was {whatIs41} present in the United States at any time in {forWhat}?
YESNO
73
Was {whatIs41} present in the United States as an A or G visa holder in {forWhat}?
YESNO
74
Did {whatIs41}'s visa status change in {forWhat}?
YESNO
75
Changing from an A or G visa status to a status that is not exempt from the substantial presence test, or vice versa, presents options that we will clarify for you in the engagement letter. Please explain 1) when the change was made, 2) the visa status {whatIs41} changed from and to, 3) the number of days present in the United States prior to the change, and 4) {whatIs41}'s visa status on December 31, {forWhat}.
Huge
Large
Normal
Small
Ok
Ok
76
Was {whatIs41} present in the United States as a student, teacher, researcher or trainee (or immediate family member) with F, J, M or Q visa status during {forWhat}?
YESNO
77
This gets a little tricky, so we might need to ask you some questions after you submit the questionnaire. An F, J, M or Q visa holder is considered exempt from the ''substantial presence test" for various lengths of time. That means {whatIs41} might be considered a nonresident of the US, even if living here. In the space below, please provide: 1) the year {whatIs41} first entered the US, 2) the visa status on entry, and 3) when, if ever, {whatIs41} changed visa status. We will determine the residency status for {whatIs41}. (We also have a tool that allows you to determine your residency status on you own at https://gwcarter.com/residencytest/, but if you go there now, it will take you out of our questionnaire.)
Huge
Large
Normal
Small
Ok
Ok
78
Was {whatIs41} present in the United States for at least 31 days during {forWhat}?Based on your previous answers, {whatIs41} was not an "exempt individual" during the calendar year, meaning {whatIs41}'s days of presence in the United States count toward the substantial presence test.
YESNO
79
What was {whatIs41}'s visa status in {forWhat}? If {whatIs41} had more than one, please list all that apply.For example, B-1, L-1, H-1b, etc.
80
How many days was {whatIs41} present in the United States during the calendar year two years prior to {forWhat}?For example, if the year you are testing for is 2022, provide the days present in 2020.
81
How many days was {whatIs41} present in the United States during the calendar year prior to {forWhat}?For example, if the year you are testing for is 2022, provide the days present in 2021.
82
How many days was {whatIs41} present in the United States during {forWhat}?
83
The number of days calculated for {whatIs41}'s substantial presence test is:
84
Here are some reasons for providing additional information for {whatIs41}: 1) Generally, if you and {whatIs41} were both citizens or permanent residents in {forWhat}, your combined tax liability will be lower if you file a joint return. 2) Even if one or both of you are nonresidents, it might be advantageous to elect to file a joint resident return. The foreign tax credit and/or the foreign earned income exclusion reduce or eliminate double taxation. 3) If you and {whatIs41} are dual status aliens and {whatIs41} had U.S. source income in {forWhat}, {whatIs41} has a U.S. tax filing obligation for {forWhat}. We can advise you on your best option only if we have complete income information for {whatIs41}. If you would like to provide {whatIs41}'s income information, select YES. If you do not wish to provide {whatIs41}'s income information, select NO.
YESNO
85
Approximately how much income did {whatIs41} receive worldwide in {forWhat}?
Under $50,000
Between $50,000 and $100,000
Between $100,000 and $200,000
Between $200,000 and $400,000
Between $400,000 and $800,000
Between $800,000 and $1,500,000
Between $1,500,000 and $3,000,000
Over $3,000,000
86
Did {whatIs41} receive any of the following receipts from sources in the United States in {forWhat}?Check all that apply.
Annuity Income
Bank or bond interest
Distributions from an IRA
Distributions from a trust
Dividends
Farm Income
Gambling income
K-1 from a hedge fund partnership
K-1 from a business or real estate partnership
K-1 from an S corp
Pension income or distributions
Proceeds from cryptocurrency trades
Proceeds from the sale of a personal residence
Proceeds from the sale of other real estate
Proceeds from stock sales
Rental income
Royalties from oil or minerals
Royalties from publications
Scholarship or fellowship income
Self employment income
Social security payments
Wages, salary or other employee compensation
None of these types of income were received from sources in the United States
87
How many K-1s did {whatIs41} receive from hedge fund investment partnerships for {forWhat}?
88
How many K-1s did {whatIs41} receive from partnerships that are not hedge fund investments for {forWhat}?
89
How many K-1s did {whatIs41} receive from S corporations for {forWhat}?
90
Roughly how many cryptocurrency trades did {whatIs41} make in {forWhat}?
91
Please provide the number of U.S. real estate properties {whatIs41} sold in {forWhat}.
92
In what state or states was the property sold located?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
93
Roughly how many stock trades did {whatIs41} make in {forWhat}?
94
Please provide the number of rental properties {whatIs41} owned in the United States in {forWhat}.
95
In what state or states are the rental properties located?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
96
Please provide the number of businesses {whatIs41} owned as a sole proprietor in the United States in {forWhat}.
97
In what state or states were business services provided?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
98
In what state or states was {whatIs41} employed?
None
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
99
Did {whatIs41} receive any of the following receipts from sources outside the United States in {forWhat}?Check all that apply.
Annuity Income
Bank or bond interest
Dividends
Farm Income
Gifts of cash or property worth $100,000 or more from a nonresident alien or foreign estate
Proceeds from cryptocurrency trades
Gambling income
Partnership income
Pension income or distributions
Proceeds from the sale of a personal residence
Proceeds from the sale of other real estate
Proceeds from stock sales
Rental real estate income
Royalties from oil or minerals
Royalties from publications
Self employment income
Wages, salary or other employee compensation
None of these types of income were received from sources outside the United States
100
Please provide the number of foreign crypto trades {whatIs41} made in {forWhat}.
101
Please provide the number of foreign real estate parcels {whatIs41} sold in {forWhat} (including your personal residence).
102
Approximately how many stock transactions did {whatIs41} have outside the United States in {forWhat}?
103
Please provide the number rental properties {whatIs41} owned outside the United States in {forWhat}.
104
How many businesses did {whatIs41} own as a sole proprietor outside the United States in {forWhat}?
105
Did {whatIs41} have any accounts, pensions, investments or interests in business entities outside the United States in {forWhat}?
YESNO
106
Please check each box that indicates an asset {whatIs41} held in {forWhat}. This is really important, so please select carefully.
Foreign bank account
Foreign brokerage account holding mutual funds
Foreign brokerage account holding stocks and bonds
Foreign stocks or securities not held in a financial account
Foreign hedge funds or foreign private equity funds
Foreign pension or retirement account
Foreign commodity futures or options accounts
Foreign life insurance policy
Foreign trust, either as a grantor, beneficiary, or both
Direct or indirect ownership in a Foreign partnership of 10% or more
Direct or indirect ownership in a foreign corporation or limited company of 10% to 50%
Direct or indirect ownership in a foreign corporation of more than 50%
107
Thank you very much for participating in our questionnaire {whatIs40}. If you would like to explain your situation further, please do so here. We would also appreciate your feedback on this form if you have suggestions for improvements. If there is nothing more, BE SURE TO PUSH THE SUBMIT BUTTON. You will receive a confirmation that the form has been accepted.Give us your feedback.
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