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Toolkit My 1040 Data (Form 1040) and the Tax Questionnaire (Form 1040NR)
The tax organizer My1040Data takes you step by step through a tax questionnaire for a complex individual tax return (Form 1040). All information is password protected. Please let us know, when want to use this tool. We will populate the tool from your tax return of the prior year. If you are a new or prospective client, we will provide you with the access upon request.
Nonresident aliens who received income from U.S. sources in 2016 also must determine whether they have a U.S. tax obligation. The filing deadline for nonresident aliens can be April 15 or June 16 depending on sources of income. See Taxation of Nonresident Aliens on IRS.gov. To assist you with the information needed for the preparation of the 2016 tax return, we provide you with our tax questionnaire.
Our toolkit for Offshore Disclosures and for the Voluntary Disclosure Programs ("2012 Offshore Voluntary Disclosure Program – 2012 OVDP") has grown into the separate section "Offshore Disclosures". The penalties for missing disclosures are draconian and unexpected. They are the "roadside bombs" of the system of self-assessment, the traps for the unwary, which we help you avoid or, through the Offshore Voluntary Disclosure Program, defuse.
Other Tools in our Tool Box
The toolkit "International Tax Topic Index" is specifically designed for taxpayers with international filing requirements. Other tools in our tool box are the IRS Tax Map, 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, the BSA E-Filing System for the Report of Foreign Bank and Financial Accounts (FBAR) and the Transcript Delivery System and last but not least the IRS2Go smartphone application.
The Internal Revenue Service (IRS) provides several self-service tax tools for individual taxpayers, businesses, and tax professionals with information formerly only accessible through tax preparers (intermediaries). The number of tools is expanding. Here are some of these tools:
|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
Our 2016 Annual Compliance Kit is a comprehensive package of resources to help practitioners comply with tax laws and effectively serve their clients. We have checklists, organizers, and engagement letters for individuals, partnerships, corporations, estates, trusts, gifts, and exempt organizations. Additionally, we offer valuable practice guides that cover nexus, unique state and local tax considerations, and the business use of vehicle.
How Living, Working, or Investing Overseas Affects an Individual’s Tax Return Disclosures.
U.S. Citizens and Resident Aliens Abroad
Pub 54 - Tax Guide for US Citizens and Resident Aliens Abroad
Pub 514 - Foreign Tax Credit for Individuals
Pub 516, U.S. Government Civilian Employees Stationed Abroad
U.S. 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 U.S. Residency Certification
Instructions for Form 8854 – Initial and Annual Expatriation Statement
Tax Information for Members of the Military
Pub 3, Armed Forces' Tax Guide
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 U.S. 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 U.S. Owner
Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations
Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade
Offshore Voluntary Disclosure Program Frequently Asked Questions and Answers
Streamlined Filing Compliance Procedures for Non-Resident, Non-Filer US Taxpayers
Streamlined Filing Compliance Procedure Questionnaire
2012 Offshore Voluntary Disclosure Program
IRS Help with Tax Question-International Taxpayers