Personal Details
Basic Tax Information
Filing Status
State Tax Return Required
Itemized Deductions
Foreign Earned Income
Foreign Taxes Paid
Types of Foreign Income
Rental Properties
Stock Sales during the year
Number of Stock Sale Transactions
# of RSU/ESPP of Stock Sale Transactions
# Virtual Currency Sales/Conversions/Exchanges
Ownership in
Income from US sources
W2 Income
Income from
Rental Properties
Schedule K1s
Stock Sales during the year
Number of Stock Sale Transactions
# of RSU/ESPP of Stock Sale Transactions
# Virtual Currency Sales/Conversions/Exchanges
Other Reporting Items
FATCA/FBAR
Maximum Value of Foreign Financial Assets in Foreign Currency
Maximum value of foreign financial assets in USD during the year
Number of Accounts to be Reported
Would you like us to prepare FBAR
Additional Reporting Required
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