Ex-Pats and International Tax

Workbook and Forms

ALL US citizens and Green Card holders are required to file every year and disclose financial assets.

2020 Workbook

For us to do your taxes, the workbook needs to be filled out and submitted to us. If a section does not apply to you, put N/A and skip that section.  We need to make sure we are covering all aspects of your US filing requirements.

TO USE THE WORKBOOK AS A PDF FILL, YOU MUST DOWNLOAD ADOBE READER PROGRAM IF NOT ON YOUR COMPUTER (It is a free download, no sign up/password required).  Save the workbook on your computer. Then OPEN THE WORKBOOK IN THE ADOBE ACROBAT READER DC PROGRAM (because just installing it isn’t enough, you will have to make sure you use it).  You will then be able to type and save it as often as you need to using Adobe Reader (download Adobe here). Or you can just print it out and handwrite the answers.

2020 Workbook

FBAR – Federal Bank Reporting

All non-residents present more than 183 days in the US, US citizens, and Green card holders with more than 10K in the aggregate outside of the US (including retirement accounts) must complete this form. This even includes accounts that you may only have signatory authority.

FBAR Reporting

Ready to Get Started?

Confused about traveler taxes? Don’t know where to start filing a Crossborder or International return? Look no further! We are here to help! Please review our process below to get started!

Frequently Asked Questions

Yes, if you are claiming a tax home in another country, that country has the right to tax worldwide income. You may be entitled to tax credits and exclusions based on your situation. Usually, you will not get double taxed. The tax treaties are in place to account for this.

Yes, but only if they consider the income in both countries. You cannot file returns in a vacuum reporting only US income to the US and vice versa. We prefer to do both to ensure accuracy.  Our fee includes doing both because we still must do the work even if we do not submit the return.  So why pay TravelTax and someone else to do the same work? 🙂

Yes, though the treaty will decide functional residency for tax purposes.

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