H&R Block Tax Organizer (About You)

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ATTENTION: H&R Block Expat has gone through a technology renovation which included updating tax organizer forms. You are currently using an outdated form. Please contact a Client Relationship Professional at expattax@hrblock.com or call (816) 504-1665 for a link to your new organizer.

Thank you for registering,
 
Welcome back,
 
Next, we will need to gather some information about you, your income, and your expenses so that we can provide a price quote and prepare your return while maximizing your tax savings. Once you've finished, we'll provide you with a personalized checklist based on the answers to your questions to assist you in locating and uploading documents required by the IRS.

process

Not able to fill this form out now? Not a problem. We've sent you an email with a link to the form for you to access at your convenience. 
To make the process of gathering your information easier, we're excited to introduce an online Tax Organizer.  Using this online form, we'll gather updated information about you, your income, and your expenses so that we can provide a price quote and prepare your return for this upcoming season.  

process

Once you've finished, we'll provide you with a personalized checklist based on the answers to your questions to assist you in locating and uploading documents required by the IRS.  
If you have any questions, you can email expattax@hrblock.com or call (816) 504-1665

ATTENTION: H&R Block Expat has gone through a technology renovation which included updating tax organizer forms. You are currently using an outdated form. Please contact a Client Relationship Professional at expattax@hrblock.com or call (816) 504-1665 for a link to your new organizer.


AboutYou About You
PREFILL FIELDS

The following fields should be pre-filled within this form:

1)    To enable search with the Save and Submit connectors

      - Lead ID (for new clients)

      - Client ID (for returning clients)

      - Engagement ID (for returning clients)

2)  To populated the Welcome message

      - First Name

      - New Client?

3)    To demonstrate that we know the client:

      - First Name

      - Last Name

      - Email

4)    To enable country-specific logic

      - Country

5)    To determine if the client needs to sign a CSA

      - CSA Agreement Status

      - CSA Agreement Date

      - CSA Agreement Needed?

CALCULATED FIELDS

The following fields should be calculated within this form:

1)    To create a new Tax Organizer:

      - Tax Organizer Name

2)    To create a new Engagement (for returning clients for whom a current year engagement does not yet exist):

      - Engagement Name

3)    To pass the new CSA Agreement flag back into Salesforce:

      - New CSA Agreement Status

Personal Information
Please provide the first name that you would like us to use when communicating with you if it is different than your legal first name
If your last name on file with the Social Security Administration is different than the last name that you have listed above, please provide here.
To file a U.S. tax return, you will need an SSN or ITIN. If you need an SSN, please visit www.ssa.gov/ssnumber/ for more information. ITINs can be obtained by taxpayers who are ineligible for SSNs, but who need to file a U.S. return. This is done by attaching a completed Form W-7 to your return. You can obtain a copy of a W-7 by visiting the IRS website at www.irs.gov .
Your Contact Information
Please provide a secondary email if you would like us to communicate with you using more than one
Your Address
Please enter your address information for the country in which you currently live:
Please provide you and your spouse's previous addresses if different.
Your Tax Situation


checkmark 2016 Foreign Tax Return has been added to your document checklist
checkmark Prior Year U.S. Tax Return has been added to your document checklist
Foreign Financial Account Information
Tip
A foreign account includes checking, savings, investment, retirement accounts, and life insurance with a cash value that you own separately, jointly, or have signature authority over, but no ownership interest. These include both employer and individual retirement accounts as well as vested stock option accounts.
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A foreign account includes checking, savings, investment, TFSA, RESP, retirement arrangements, and life insurance with a cash value that you own separately, jointly, or have signature authority over, but no ownership interest. These include both employer and individual retirement accounts (e.g. RRSPs & RRIFs), as well as vested stock option accounts.
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You are required to submit an FBAR (FinCen Form 114) in any year when the aggregate value of your foreign financial accounts exceeds $10,000 USD. Previous to the 2016 year, this form was due by June 30th, however, this year the Form is due on the same date as your tax return, including extensions. In addition to the FBAR, you may have to file Form 8938 (Statement of Specified Foreign Financial Assets) with your tax return if the aggregate value of your foreign assets while living abroad exceed $300,000 throughout the year ($600,000 if filing jointly), or $200,000 on the last day of the year ($400,000 if filing jointly).
checkmark Submitted FBAR(s) has been added to your document checklist
You will be requested to provide information on each account on a later page
Your Spouse Information
Tip
If your spouse is not a U.S. citizen or permanent resident visa holder, they are not required to file a tax return, or be claimed on your return so long as they did not reside in the U.S. for a specified number of days (typically 6 months). While nonresident spouses can make an election to be treated as a U.S. resident and file jointly with their U.S. citizen/resident spouse, they are then required to report all income on the U.S. return. Additionally, he or she must obtain an ITIN if they do not already have an SSN, which can be a lengthy and costly process. It is typically not recommended to make this election outside of a few situations (for instance, the spouse is a non-working spouse and the taxpayer has a tax liability due to filing status), but you can always inquire with your Advisor to see if it makes sense for your specific situation.

Please note that your spouse's Last Name will need to match the name on record with the Social Security Administration
Your Dependent Children Information
Tip
Your children and other dependents can be a source of deductions and/or credits. These include childcare expenses for children under 13 at the time the care was provided, a possible child tax credit for dependents under the age of 17, higher education related expenses for tuition, and other various deductions. Be sure to fully answer the questions related to your dependent children throughout the questionnaire to maximize these benefits.
Child 
 
add another child
Trips to U.S.
Please list all your trips back to the U.S., whether for business or pleasure. For business days, only include the actual amount of days that you primarily spent working. This typically does not include weekends or holidays, unless those days were spent principally for work purposes.
Trip
 
Please provide a name for you, or your spouse's, trip that can be used as a reference (e.g. Taxpayer New York Trip)
add another trip
Your Tax Payment / Refund Method
If you owe taxes or are due a refund you have the choice to have those payments made either from or to a U.S. checking or savings account. Refunds are typically processed faster when directly deposited. Alternatively, payments made by direct withdrawal may save you extra fees charged for debit/credit payments, and may even save you from accruing additional interest & penalties.
Bank Information
If you have any questions, you can email expattax@hrblock.com or call (816) 504-1665

ATTENTION: H&R Block Expat has gone through a technology renovation which included updating tax organizer forms. You are currently using an outdated form. Please contact a Client Relationship Professional at expattax@hrblock.com or call (816) 504-1665 for a link to your new organizer.


AboutYou About You
Your Foreign Financial Account Information
Please provide information for each of your foreign accounts below.  To add additional accounts, click on 'add another account' at the bottom of the page.
Foreign Financial Account
 
Joint or Other Owner Information
Tip
You typically only have control of an account if the amounts in the account are not attributable to your wealth, but you have the authority to direct the assets held within the account. The most common types of these accounts include foreign business accounts and accounts which you have Power of Attorney over.
add another account
If you have any questions, you can email expattax@hrblock.com or call (816) 504-1665

ATTENTION: H&R Block Expat has gone through a technology renovation which included updating tax organizer forms. You are currently using an outdated form. Please contact a Client Relationship Professional at expattax@hrblock.com or call (816) 504-1665 for a link to your new organizer.


AYComplete
You have now completed the first section of your Tax Organizer, 'About You'.  Once you click the Next Section button below, you will have a chance to review the information that you entered before submitting the form and moving to the next section.  

If you would like to review or modify this section at a later time, simply click on 'Save my progress and resume later'.  Please keep in mind that once you have submitted a section, you will not be able to go back to make changes. 
If you have any questions, you can email expattax@hrblock.com or call (816) 504-1665
Save my progress and resume later | Resume a previously saved form

Contact Information