个人/家庭报税估价表 Individual/Family Tax Valuation Form
01 姓名 Name
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02 电话号码 Phone Number
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03 微信号 Wechat Number
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04 邮箱（如无请填0） Email Address (If none, please fill in 0)
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example@example.com
05 报税类型 Tax return type
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单身报税 Single
已婚联合报税 Married filing jointly
已婚分开报税 Married filing seperately
一家之主报税 Head of household
丧偶报税 Qualifying widower
06 签证类型 Visa Type
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公民/绿卡 Citizen/Green card holder
工卡 Work Card
F-1 留学生（以F-1第一次入境算起，在美满五年） F-1 international students (five years in the U.S. from the first entry under F-1 status)
F-1 留学生（以F-1第一次入境算起，在美未满五年）F-1 international students (who have been in the U.S. for less than five years, starting from the first entry into the U.S. under F-1 status)
F-1 转H1B（以F-1 第一次入境算起，在美满五年）F-1 to H1B (from the first entry into the U.S. under F-1 status, within five years)
F-1 转H1B（以F-1 第一次入境算起，在美未满五年）F-1 to H1B (from the first entry under F-1, less than five years in the U.S.)
H1B工作签证 H1B Work Visa
J-1 学术访问者（以J-1第一次入境算起，在美满两年）J-1 Academic Visitor (two years in the U.S. from the first entry under J-1 status)
J-1 学术访问者（以J-1第一次入境算起，在美未满两年）J-1 Academic Visitor (staying in the U.S. for less than two years starting from the first entry under J-1 status)
TN 加拿大/墨西哥工作签证 TN Canada/Mexico Work Visa
L-1 跨国公司经理人（在美满183天：报税当年天数+1/3前一年天数+1/6前前一年天数） L-1 Multinational Company Manager (183 days in the United States: number of days in the tax year + 1/3 of the days in the previous year + 1/6 of the days in the previous year)
L-1 跨国公司经理人（在美未满183天：报税当年天数+1/3前一年天数+1/6前前一年天数） L-1 Multinational Company Manager (Less than 183 days in the U.S.: Number of days in the tax year + 1/3 of the days in the previous year + 1/6 of the days in the previous year)
B1/B2 旅游签证 B1/B2 Tourist Visa
其他 Other
07 几个W-2？（如无请填0） How many W-2s? (Please fill in 0 if none)
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08 几个1099自雇收入？（如无请填0） How many 1099 self-employment incomes? (Please fill in 0 if none)
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09 几个1099股票收入？（如无请填0） How many 1099 stock incomes? (Please fill in 0 if none)
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10 几套房租收入？（如无请填0） How many rental incomes? (Please fill in 0 if none)
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11 几个K-1？（如无请填0） How many K-1s? (Please fill in 0 if none)
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12 几个海外工资收入？（如无请填0） How many overseas salary incomes? (Please fill in 0 if none)
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13 几个海外账户要申报？ （如无请填0） How many overseas accounts do you need to declare? (Please fill in 0 if none)
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14 有几家海外公司占股超过10%？（如无请填0） How many overseas companies hold more than 10% of the shares? (If none, please fill in 0)
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15 是否收到海外赠予超过10万美金？ （如无请填0） Have you received any overseas gift exceeding 100,000 USD? (If not, please fill in 0)
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16 是否有卖房收入？ （如无请填0） Is there any income from selling the house? (If no, please fill in 0)
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