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Step 1 of 11

9%

If filing jointly with your spouse, please answer questions as they relate to both of you.

Section 1: General Info

DD slash MM slash YYYY
DD slash MM slash YYYY
Taxpayer: Green Card Holder?
DD slash MM slash YYYY
Spouse: Green Card Holder?
DD slash MM slash YYYY
 
(Single, Married Filing Separate, Married Filing Joint, Uncertain, etc)
(Single, Married Filing Separate, Married Filing Joint, Uncertain, etc)
Taxpayer: Current Address
Spouse: Current Address
 
DD slash MM slash YYYY
DD slash MM slash YYYY

Section 2: Dependents

Dependent
Name
SSN
Date of Birth (DD/MM/YYYY)
Full-Time Student? (Y/N)
 
Click the "+" icon to the far right of the fields to add additional dependents

Section 3: State Residency

Do you maintain a residence (personal or rental) in a US State?
 
Did you live in a US State for any period during the tax year?
Were you employed in that state?

Section 4: Foreign Bank Accounts / Financial Assets

Did you have financial interest or signing authority over a foreign financial account (bank, brokerage, securities, etc)?
 
Is the aggregate total of your foreign financial assets greater than $10,000 USD?
Is the aggregate total of your foreign financial assets greater than $200,000 USD?

Section 5: New Zealand Superannuation

Do you have a KiwiSaver or Superannuation account?
Do you receive contributions from the Government/your employer?

Section 6: Income

Are you Self-Employed (no registered business)?
 
Do you receive wages or salary?
 
Did you receive interest income from the US or any other country?
 
Did you receive dividends?
 
Did you receive shareholder distributions?
 
Do you hold virtual currency (Bitcoin, etc)?
 
Do you have a non-US based investment portfolio?
 
Did you receive an Economic Impact Payment?

Section 7: Expenses

Did you make a charitable donation to a US organization?
 
Do you have a mortgage?
 
Do you have tuition related expenses including loans?

Section 8: Rental Property

Do you own a rental property?
Address of Property
DD slash MM slash YYYY
Dates used as rental:
DD slash MM slash YYYY
DD slash MM slash YYYY
Have you made any capital improvements to the property?

Section 9: Foreign Trusts

Are you a Trustee, Beneficiary, or Settlor of a trust domiciled outside of the US?
 
Did you receive a distribution from a foreign trust?
 
Did you contribute property or cash to a foreign trust?
 
Did you receive a gift or inheritance from a non-US person that exceeds $100,000 USD?

Section 10: Foreign Corporations and Partnerships

Do you hold shares or interest in a foreign company or partnership?
 
Please List
Company Name
Shareholding / Interest %
Date of company formation
 
 
Does your Spouse share ownership?
 
Please List
Company Name
Shareholding / Interest %
 
 
Did your ownership % change during the year?

Section 11: Additional Information

This field is for validation purposes and should be left unchanged.
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