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
What is your occupation?* This field is required.
5
Did we prepare your return last year?* This field is required.
YESNO
6
For what calendar year would you like a tax return prepared?* This field is required.
2018
2017
2016
2015
2014
2013
7
If you would like to request multiple year returns, please describe your situation and the years for which you would like returns prepared. We will contact you regarding the other years. Your answers to this questionnaire should be based on {forWhat}.
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Ok
Ok
8
Would you like a quote for:* This field is required.
An Original Return?
An Amended Return?
9
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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Ok
Ok
10
Do you currently reside in the United States?* This field is required.
YESNO
11
What type of U.S. identification number do you have?* This field is required.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.
12
How many dependents do you have (excluding your spouse)?* This field is required.Include any family members living with you or supported by you. If you are from Canada or Mexico, this can include your children still living in Canada or Mexico. If zero, put 0.
13
Do your dependents have a U.S. social security number or ITIN?* This field is required.If you are from Canada or Mexico, this can include your children still living in Canada or Mexico.
Yes, all of them do.
No, none of them do.
Yes, some of them do.
Yes, but their ITINs may have expired
14
Were you a U.S. citizen or lawful permanent resident of the United States (green card holder) at any time during {forWhat}?* This field is required.
YESNO
15
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 a citizen or green card for the whole year, select NEXT.
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Ok
Ok
16
What is your country of residence, or if living in the United States, your country of residence immediately before your arrival?We need to know your country of tax residence, even if you are 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
PLEASE DON'T ENTER UNITED STATES
17
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 limited liability company
I did not have any ownership of 25% or more.
18
Were you present in the United States at any time during {forWhat}?
YESNO
19
Were you present in the United States during {forWhat} as an A or G visa holder?
YESNO
20
Were you present in the United States because you were a professional athlete temporarily in the United States to compete in a charitable sporting event? (The event must meet the following conditions: 1) The main purpose is to benefit a qualified charitable organization; 2) The entire net proceeds go to charity; and 3) Volunteers perform substantially all the work.)
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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Ok
Ok
23
Were you present in the United States as a student (or immediate family member) with F, J, M or Q visa status during {forWhat}? (Check Item 4 of your DS 2019 to make sure you are classified as a student.)
YESNO
24
As a student (or immediate family member) during {forWhat}, were you present in the United States as an F, J, M or Q student, teacher or trainee for any part of five or more calendar years prior to {forWhat}? This is really important, so count carefully. Any days spent during a calendar year count as one calendar year. These need not be consecutive years.
YESNO
25
Did you change your visa status during {forWhat}?
YESNO
26
Changing from a student visa to a status that is not exempt from the substantial presence test, or vice versa, presents options that we will clarify 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, and 4) your visa status on December 31, {forWhat}.
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Small
Ok
Ok
27
Were you present in the United States as a non-student J visa holder, either non-working, or working for and paid (in part or all) by a U.S. employer in {forWhat}?(Check Item 4 of your DS 2019.)
YESNO
28
As a non-student J visa holder, were you present in the United States as either a student or non-student F, J, M or Q visa holder during any two calendar years during the six years preceding {forWhat}?
YESNO
29
Were you present in the United States as a non-student J visa holder and all of your compensation was paid by your foreign employer during the entire period of your visit?(Your foreign employer can be a nonresident alien individual, foreign partnership or foreign corporation, or a place of business maintained in a foreign country or possession of the United States by a U.S. resident)
YESNO
30
As a non-student J visa holder being paid by a foreign employer, were you present in the United States as an F, J, M or Q visa holder during any four calendar years during the six years preceding {forWhat}?
YESNO
31
Did you change your visa status during {forWhat}?
YESNO
32
Changing from a J visa to a status that is not exempt from the substantial presence test, or vice versa, presents options that we will clarify in the engagement letter. Please explain 1) when the change was made, 2) the visa status you changed from or to, 3) the number of days present in the United States prior to the change, and 4) your visa status on December 31, {forWhat}.
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Ok
Ok
33
Whether you passed the substantial presence test in {forWhat} is determined not only by the number of days you were present in the U.S., but also by when you were present as an F, J, M or Q visa holder. Please provide 1) all calendar years in which you were present as an F, J, M or Q visa holder for any part of the year, 2) the number of days you were present AND your visa status for the two calendar years preceding {forWhat}, and 3) the number of days you were present AND your visa status in {forWhat}.
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Ok
Ok
34
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
35
What was your visa status in {forWhat}? If you had more than one, select all that apply.
No U.S. visa
Visa Waiver
B-1
B-2
B-1/B-2
C-1
C-2
C-4
D
E-1
E-2
E-3
H-1b
H-1c
H-2a
H-2b
H-3
H-4
I
K-1
K-2
K-3
K-4
L-1
L-2
N-8
N-9
O-1
O-2
O-3
P-1
P-2
P-3
P-4
R-1
R-2
TN
TD
Other
36
How many days were you present in the United States during the year two years prior to {forWhat}?
37
How many days were you present in the United States during the year one year prior to {forWhat}? For example, if the year you are testing for is 2019, provide the days present in 2018.
38
How many days were you present in the United States during {forWhat}?
39
The number of days calculated for the substantial presence test is:
40
What was your marital status at the end of {forWhat}?
Married
Single
41
If your marital status changed during the year, please provide details.
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Ok
42
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.
43
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
44
What is your spouse's common name?What do friends call your spouse?
45
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
46
Was {whatIs41} a U.S. citizen or lawful permanent resident of the United States (green card holder) at any time during {forWhat}?
YESNO
47
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.
48
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
49
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 limited liability company
There was no ownership of 25% or more.
50
Was {whatIs41} present in the United States at any time in {forWhat}?
YESNO
51
Was {whatIs41} present in the United States as an A or G visa holder in {forWhat}?
YESNO
52
Was {whatIs41} present in the United States as a professional athlete competing in a charitable sporting event?
YESNO
53
Did {whatIs41}'s visa status change in {forWhat}?
YESNO
54
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, and 4) {whatIs41}'s visa status on December 31, {forWhat}.
Huge
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Normal
Small
Ok
Ok
55
Was {whatIs41} present in the United States as a student F, J, M or Q visa holder?
YESNO
56
As a student (or immediate family member) during {forWhat}, was {whatIs41} present in the United States as an F, J, M or Q student, teacher or trainee for any part of five or more calendar years prior to {forWhat}?
YESNO
57
Did {whatIs41} change visa status during {forWhat}?
YESNO
58
Was {whatIs41} present in the United States as a non-student J visa holder, either non-working, or working and paid (in part or all) by a U.S. employer in {forWhat}?
YESNO
59
As a non-student J visa holder, was {whatIs41} present in the United States as either a student or non-student F, J, M or Q visa holder during any two calendar years during the six years preceding {forWhat}?
YESNO
60
Was {whatIs41} present in the United States as a non-student J visa holder, whose total compensation was paid by a foreign employer during the entire visit?
YESNO
61
As a non-student J visa holder being paid by a foreign employer, was {whatIs41} present in the United States as an F, J, M or Q visa holder during any four calendar years during the six years preceding {forWhat}?
YESNO
62
Did {whatIs41} change visa status during {forWhat}?
YESNO
63
Changing from an F, J, M or Q visa to a status that is not exempt from the substantial presence test, or vice versa, presents options that we will clarify in the engagement letter. Please explain 1) when the change was made, 2) the visa status {whatIs41} changed from or 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
64
Whether {whatIs41} passed the substantial presence test in {forWhat} is determined not only by the number of days {whatIs41} was present in the U.S., but also by when {whatIs41} was present as an F, J, M or Q visa holder. Please provide 1) ALL calendar years in which {whatIs41} was present as an F, J, M or Q visa holder for any part of the year, 2) the number of days {whatIs41} was present AND visa status for the two calendar years preceding {forWhat}, and 3) the number of days {whatIs41} was present AND visa status in {forWhat}.
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Large
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Small
Ok
Ok
65
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
66
What was {whatIs41}'s visa status in {forWhat}? If more than one, select all that apply.
No U.S. visa
Visa Waiver
B-1
B-2
B-1/B-2
C-1
C-2
C-4
D
E-1
E-2
E-3
H-1b
H-1c
H-2a
H-2b
H-3
H-4
I
K-1
K-2
K-3
K-4
L-1
L-2
N-8
N-9
O-1
O-2
O-3
P-1
P-2
P-3
P-4
R-1
R-2
TN
TD
Other
67
How many days was {whatIs41} present in the United States during the year two years prior to {forWhat}?
68
How many days was {whatIs41} present in the United States during the year prior to {forWhat}?
69
How many days was {whatIs41} present in the United States during {forWhat}?
70
The number of days calculated for {whatIs41}'s substantial presence test is:
71
Approximately how much income did you receive worldwide in {forWhat}? (If you are married, exclude your spouse's income.)* This field is required.
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
Over $1,500,000
72
If you lived in the United States in {forWhat}, in what state or states did you live?* This field is required.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
73
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.)* This field is required.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
I did not receive any on these types of income from sources within the U.S.
Other
74
Please describe your farming activity and your approximate gross income from farming.
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Large
Normal
Small
Ok
Ok
75
How many K-1s did you receive from hedge fund investment partnerships for {forWhat}?
76
How many K-1s did you receive from partnerships that are not hedge fund investments for {forWhat}?
77
How many K-1s did you receive from S corporations for {forWhat}?
78
How many trust or estate K-1s did you receive for {forWhat}?
79
Roughly how many cryptocurrency trades did you make in {forWhat}?
80
Roughly how many stock trades did you make in {forWhat}?
81
Please provide the number of U.S. real estate properties you sold in {forWhat} (excluding your personal residence).
82
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
83
Please provide the number rental properties you owned in the United States in {forWhat}.
84
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
85
Please provide the number of businesses you owned, or 1099 contracts you worked on in the United States in {forWhat}.
86
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
87
How many U.S. employers did you have in {forWhat}?
88
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
89
If you had income from any state or states not already reported, please show them here.* This field is required.
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
90
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
91
If you lived in the United States in {forWhat}, did you and your family have minimum health insurance for the entire year?* This field is required.
Yes
No
Not sure
Did not live in the United States
92
Did you buy health insurance through a government run marketplace?
YESNO
93
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.)* This field is required.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
I did not receive any on these types of income from sources outside the U.S.
Other
94
Please describe your farming activity and your approximate gross income from farming.
Huge
Large
Normal
Small
Ok
Ok
95
Please provide the number of foreign real estate parcels you sold in {forWhat} (excluding your personal residence).
96
Roughly how many foreign stock trades did you make in {forWhat}?
97
Please provide the number rental properties you owned outside the United States in {forWhat}.
98
Please provide the number of businesses you owned outside the United States, or self employment contracts you worked on in {forWhat}.
99
How many foreign employers did you have in {forWhat}?
100
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
101
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
Over $1,500,000
102
What is {whatIs41}'s occupation?
103
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
None of these types of income were received from sources in the United States
Other
104
Please describe {whatIs41}'s farming activity and {whatIs41}'s approximate gross income from farming.
Huge
Large
Normal
Small
Ok
Ok
105
How many K-1s did {whatIs41} receive from hedge fund investment partnerships for {forWhat}?
106
How many K-1s did {whatIs41} receive from partnerships that are not hedge fund investments for {forWhat}?
107
How many K-1s did {whatIs41} receive from S corporations for {forWhat}?
108
Roughly how many cryptocurrency trades did {whatIs41} make in {forWhat}?
109
Please provide the number of U.S. real estate properties {whatIs41} sold in {forWhat}.
110
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
111
Roughly how many stock trades did {whatIs41} make in {forWhat}?
112
Please provide the number of rental properties {whatIs41} owned in the United States in {forWhat}.
113
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
114
Please provide the number of businesses {whatIs41} owned as a sole proprietor in the United States in {forWhat}.
115
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
116
How many U.S. employers did {whatIs41} have in {forWhat}?
117
In what state or states was {whatIs41} 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
118
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
None of these types of income were received from sources outside the United States
Other
119
Please describe {whatIs41}'s farming activity and approximate gross income from farming.
Huge
Large
Normal
Small
Ok
Ok
120
Please provide the number of foreign real estate parcels {whatIs41} sold in {forWhat} (excluding your personal residence).
121
Approximately how many stock transactions did {whatIs41} have outside the United States in {forWhat}?
122
Please provide the number rental properties {whatIs41} owned outside the United States in {forWhat}.
123
How many businesses or self employment contracts was {whatIs41} involved with outside the United States in {forWhat}?
124
How many employers did {whatIs41} have outside the United States in {forWhat}?
125
Did {whatIs41} have any accounts, pensions, investments or interests in business entities outside the United States in {forWhat}?
YESNO
126
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%
Ownership of a foreign sole proprietorship
127
Did you have any accounts, pensions, investments, or interests in business entities outside the United States in {forWhat}?* This field is required.
YESNO
128
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%
Ownership of a foreign sole proprietorship
129
Great job! If there is anything more you would like to add to clarify your answers or help us with the quote, please do so. Also, we would appreciate your feedback on this form. If there is nothing more, just push the SUBMIT button. We will contact you shortly with a quote.
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Ok
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