Tax Worksheet for US Expats Did any of the following change during 2022 (please select all that apply):
Please provide new address:
Country
Select Country Afghanistan Aland Islands Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belau Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Saint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory British Virgin Islands 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 (Brazzaville) Congo (Kinshasa) Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Ivory Coast Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao S.A.R., China Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Korea Northern Mariana Islands Norway Oman Pakistan Palestinian Territory Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Reunion Romania Russia Rwanda São Tomé and Príncipe Saint Barthélemy Saint Helena Saint Kitts and Nevis Saint Lucia Saint Martin (Dutch part) Saint Martin (French part) Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia/Sandwich Islands South Korea South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United Kingdom (UK) United States (US) United States (US) Minor Outlying Islands United States (US) Virgin Islands Uruguay Uzbekistan Vanuatu Vatican Venezuela Vietnam Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe
What is your preferred method of contact?
Did your marital status change during 2022?
Did you, your spouse, or a dependent change your country of residence in 2022?
Do you have any dependents to claim in 2022?
Are your dependents U.S. citizens?
Have your dependents lived with you for more than half of the year?
Did any of your dependents provide more than 50% of their own support during the year (including amounts spent for food, lodging, clothing, education, medical, dental, recreation, transportation, and other necessities)?
Did you make any payments for child or dependent care?
Did any of your children file a joint return with their spouse?
Do you have any dependents other than children under the age of 24?
Has the IRS ever disallowed your Child Tax Credit or Other Dependent Credit?
Do you have dependent children under the age of 24 with investment income greater than $1,150?
Do you have any children who were full time students for more than 5 months during 2022?
Was income for the year less than $4,400?
Have you or your spouse ever signed form 8832 releasing the claim of an exemption for any of your children?
Can anyone claim you or your spouse as dependents?
Has the IRS ever disallowed a dependency exemption claim?
If you were audited, could you provide documentation to substantiate the responses provided above?
Did you pay for childcare during 2022?
Did you adopt a child or begin adoption proceedings during 2022?
Please provide more detail:
Were you or your spouse a trustee or beneficiary of a non-US trust?
Please provide additional details:
Did you or your spouse receive or transfer money or property to a non-U.S. corporation or trust in 2022?
Please provide additional details:
Did you make any Estimated Tax Payments in 2022?
Please list dates and amounts:
Did you or your spouse own share in a non-U.S. private corporation in 2022?
Please provide additional details:
Did you or your spouse receive a gift from a non-U.S. person or a bequest from a non-U.S. estate in 2022?
Please provide additional details:
Did you assist in the purchase of any asset or make any other gifts with a total (aggregate) value in excess of $16,000 to any one individual during the year?
Please provide additional details:
Did you or your spouse start or close a business in 2022?
Please provide additional details:
Did you receive any Canadian government funded COVID-19 benefits during 2022?
Do you have an employer-sponsored retirement plan?
Please provide more detail:
Did you have a crypto currency account during 2022?
Did you sell or exchange any crypto currency during the calendar year?
Would you like us to send you a spreadsheet to input financial account details for your FBAR filing?
Would you like us to send you a spreadsheet to input your rental income and expenses?
How would you like your tax return delivered to you?
Should any potential refund be electronically deposited into your US bank account?
Would you like any PAYMENT DUE electronically withdrawn from your US bank account?
Please upload any additional documents necessary for properly preparing your tax return:
Is there anything else you would like us to know?
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