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EXPATRIATE TAX QUESTIONNAIRE FOR U.S. CITIZENS LIVING ABROAD Don D. Nelson, Attorney / Charles Kauffman, CPA / Kauffman Nelson LLP This questionnaire can be filled out by hand or in MS Word Indicate
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How to fill out us expat tax attorney

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Gather all necessary tax documents, including W-2s, 1099s, and any foreign income statements.
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Determine your filing status as an expat, which may include using the Foreign Earned Income Exclusion or Foreign Tax Credit.
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Complete Form 1040 and any additional required forms for expats, such as Form 2555 or Form 8938.
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Consider seeking the assistance of a US expat tax attorney to ensure compliance with complex tax laws and maximize potential tax benefits.
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Who needs us expat tax attorney?

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Individuals who want to ensure compliance with US tax laws and minimize tax liabilities while living abroad should consider hiring a US expat tax attorney.

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A US expat tax attorney is a legal professional who specializes in assisting American expatriates with their tax obligations and issues.
US citizens and residents living abroad, as well as non-resident aliens with US income, are required to file US expat tax returns.
US expat tax returns can be filled out manually or with the help of tax software specifically designed for expatriates. It is recommended to seek the assistance of a tax attorney or accountant specializing in expat taxes.
The purpose of US expat tax attorney is to ensure that American expatriates comply with US tax laws and regulations while taking advantage of any available tax benefits and deductions for expats.
US expat tax returns must include information about worldwide income, foreign assets, foreign taxes paid, and any tax treaties that may apply.
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