Every question explained
- 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)
- 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.
- Highest balance during the year
- Have you ever changed your visa type (nonimmigrant status) or U.S. immigration status
- Do you have Dependent Children or Other Family members?
- Has the property been occupied by you as your main residence for at least two out of the five years prior to the sale?
- Amount of foreign tax paid on earnings in the filing year
- Did you spend time in the U.S. (or its possessions) during the calendar year in question?
- Are you filing jointly with your spouse?
- Are you a citizen of the resident country?
- Are you a US citizen?
- At any point during the calendar year, was the sum across all your non-US financial accounts over USD 10,000?
- Did you have over $X in non-US financial assets at any point during the year Or Over $X across all your foreign accounts as of December-31 of the filing year?
- During the filing year, did you receive inheritance or gifts from a non-US person?
- Account Number
- Do you want to list various expenses that might improve your tax position?
- Your First Name
- Are you required to pay income tax in your resident country?
- Did you receive FOREIGN (ie non-U.S.) periodic or lump sum retirement distributions (such as government / private pension or disability payments)?