Every question explained
- Do you have investments in a Non-U.S. mutual fund(s) held through a foreign brokerage firm? Do NOT report funds held in retirement funds, insurance policies or annuity products.
- At any time during 20xx, did you own a financial account (such as a bank account, securities account, retirement or brokerage account) outside the United States?
- Did you convert Traditional IRA, SEP, or SIMPLE IRA to a Roth IRA? (either all or partially)
- Did you spend time in the U.S. (or its possessions) during the calendar year in question?
- Do you want to list various expenses that might improve your tax position?
- Have you ever changed your visa type (nonimmigrant status) or U.S. immigration status
- Highest balance during the year
- During the filing year, did you receive inheritance or gifts from a non-US person?
- Your spouse's Social Security Number or ITIN
- Do you have Dependent Children or Other Family members?
- If you had a U.S. visa on the last day of the tax year, enter your visa type.
- Are you a citizen of the resident country?
- Amount of foreign tax paid on earnings in the filing year
- At any point during the calendar year, was the sum across all your non-US financial accounts over USD 10,000?
- Are you a US citizen?
- Are you filing jointly with your spouse?
- Has the property been occupied by you as your main residence for at least two out of the five years prior to the sale?
- How many financial accounts outside the US did you own or have signatory authority during the filing year?
- Amount of personal income tax paid DURING THE TAX YEAR on self-employment income (aside from Social Security) - country, amount paid, currency
- Did you receive FOREIGN (ie non-U.S.) periodic or lump sum retirement distributions (such as government / private pension or disability payments)?