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Transaction Dispute OfficeHelp Guide
Smartly 2
Version 1.0
August 2008S T R I C T LAP R I VAT EA N DC O N F I D E N T I A Confidentiality Clause and Disclaimer
This Guide contains information that
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What is s t r i?
s t r i stands for Statement of Reportable Information, a form used to report certain financial accounts held by U.S. taxpayers to the IRS.
Who is required to file s t r i?
U.S. taxpayers who have financial accounts in foreign countries that meet certain reporting requirements are required to file s t r i.
How to fill out s t r i?
s t r i can be filled out electronically through the IRS website or by submitting a paper form by mail.
What is the purpose of s t r i?
The purpose of s t r i is to provide the IRS with information about financial accounts held by U.S. taxpayers in foreign countries to prevent tax evasion.
What information must be reported on s t r i?
s t r i requires information about the taxpayer, the financial account, and any income earned from the account.
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