Tax Organizer for Americans – Tax Questionnaire for Germans
Please contact us, if you have questions about our toolbox.
Dr. Günther Grewe, WP RA StB CPA
+49 89 2351 3218 after 3pm CET from Germany
+1 914 816 1115
14. to 29. July 2023 via mobile phone:
+49 172 745 3796
Antje Klaunig, WP StB CPA
+49 89 6151 5973 after 3pm CET from Germany
+1 914 205 6002
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Please contact us if you would like to use this service.
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Deutsche Wirtschaftsprüfer und Steuerberater in den USA®:
Toolbox My 1040 Data (Form 1040) and Tax Questionnaire (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 IRS.gov website. The five-year travel history is recorded and is publicly available.
Additional Tax Topics in our Toolbox:
- IRS Services Guide
- Direct Pay
- Frequently Asked Questions (FAQs) About International Individual Tax Matters
- Tax Information for International Businesses
- Withholding of Tax on Nonresident Aliens and Foreign Entities
- US Taxation of Employees of Foreign Government and International Organizations
- Transcript Delivery System
- IRS2Go Mobile App
- BSA E-Filing System for the Report of Foreign Bank and Financial Accounts (FBAR)
IRS Self-Service Tax Tools:
- Self-Service Tax Tools
- IRS Free File: Free creation and submission of income tax returns
|Interactive Tax Assistant tool||Find answers to your tax law questions|
|Get Transcript||Get 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 Pay||Pay 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.
- Living Abroad: Tax Implications and Disclosure Requirements
- Working Abroad: Tax Rules and Reporting Obligations
- Investing Abroad: Tax Consequences and Disclosure Duties
- Managing Disclosure Requirements When Filing Tax Returns
Pub 54 – Tax Guide for US Citizens and Resident Aliens Abroad
Pub 514 – Foreign Tax Credit for Individuals
Pub 516 – US Government Civilian Employees Stationed Abroad
Form 673 – Claiming Exemption From Withholding on Foreign Earned Income
US Tax Treaties
Pub 901 – Tax Treaties
The Instructions to Form 1116 – The Foreign Tax Credit for Individuals
The Instructions to Form 2555 – The Foreign Earned Income Exclusion
Pub 4732 – Federal Tax Information for U.S. Taxpayers Living Abroad
Foreign Currency and Currency Exchange Rates
Form 8802 – Application for US Residency Certification
Instructions for Form 8854 – Initial and Annual Expatriation Statement
Tax Information for Members of the Military
Pub 3 – Armed Forces’ Tax Guide
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