For Clients: Deutsche Wirtschaftsprüfer und Steuerberater in den USA®

Tax Organizer for Americans – Tax Questionnaire for Germans
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Günther Grewe-Wirtschaftsprüfer (WP), Rechtsanwalt (RA), Steuerberater (StB), Certified Public Accountant (CPA) Deutschland USA
Dr. Günther Grewe, WP RA StB CPA
+49 89 2351 3218 after 3pm CET from Germany
+1 914 816 1115
Microsoft Teams Dr. Günther Grewe, Wirtschaftsprüfer (WP), Rechtsanwalt (RA), Steuerberater (StB), Certified Public Accountant (CPA)

14. to 29. July 2023 via mobile phone:
+49 172 745 3796

Antje-Klaunig-Wirtschaftsprüfer (WP) Steuerberater (StB) Certified Public Accountant (CPA) Deutschland USA
Antje Klaunig, WP StB CPA
+49 89 6151 5973 after 3pm CET from Germany
+1 914 205 6002


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Deutsche Wirtschaftsprüfer und Steuerberater in den USA®:

Toolbox My 1040 Data (Form 1040) and Tax Questionnaire (Form 1040NR)

Werkzeugkiste My 1040 Data (Form 1040) und Steuerlicher Fragebogen (Form 1040NR)

Tax organizer My1040Data: Electronic tax questionnaire for individuals with unlimited tax liability in the USA (Form 1040), password-protected and can be activated for clients.

Tax Questionnaire (Form 1040NR): Special questionnaire for preparing the US federal income tax return for foreigners without residence in the USA. Additional information regarding Taxation of Nonresident Aliens can be found on the website. The five-year travel history is recorded and is publicly available.

Interactive Tax Assistant toolFind answers to your tax law questions
Get TranscriptGet a copy of your tax transcript online or by mail
Where is My Amended Return?Track the status of your amended return
Where is My Refund? Check the status of your refund online within 24 hours after we receive your e-filed return or 4 weeks after mailing your paper return
Direct PayPay your tax bill directly from your checking or savings account or through the IRS2Go mobile app. Both are safe and secure.
Withholding Calculator Estimate the amount that should be withheld from your paycheck for federal income tax purposes.
Employer Identification Number (EIN)Get your EIN online without calling us or mailing or faxing a paper Form SS-4, Application for Employer Identification Number (EIN).

Tax Organizers and Guides

  • Questionnaires developed by the American Institute of Certified Public Accountants (AICPA) for systematically collecting data for all tax types
  • Exclusively accessible to clients

Please log in, to download our Tax Organizers and Guides.


How Living, Working, or Investing Abroad Affects the Tax Filing Obligations of US Individuals: Disclosure Requirements

In today’s era of globalization, it has become increasingly common for individuals to live, work, or invest abroad. These decisions can have significant implications on the disclosure requirements when filing tax returns for individuals. The links below address how foreign activities affect tax returns and which disclosure obligations should be considered.

  1. Living Abroad: Tax Implications and Disclosure Requirements
  2. Working Abroad: Tax Rules and Reporting Obligations
  3. Investing Abroad: Tax Consequences and Disclosure Duties
  4. Managing Disclosure Requirements When Filing Tax Returns

Guide to Tax Cuts & Jobs Act
Foreign Account Tax Compliance Act (FATCA)
Instructions for Form 8938 – Statement of Specified Foreign Financial Assets
Comparison of Form 8938 and FBAR Requirements
Form 1042, Annual Withholding Tax Return for US Source Income of Foreign Persons
Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A, Annual Information Return of Foreign Trust with a US Owner
Form 5471, Information Return of US Persons With Respect To Certain Foreign Corporations
Form 5472, Information Return of a 25% Foreign-Owned US Corporation or a Foreign Corporation Engaged in a US Trade