H&R Block Tax Organizer (Your Expenses)

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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 You are currently using an outdated form.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.


expenses Your Expenses
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)

      - Tax Organizer ID

      - First Name

      - Last Name

      - Email

2)  To calculate field names and to determine 7216 signature for the Taxpayer

      - First Name

      - Last Name

3)    To enable country-specific logic

      - Country

4)  To determine 7216 signature for the Spouse

      - Filing Jointly?

      - Spouse First Name

      - Spouse Last Name

CALCULATED FIELDS

The following fields should be calculated within this form:

1)    To create a new Expense Information object 

      - Expense Information Name

2)  To create a new Other Information object

     - Other Information Name


Childcare Expense Information
Tip
If you paid a childcare center, sitter, day camp, or other care provider to care for a qualifying dependent child under age 13 when the care was provided, you may be eligible for a tax credit of up to 35 percent of qualifying expenses of $3,000 for one dependent, or up to $6,000 for two or more dependents. Qualifying expenses do not include private school fees, overnight camp fees, or sporting fees not related to care.
checkmark Childcare Receipts has been added to your document checklist
Please provide estimated expenses below
Estimated Childcare Expenses
 
Tuition Information
Tip
An education credit helps with the cost of higher education by reducing the amount of tax owed on your tax return. If the credit reduces your tax to less than zero, you may get a refund if the student is in one of their first 4 years of undergraduate school. If the student attended a university based in the U.S., they should receive Form 1098-T which reports the amount of eligible expenses. While some, but not all, foreign schools are also eligible for education related benefits, it is less likely you will receive Form 1098-T from that university. Instead, obtain copies of the expenses and payments made during the year and upload it to your file.
checkmark Tuition Form(s) 1098-T has been added to your document checklist
Please provide estimated expenses below
Estimated Tuition Expenses
Moving Expense Information
Tip
If you moved due to a change in your job or business location, or because you started a new job or business, you may be able to deduct your reasonable moving expenses. Your new workplace must be at least 50 miles farther from your old home than your old job location was, and you must work full-time for at least 39 weeks during the first 12 months (78 weeks during 24 months if self-employed). Deductible expenses include travel, transportation, and shipping expenses incurred by you and your family, if claimed on your return.
checkmark Move-Related Transportation and Storage Receipts has been added to your document checklist 
checkmark Move-Related Travel Receipts has been added to your document checklist
Student Loan Interest Information
Tip
You may be able to deduct interest you pay on a qualified student loan. Generally, the amount you may deduct is the lesser of $2,500 or the amount of interest you paid. It is subject to a phaseout, which means the amount of the deduction gradually decreases and phases out completely if your modified adjusted gross income (MAGI) amount reaches the annual limit. You should receive a Form 1098-E, either in the mail or online, that reports the amount of interest paid.
checkmark Student Loan Interest Form(s) 1098-E has been added to your document checklist
U.S. IRA Contribution Information
Tip
You still may be able to contribute to an IRA if you are living and working abroad. Contributions to IRAs are limited to the lesser of $5,500 ($6,500 if 50 or over) or your taxable compensation for the year. If you exclude all your income using the foreign earned income exclusion, you are unable to contribute to a Traditional or Roth IRA because the amount of taxable compensation would be $0. However, claiming a tax credit for foreign taxes in lieu of excluding your income does not have the same effect. In this case, you still may be able to contribute depending on your employer retirement plan status and gross income. For more information on IRA contribution limits, please refer to this IRS article. 
Traditional IRA Information 
Tip
Traditional IRA contributions can be tax deductible for the year in which you make the contribution, up to the April tax filing deadline. However, the amount of any possible deduction depends on your filing status, whether you or your spouse, if filing jointly, contributed to a U.S. employer plan during the year, and your modified gross income. If you and your spouse are not participating in a U.S. employer plan, a full deduction is allowed.
checkmark Traditional IRA Form(s) 5498 has been added to your document checklist
Roth IRA Information
Tip
Roth IRAs are a good investment to defer earnings in a retirement account and benefit from tax-free income upon retirement. While you can't deduct contributions to a Roth IRA, the benefits for these plans come upon receiving the income after you reach the age of 59 ½. The one drawback to Roth IRAs is that they have phaseout ranges where you are no longer eligible to contribute to the plans due to your income level. The eligible ranges can be viewed on this IRS article. 
checkmark Roth IRA Form(s) 5498 has been added to your document checklist
SEP Plan Information
Tip
SEP plans are popular U.S. retirement investments for self-employed individuals. There are a couple of major distinctions with SEP plans when compared to other forms of IRAs. For one, contributions are not limited to the $5,500 ($6,500) max, but rather calculated based on your net earnings from self-employment. Secondly, excluding income does not generally affect your ability to contribution to an SEP plan like it does with other types of IRAs. For more information on retirement plans for self-employed individuals, please refer to this IRS article. 
checkmark SEP Plan IRA Form(s) 5498 has been added to your document checklist
checkmark Rollover Form(s) 1099-R has been added to your document checklist 
Mortgage Interest Information
Tip
The deduction for mortgage interest is one of the more popular deductions expats have at their disposal. The deduction is allowed for interest paid on a primary and secondary, non-rental home during the year. This is true whether the property is located within the U.S. or abroad.
Mortgage
 
Please provide a unique name for this mortgage that can be used as a reference (e.g. Vacation Home Mortgage)
doccheckmark Mortgage Form(s) 1098 has been added to your document checklist 
Please provide the information below
Foreign Mortgage Bank Information
Please provide the information below:
checkmark Foreign Bank Mortgage Interest Statement(s) has been added to your document checklist
Real Estate Property Tax Information
Tip
Another popular deduction for expats, property/council taxes levied on the value of non-rental real estate that you own can be claimed whether paid to a U.S. or foreign taxing authority.
checkmark Property Tax Receipt(s) has been added to your document checklist
U.S. Personal Property Tax Information
Tip
State and local personal property taxes charged on assets are eligible for a deduction. However, foreign property/council taxes and wealth taxes are not eligible for the deduction. You are entitled to claim the amount of personal property taxes you actually paid during the year, even if they were levied in previous years.
checkmark U.S. Personal Property Tax Receipt(s) has been added to your document checklist
Medical Expense Information
Tip
Medical expenses can only be claimed if they exceed 10% of your gross income (7.5% if you or your spouse is 65 or older). In addition, only the amount of expenses that exceed this threshold are eligible. Due to such high thresholds, medical expenses are seldom claimed on expat returns. Before digging through and uploading all your receipts, it is best to first determine whether the expense amounts would near the threshold or not.
checkmark Medical and Dental Receipt(s) has been added to your document checklist
Other Expense Information
Tip
Other eligible expenses included charitable contributions, alimony paid, unreimbursed employment expenses, last year’s tax preparation fees, and other expenses you believe may be relevant. If you are not sure whether the expense qualifies or not, please list it below and your Advisor will determine whether it can be claimed. If any single contribution amounts to $250 or more, or is related to contributing property, please upload receipts for these expenses.
COUNTER FIELDS
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.


expenses Your Expenses
Other Information
The information asked below is to determine whether additional information may need to be obtained for filing your tax return(s). if you are unsure about one of the questions, please answer it to the best of your knowledge and include a note in the Notes section on the next page. If filing jointly, please answer the below questions with respect to you and your spouse.
Rental Housing
Rental Housing Expense Information
Retirement Plans
Country of Residence Employer Retirement Plan Information
checkmark Employer-Sponsored Retirement Plan Statement(s) has been added to your document checklist
Contribution Information
%
%
checkmark Foreign Individual Retirement Plan Statement(s) has been added to your document checklist
checkmark Foreign Retirement Plan Rollover Statement(s) has been added to your document checklist
checkmark Foreign Life Insurance and Annuity Statement(s) has been added to your document checklist
Investments and Other Interests
checkmark Foreign Mutual Fund Statement(s) has been added to your document checklist
checkmark  U.K. ISA Statement(s) has been added to your document checklist
checkmark TFSA or RESP Account Statement(s) has been added to your document checklist

Based on this answer, more information may be needed to prepare the details of your business. Your Advisor will follow up with you in regards to the business. In the meantime, please provide the information below.
Foreign Business Entity Information
Tip
Ownership in a non-U.S. based business entity, such as a limited company or partnership may require additional informational reporting depending on the % of ownership you have in the business. Reporting requirements are usually not triggered unless you own 10% or more of the company, but ownership from spouses and other family members may be attributed to you to determine the percentage you are deemed to own for these reporting requirements.
%
%
checkmark Foreign Business Entity Income Statement(s) has been added to your document checklist
checkmark Foreign Business Entity Balance Sheet Statement(s) has been added to your document checklist
checkmark Foreign Trust Statement(s) has been added to your document checklist
Gifts and Inheritances
checkmark Gift Document(s) has been added to your document checklist
Please provide information on this gift or inheritance below
Non-U.S. Gift or Inheritance Information
Tip
Gifts or inheritances from U.S. nonresident individuals, or foreign entities, partnerships, or estates need to be reported if the amount of such gift or inheritance exceeds $100,000 ($15,761 if from a foreign business). While there may not be any additional tax consequences, there are penalties for not timely reporting the receipt of the gift or inheritance on your U.S. return.

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.


expenses Your Expenses
Client Notes

If you have any questions, you can email expattax@hrblock.com or call (816) 504-1665
logo

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.

H&R Block Expat Tax Services is strongly committed to protecting the privacy of your information.We hold all your tax and financial information in the strictest confidence. We require all companies who have access to your information to maintain appropriate security and confidentiality of your information according to our privacy notice and only process your information pursuant to our instructions. 

If you have any questions regarding this consent, you may review our FAQ document.
Consent to Disclose Tax Return Information
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer affects the tax return preparation service(s) that we provide to you and its (their) cost, we may decline to provide you with tax return preparation services or change the terms (including the cost) of the tax return preparation services that we provide to you if you do not sign this form. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. As you direct, you may limit the scope of your consent to disclose your tax return information.

This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security Number (“SSN”). Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States that will receive your SSN maintain the necessary data protection safeguards (as required by the regulations under 26 U.S.C. section 7216) to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, federal agencies may not be able to enforce United States laws that protect the privacy of your tax return information against a tax return preparer outside of the United States to whom the information is disclosed.







If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

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.


Expenses
You have now completed the final section of your Tax Organizer, 'Your Expenses'.  Once you click the Submit button below, you will have a chance to review the information that you entered before processing the form and moving to your Document Checklist.  

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. 
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