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EXPATRIATE TAX QUESTIONNAIRE FOR U.S. CITIZENS LIVING ABROAD Kauffman Nelson LLP / Charles Kauffman CPA / Don Nelson Attorney This questionnaire can be filled out by hand or in MS Word Indicate year/years
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Gather all necessary tax documents including income statements, tax forms, and any relevant deductions or credits.
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A US expat tax attorney is a lawyer who specializes in helping American expatriates navigate the complexities of US tax law while living abroad.
American expatriates who meet certain income thresholds or have foreign financial assets are required to file US expat tax returns.
US expat tax returns can be filled out manually or electronically using the appropriate forms provided by the IRS.
The purpose of US expat tax returns is to ensure that American citizens living abroad are properly reporting their worldwide income to the IRS.
US expat tax returns must report income earned both in the US and abroad, foreign financial accounts, and any tax treaties that may apply.
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