TAXESUSA

Questionnaire:
U.S. Citizens and Resident Aliens Living Abroad

 

  

    

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Is your employer a U.S. company or foreign entity?

U.S. Company
Foreign Entity


 

What was the last year you filed a U.S. tax return?


Have you ever claimed the foreign earned income exclusion?



     


 



  

  



Do you live in a rented home or have you purchased a home abroad?

Rented
Purchased

 

 

Do you still maintain a home in the U.S.?

Yes
No

 

 

Are you required to pay income tax to your country of residence?

Yes
No





Please provide copies of all U.S. and foreign income statements to include:

  • wages
  • Retirement
  • U.S. or foreign social security
  • both U.S. and foreign investment and rental income
  • foreign private pensions and U.S. IRA's
  • foreign tax declaration and tax assessment


Did the combined value of your foreign bank and investment accounts, life insurance and pensions exceed the foreign currency equivalent of $10,000 at any time in the previous year?

Yes
No


 

If your foreign wages were greater than $101,300 and your foreign housing costs exceeded €17,000 last year, please provide the following:

  
  
  
  
  
  
  

 

(To convert Euro to Dollars for 2011 divide Euro by 0.940)

 

Filing Information:

If you receive a refund do you want it deposited into a U.S. bank account?



 


If yes, provide:



:

4. Type of account:




 

What is the preferred way to contact you with questions:


 

 



 

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