US TAX FILING CHECKLIST

IDENTIFICATION

	TAXPAYER	SPOUSE / PARTNER
SSN/ ITIN
DATE OF BIRTH (MMDDYYYY)
CURRENT HOME & MAILING ADDRESS
PHONE NUMBER
EMAIL ADDRESS

DEPENDENT INFORMATION

	NAME	DATE OF BIRTH	SSN/ ITIN	RELATIONSHIP	MONTHS AT HOME	F/T STUDENT?	(SPECIFY # of months)

WHAT COUNTRY(IES) ARE YOU CITIZEN OF?

Taxpayer Spouse / Partner
WERE YOU EVER A US CITIZEN?

YESNO
HAVE YOU EVER APPLIED FOR A GREEN CARD IN THE US?

YESNO
WERE YOU EVER A GREEN CARD HOLDER IN THE US?

YESNO
US VISA/ IMMIGRATION STATUS AS OF DEC. 31, 2023

TAXPAYER SPOUSE / PARTNER
HAVE YOU EVER CHANGED YOUR VISA STATUS IN THE US?

YESNO
US VISA/ IMMIGRATION STATUS AS OF DEC. 31, 2023

TAXPAYER SPOUSE / PARTNER
HAVE YOU EVER CHANGED YOUR VISA STATUS IN THE US?

YESNO
IF YES, PLEASE ADVISE THE DATE & NATURE OF CHANGE
DID YOU RECEIVE TOTAL COMPENSATION OF $250,000 OR MORE (WITHIN & OUTSIDE US) DURING 2022?

YESNO
DID YOU MOVE TO/ FROM THE US DURING THE YEAR? IF YES, INDICATE THE DATE OF THE MOVE?

YESNO
IF CANADIAN RESIDENT, DID YOU REGULARLY COMMUTE TO US FOR WORK?

YESNO

NUMBER OF DAYS PRESENT IN THE US DURING: (INCLUDING DAYS ON SHORT BUSINESS TRIPS, FAMILY VISITS, VACATION, NON-WORK DAYS & PARTIAL DAYS)

	TAXPAYER	SPOUSE / PARTNER
2022
2023

FOR 2022, LIST SPECIFIC DATES FOR EACH US FILER WHO WENT ANYWHERE IN THE US, FOR ANY PURPOSE

	TAXPAYER	SPOUSE / PARTNER
2022
2023

FOR 2022, LIST SPECIFIC DATES FOR EACH US FILER WHO WENT ANYWHERE IN THE US, FOR ANY PURPOSE:

FOR 2022, LIST SPECIFIC DATES FOR EACH US FILER WHO WENT ANYWHERE IN THE US, FOR ANY PURPOSE:

ADDITIONAL FILING REQUIREMENTS (SELECT ALL THAT APPLY)

FBAR (was the combined value of all your foreign financial accounts $10,000 or more at any time of 2023? Consider all checking & savings, brokerage, investment & RRSP/ RRIF, TFSA accounts etc. outside US)RESP (did you contribute to/ benefit from an RESP?)FOREIGN TRUST (are you a trustee or a beneficiary of a foreign trust?)FOREIGN CORP (do you directly, indirectly, or constructively own 10% or more of stock in a foreign corporation?)Type option 4
ELECTRONIC FILING / OTHER INFORMATION

Did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency, in 2022. Do you want to elect direct deposit of refund? Federal State(s)Do you want direct debit of tax payment?
MonthDayYear
Federal State(s) Withdrawal Date
Does the taxpayer want $3 to go to the Presidential Election Campaign Fund?Does the spouse want $3 to go to the Presidential Election Campaign Fund?Do you want to allow IRS & State tax agencies to discuss your tax return with the preparer?
COMMENTS
PLEASE VERIFY THAT YOU ARE A HUMAN*
Should be Empty:

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