US Non Resident Personal Tax Return Checklist

 

To help you assemble your financial information for the preparation of your US Non-resident Personal Tax Return, please keep this checklist handy. The checklist should be completed and returned to us together with the financial information assembled.

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General Information Yes/No
NA
Provide/Instructions
a. Legal name
b. Social Security Number or Individual Tax Identification Number (ITIN)
 
c. Birth Dates
 
d. Country of Citizenship
 
 
 
e. Home address
 
 
f. Have you ever applied for a US visa? If yes, please provide us with an exact breakdown of all Visa processes and periods
 
 
g. Have you ever applied for a green card?
 
 
h. No. of days spent in US in 2012
 
 
i. No. of days spent in US in 2013
 
 
j. Exact breakdown of days travelled to US in 20 e.g.. March 15 – March 21; June 28 – July 2
 
 
k. Did you receive a compensation of more than $250,000 in 2014?
 
 
l. Did you receive any other US income in 2014 (eg. Dividend, Interest, Capital Gain)? If yes, please provide us with exact breakdown
 
 
m. Have you ever filed a US tax return? If yes, what was the latest year you've filed?
 
 
n. Occupation
 
 
o. Phone
 
 

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