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Tax Questionnaire FAQ

1. I am not a US Citizen but have US-sourced income. How should I complete your Questionnaire?

2. My children don’t have Social Security numbers. Do I have to mention them?

3. I am married to a non-US citizen. Do I have to include their details in the TQ (and by extension my US tax return)?

4. My wife has a green card that has expired. She has not, however, officially renounced it. Does she have to file US tax return? Can she file the US tax return jointly with me?

1. I have a RRSP and TFSA valued at $10,000. Do they need to be reported and where ?

1. I filed my last U.S. (or state) tax return years ago. Do you still need to see it?

2. I do not have a Social Security number. What should I do?

3. The name I use now is not the same as shown on my Social Security card (i.e., I'm using my married name now). Which name should I provide to you on the Tax Questionnaire?

1. Do I have to provide you my non-U.S. bank account details?

2. Do I have to list my property on the list of Foreign Bank Accounts?

4. I am a signatory on two current accounts at work (or any other accounts that are not my own). Should I include these?

6. Can I prepare the Form 8938 myself?

7. I had over $10,000 in one foreign account -- but have 2 other ones that were below the $10,000 threshold. Do I still need to report them all?

8. I am in a rush to meet the FBAR deadline. What information do I have to complete so that you can prepare and file FBAR only (we'll handle the tax return afterward)?

11. Do I have to provide information about the number of foreign stock that I own or their market value?

12. Is it necessary for me to report my child's bank account on my FBAR (it's over $10,000)? Does she have to file her own FBAR?

13. Do I need to report my retirement accounts? I live in France and have Plan d'Epargne d'Entreprise and Livret A.

14. I have an investment held in trust for me. Do I have to report it on FBAR?

15. The value of my non-US bank account only exceeded $10,000 for one day. Do I still have to file FBAR?

1. TQ is asking me to upload a document that I don't have at the moment. What should I do?

2. Is foreign child care an eligible deduction? Should I provide details for it?

3. What is an HSA?

4. Can I (and how) deduct the money I have been paying my mother regularly to help her make ends meet (900 / month)?

5. Can I deduct interest I have paid on personal loans?

1. What information do I have to provide so that you can prepare Form 5471 for me?

2. I do not get statements about my local government Defined Benefit Scheme. What should I do?

1. Why do I need to list my trips to the US?

2. I do not plan to use the Physical Presence test -- should I still provide details about U.S. visits?

3. When answering the question about visits to the US, do I have to list members of my family who traveled with me?

4. I spent a few hours in the US during a flight transfer. Should this be reported?

1. Are farm subsidies considered Earned Income?

2. I can't break down my host country taxes paid between self-employment income, pension & wages income. What should I do?

3. What is included in gross wages / gross income?

1. I am not sure if I am self-employed ? How can I tell this?

3. I have interest in a Foreign Partnership owned jointly with my husband. Should I report it on the Supplemental tab under 'Self-Employment’? Should I report my share of the gross income or the total figure or the total figure?

1. I am very busy -- can I just give you all my documents and you will figure it all out?

2. Do I have to complete the Tax Questionnaire?

3. How long will it take me to complete?

4. I am completing multiple years -- do I have to complete a TQ for each year? Which year should I do first?

5. Do I have to answer every question? (long version)

6. Do I have to answer every question (short version)?

7. Can I copy data from one TQ to another?

8. How do I create a new TQ?

9. How should I complete the TQ if I’m filing an amended return?

10. How should I complete the Tax Questionnaires if I’m applying to the Streamlined Program?

11. Can I erase a Tax Questionnaire?

12. Can I see history of changes I made to the TQ?

13. What web browsers do you support?

14. Should two spouses complete one or two different Tax Questionnaires?

15. I would like to delete a certain year Tax Questionnaire -- can I do that?

16. How should I complete the TQ with my spouse if you want to file a joint return?

17. When you ask me to upload a file, what file types are accepted?

18. What documents do you require to do my tax return?

1. How do I navigate around the TQ?

2. How do I let you know that I'm finished?

3. I want to change something in the TQ after I submitted it -- how can I do that?

4. I want to close my web session and resume work another time (or on another computer) -- can I do that?

5. How do I upload a file outside the Tax Questionnaire?

6. I'd like to provide additional information/comments, how can I do that?

7. How can I tell which questions I provided comments on?

8. Does Tax Questionnaire accept decimal amounts (i.e., cents)?

9. My personal information (such as name or address) contains special European alphabet characters (such as Ä, Ö or ß). Should they appear on the US tax return?

10. I don't have a scanned copy of a certain document that you need. What can I do?

11. Can I see all my answers, as they are saved in the system, in one place?

12. Can I mark a question as "draft" so that I know I still have to come back and finalize its value later?

13. I received income from three different employers during the tax year. How can I indicate them all?

14. Can I see a full history of changes / additions I made to the TQ?

15. Can I upload a zip file containing multiple documents?

1. How do I provide you information for preparation of Form 5471?

2. Do I need to upload receipts or bank statements?

3. In my resident country the Financial Year goes from 1 July to 30 June. I have a Self-Managed Superannuation Fund which is valued on Jun-30 each year. I don't have a 31 December figure to give you. What should I do?

4. What time period do you refer to as the Tax Year?

6. Will I be able to avail myself of the US-[my country] Double Taxation Treaty to assert a Treaty position that my income is not liable for US tax?

7. How can I report the money that I am contributing to my employer pension?

8. My employer reimburses me for my children’s tuition. How should this be reported?

9. Do I have to report my spouse's income?

10. I file a joint return with my husband in our resident country. We will file separately in the US. How should I report the tax I paid myself?

11. I had both a salaried position and was self-employed during the year. How should I report this on the TQ?

1. Do I have to report my PEE (Plan d'Epargne d'Entreprise) and Livret A accounts?

1. I took a pre-retirement age distribution from my Retirement Account.

2. How do I report performance based shares that vested this year from my employer?

3. I receive a graduate student stipend.

4. Royalties from publishing a book or from licensing a patent or other form of intellectual property, such as computer software product.

6. I generate income from a farm.

7. I am a part-time tutor.

8. Gambling or lawsuit settlement.

9. Investment income - dividends, interest, capital gains, etc.

10. I receive a distribution from a trust (Foreign or US).

11. I received a distribution from a US educational plan.

12. I received a gift or inheritance from a non-US person (non-citizen, non GC holder).

13. I received an inheritance or gift from a US person (Citizen or GC holder).

14. Maternity or Paternity Pay.

15. Unemployment Income (Foreign and US).

16. I own a timeshare, how should I report it?

18. I receive alimony.

19. Severance package - either monthly payment or lump sum.

20. Sick Pay.

21. Life insurance CASH payout (benefit payment is not reportable).

25. I receive child support.

26. Disability -- Lump Sum or Monthly Payment.

27. Pension distributions - US or foreign.

28. I receive a rent subsidy -- where should I report it?

30. Earnings from a business that I am an owner but not directly involved in the day to day business.

31. Employer contribution to pension.

32. I work in private equity and receive carried interest.

33. I own a business and draw dividends.

34. Where do I enter K1 information from my Master Limited Partnership (MLP)?

35. Social Security Distributions.

37. I rent my home for a few weeks a year via Airbnb (or similar platform). How should this be reported in the TQ?

1. Can I claim paying my daughter's college tuition, even if she files her own 1040ez?

3. I pay alimony.

4. I pay income tax in my home country. i.e., impots sur revenus in France; Einkommensteuer in Germany, Impuesto sobre la renta in Spain.

5. Social Security Contributions.

6. Personal contributions to pension.

7. Non-Income tax, i.e., Church tax (Germany), Wealth tax (Switzerland, France, India), Council Tax (UK), Zakat (Saudi Arabia, Malaysia, Qatar), Taxe d'habitation (France).

8. How should the Irish special Universal Social Charge (USC) be reported?

1. I own more than 50% of the shares of a foreign company. That company, in turn, owns less than 50% of a second foreign company. I have signature on the bank account of this second company. Do I have to report the second company account on FBAR?

2. The value of my non-US bank account only went over $10,000 for one day. Do I still have to file FBAR?

3. I have a savings account at my bank that is directly linked to our mortgage payment saving account. Should it be reported on FBAR / FATCA?

6. Do I include my pension as a foreign financial account? I don't know the value of it as the value isn't computed until I retire.

7. I own bank "Les parts sociales" - membership parts. How should they be reported?

1. Travel Expenses -- i.e., I moved my family from the US to Australia for work.

2. Medical and Dental Expenses.

3. Home Mortgage.

4. I work out of my house -- can I deduct my phone/electricity/etc. bills?

5. I use my car for work -- can I deduct the gas/other car expenses?

6. Educational Expenses.

7. Child Care Expenses.

8. I am self-employed and take clients out for business.

9. I make IRA contributions.

1. I receive the Belgian "Epargne-Pension" -- how do I report this?

1. Swiss -- US FATCA Treaty Overview

2. FATCA model type chosen by Swiss Parliament

3. What searches does a Swiss bank have to do to comply with US FATCA?

4. Which types of Swiss financial accounts must the US individual report on FBAR / FATCA?

5. Which types of Swiss financial assets are not required to be reported on FBAR / FATCA ?

1. How do I report earned income on the tax questionnaire?

2. How do I report taxes paid on the tax questionnaire?

3. How do I break down taxes assessed jointly on myself and my non-US spouse on the jointly filed French Tax Declaration if I file separately in the U.S.?

1. Social Security in France (Sécurité Sociale)

2. US - France - Social Security Totalization Agreement

3. Taxation of Social Security Benefits

4. Contributions to Occupational Pension

5. Tie-Breaker Rule to Apply Treaty Benefits

6. Assurance Vie - how is this treated on my US tax return?

1. France - US FATCA Treaty overview

2. FATCA model type chosen by French Government

3. What searches does a French bank have to do to comply with US FATCA?

4. Which types of French financial accounts must the US individual report on FBAR / FATCA ?

5. Which types of French financial assets are not required to be reported on FBAR / FATCA ?

1. Salaire Brut

2. Sécurité Sociale

3. Bulletin de Salaire

4. Entreprise individuelle (EI)

5. Choix du nom de famille

6. L'impôt sur le revenu

7. La taxe foncier

8. Taxe d’Habitation

9. Plus-values immobiliers

10. L'impôt de solidarité sur la fortune

11. Assurance Vie

1. How do I report income on the tax questionnaire?

2. How do I report taxes paid on the tax questionnaire?

3. How do I report my deductions?

4. How do I report pension contributions?

5. How do I report pension payouts?

6. My taxes are taken out of my salary automatically but then I also have a deduction taken out for contributions to AVS (Basic Pension Insurance). Do I add these together for my income tax?

1. Social Security in the Switzerland (Old-age, Survivors' and Invalidity Benefits)

2. Swiss -- UK Social Security Totalization Agreement

3. Taxation of Social Security Benefits

4. Contributions to Employer Pension Schemes

5. Taxation of Pension Benefits

6. Extension of Treaty Benefits through the Non-Discrimination Clause

7. Tie-Breaker Rule to Apply Treaty Benefits

8. Is my Swiss Pension going to be double taxed? No.

1. Allocations familiales / Familienzulagen

2. Assurances sociales / Sozialversicherungen

3. Certificat de Salaire / Lohnausweis

4. Choix du nom de famille / Namenswahl bei Heirat

5. Imposition des successions / Besteuerung von Erbschaften

6. Le 2e Pilier / Die 2. Säule

7. Le 3e Pilier / Die 3. Säule

9. L’impôt foncier / Liegenschaftssteuer

10. Impôt sur les gains immobiliers / Grundstückgewinnsteuer

11. L’impôt sur la fortune immobilière / Vermögenssteuer auf Liegenschaften

12. L’Impôt sur le revenu / Einkommenssteuer zur Verfügung

13. Pension alimentaire / Unterhalt Aufcommen

1. How do I report income on the tax questionnaire?

2. How do I report taxes paid on the tax questionnaire?

3. How do I report my deductions?

4. How do I report pension contributions?

5. How do I report pension payouts?

6. As I live in Germany my taxes are taken out of my salary automatically. I also have a deduction taken out for the German Social Security system. Do I add these together for my income tax or is it just the tax paid and no National Insurance payment?

7. I receive Kindergeld --- how do I report this?

1. Social Security in Germany (Rentenversicherung)

2. US - Germany Social Security Totalization Agreement

3. Taxation of Social Security Benefits

4. Contributions to Employer Pension Schemes

5. Taxation of German Pension Benefits

6. Tie-Breaker Rule to Apply Treaty Benefits

1. Germany -- US FATCA Treaty Overview

2. When did German banks start sending data on the US account holders?

3. What searches does a German bank have to do to comply with US FATCA?

4. Which types of German financial accounts reported on FBAR / FATCA ?

5. Which types of German financial assets are not required to be reported on FBAR / FATCA ?

1. Who is considered a UK Resident?

2. What is a Domicile?

3. Is Foreign Income Taxed in the UK?

4. What is the UK income tax rate?

5. What is the UK tax year?

6. When is the UK tax due date?

7. How do you account for different tax years between US & UK?

8. What UK tax forms can I expect to receive?

9. Do I have to complete a UK tax return?

10. What other taxes aside from Income Tax should I be aware of?

11. What is the name for UK Tax Declaration document and who must have it prepared? Do you need its copy?

1. How do I report income on the Tax Questionnaire?

2. How do I report taxes paid on the tax questionnaire?

3. How do I report my deductions?

4. How do I report pension contributions?

5. How do I report pension payouts?

6. As I live in the UK my taxes are taken out of my salary automatically, but then I also have a deduction taken out for National Insurance. Do I add these together for my income tax or is it just the tax paid and no National Insurance payment?

1. I have UK ISA account with stocks. It contains a mixture of OEICS, investment trusts and individual shares. Do I have to report it as PFIC and how much would it cost?

2. Social Security in the UK (National Insurance)

3. US - UK Social Security Totalization Agreement

4. Taxation of Social Security Benefits

5. Contributions to Employer Pension Schemes

6. Taxation of UK Pension Benefits

7. Self-Invested Schemes (such as ISA)

8. Tie-Breaker Rule to Apply Treaty Benefits

9. Self Invested Personal Pension (SIPP)

1. UK - US FATCA Treaty overview

2. When did UK banks start sending data to the IRS?

3. What searches does a UK bank have to do to comply with US FATCA?

4. Which types of UK financial accounts reported on FBAR / FATCA ?

5. Which types of UK financial assets are not required to be reported on FBAR / FATCA ?

1. Benefits in kind

2. Building society

3. Cash ISA

4. Council Tax

5. Income Tax Allowances

6. Inland Revenue

7. HM Revenue and Customs (HMRC)

8. PAYE

9. SIPP

10. Self assessment

11. Stamp Duty Land Tax (England, Wales and Northern Ireland only)

12. Stocks and Shares ISA

13. Tax years

14. VAT

15. Unit Trust

1. Aksjesparekonto - stock savings account

1. Income Chargeable to Salaries Tax

2. Mandatory Provident Fund

3. Property Tax

4. Profits Tax

5. Salary Tax Computation

1. Opening a local business in Hong Kong as a US citizen:

2. What types of local business structures are there in Hong Kong, and what would be the US filing requirement?

3. 無限公司 (Partnership)

4. Limited Liability Company (LLC)

5. 有限公司 (Corporation)

6. Your pension in Hong Kong as a US citizen

7. Mandatory Provident Fund Schemes (MPFs)

8. Social Security Assistance (SSA)

1. Which types of Hong Kong financial accounts the U.S. individual must report on FBAR / FATCA?

2. Gross Salary, Wages

3. Bonus

4. Director’s Fees

5. Allowances:

6. Contributions made by employer to any pension

7. Employee Stock Option

8. Central Provident Fund (CPF)

9. Tax Borne by Employee

1. Income from salary, wages, benefits or taxable pensions

2. Income from interest and dividends and taxable Māori authority distributions

3. Tax on taxable income

4. Total tax paid

1. How to read Japanese Tax Statement (Gensen Choshu Hyo)

2. My salary gets paid by an employer in Japan. Do I need to file?

3. My spouse is not a resident and has no U.S. income. Do I need to get a US tax ID number for them?

5. What about my spouse’s parents? Can they be claimed as dependents?

6. My Japanese spouse has accounts that don’t have my name on them. Am I required to report these?

7. I have interest from Japanese post office and bank accounts. How is the interest reported?

8. I own stocks that are held in a brokerage account in Japan. Am I required to report this to the Internal Revenue Service?

9. Am I required to pay taxes on my Japanese pension (kōsei-nenkin)?

13. Am I subject to double taxation in Japan and the United States?

14. What exchange rate should I use?

1. I contribute to the Central Provident Fund (CPF) -- how is this handled on my US tax return?

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