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1
of
13
7%
Which tax year would you like to file for?
(Required)
Tax Year 2023
Tax Year 2022
Tax Year 2021 (Stimulus payment 3)
Streamlined Tax Amnesty Program (help me catch up, I'm at least 3 years behind)
Which stimulus payments have you received so far?
(Required)
Check all that apply.
None
I received stimulus payment 3 ($1,400ea)
I received a check, but I can't bank it
I received stimulus payments, but not for my U.S. dependents
Select your employment type
(Required)
Check all that apply.
Employee
I have a registered company
I have a partnership
Retirement or investment income
Unemployed or Government assistance income only
Self-employed / Freelancer / Micro-Entrepreneur / Contractor (not a company)
Roughly convert your annual income into US dollars.
(Required)
$0 - $100,000
$101,000 - $150,000
$151,000 - $250,000
Above $250,000
Do you have any children that hold U.S. citizenship and their own Social Security Number?
(Required)
Yes
No
Select the years in which they were younger than 17 years old on December 31
(Required)
Select all that apply
2018
2019
2020
2021 (younger than 18)
They were older in all years
Please confirm the following by selecting the statements...
(Required)
My dependent(s) lived with me for at least 6 months of the tax year in question
I contributed at least 50% of their costs during the tax year in question
Neither statement applies
How many children do you want to claim for?
(Required)
1
2
3
4
5+
Are you the owner or beneficiary of a non-US trust?
(Required)
No
Owner
Beneficiary
Both
More than one non-US trust
Do you invest in Mutual Funds, Unit Trusts, ETFs or QROPS?
(Required)
No
Yes
Maybe, I'm not sure exactly.
Tell us your main country of residence
(Required)
--- Select ---
Australia
Canada
France / Germany / Ireland
Japan
Netherlands
New Zealand
South Korea
United Arab Emirates
United Kingdom
Other
As you're filing from Australia, please select which accounts you hold...
(Required)
Superannuation
Self Managed Superannuation Fund
None
As you're filing from Canada, please select which accounts you hold...
TFSA
RESP
TFSA & RESP
None
As you're filing from New Zealand, please select which accounts you hold..
(Required)
Kiwisaver
None
As you're filing from the United Kingdom, please tell us about your private/employer pension.
(Required)
I have an employer pension. My employer and I contribute equal amounts into my pension.
I have an employer pension. My employer contributes a higher percentage than I do.
I have an employer pension. My employer contributes a smaller percentage than I do.
I have an employer pension. I don't know my contribution percentage.
None of the above
Other
Additional Info
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First
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