Full customer’s name

Have you been a US citizen, by birth or naturalization (you hold US passport), on the last day of the tax year you are applying for?*

Yes
No

Have you ever been a green card holder?*

Yes
No

When did you obtain Green Card?*

Have you ever applied for US citizenship/lawful residence?*

Yes
No

What is the status of your application?*

What type of visa did you have on the last day for the tax year you are applying for?*

Were you in the US during 2023 tax year?*

Yes
No

Have you ever been in the US?*

Yes
No

When was your first visit to the US?*

Are you still in the US?*

Yes
No

NOTE: Your residency status is determined by the complete history of all your visits to the US including any visits as a student, trainee, tourist and all other entries to the US from 1988 onwards.Please provide details below of all your visits to the US starting from 2018.

Visa Details

Visa type

Issue date of your most recent visa*

Expiry date of your most recent visa*

Country of Citizenship*

Country of residence before you entered the US?*

Have you changes your visa during 2021?*

Yes
No

Previous visa type*

Date of change*

I have read and accept taxback.com's terms and conditions*

I agree to receive direct marketing communication from taxback.com

Personal Details

First Name*

Middle Name

Last Name*

Date of Birth*

Email*

Country Code*

Telephone*

Country Code*

Mobile*

street address*

City*

county/state*

ZIP/Postal code

Occupation type*

What type?*

Occupation*

Are you blind or disabled?*

Yes
No

Do you have a US tax identification number (SSN/ITIN)?*

Yes
No

SSN / ITIN*

Do you want Taxback to prepare an ITIN application for you?*

Yes
No

Can you be claimed as a dependent on someone else's US Tax return?*

Yes
No

Filing Status preference*

Is your spouse claiming Itemized or Standard deduction on the return you are applying for?*

Itemized Deduction
Standard Deduction

Spouse information

Spouse first name*

Middle Name

Spouse surname*

Does your spouse have a US tax identification number (SSN/ITIN)?*

Yes
No

SSN / ITIN*

Is your spouse requied to have a US tax identification number (SSN/ITIN)?*

Yes
No

Can your spouse be claimed as a dependent on someone else's US Tax return?*

Yes
No

Your spouse's date of birth*

Your spouse's country of citizenship*

Yor spouse's country of residence before you entered the US?*

Your spouse's occupation type*

Occupation*

Do you have a son, daughter, stepchild, foster child, brother, sister, stepbrother, stepsister, half brother, half sister, or a descendant of any of them (for example, your grandchild, niece, or nephew) who are: - under age 19 at the end of the year you are applying for and younger than you (or your spouse, if filing jointly), or - under age 24 at the end of the year you are applying for, a student, and younger than you (or your spouse, if filing jointly) or, - any age and permanently and totally disabled, that- did not provide over half of his or her own support for the year you are applying for-Who isn't filing a joint return or is filing a joint return for the year you are applying for only to claim a refund of withheld income tax or estimated tax paid, and- who lived with you for more than half of the year you are applying for*

Yes
No

Child information

Are dependent(s) being claimed on a former spouse's tax return due to divorce decree or by separation agreement?*

Yes
No

Was the child a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico?*

Yes
No

Was the child married?*

Yes
No

Could you, or your spouse if filing jointly, be claimed as a dependent on someone else's tax return for the year you are applying for?*

Yes
No

Did the child have a Social Security Number(SSN), Individual Taxpayer Identification(ITIN) Number, or Adoption Taxpayer Identification Number(ATIN) issued on or before the due date of your return (including extensions)?*

SSN
ITIN
ATIN
None

Do you have a relative who is your…- son, daughter, stepchild, foster child, or a descendant of any of them (forexample, your grandchild), or- brother, sister, half brother, half sister, or a son or daughter of any of them (forexample, your niece or nephew), or- father, mother, or an ancestor or sibling of either of them (for example, yourgrandmother, grandfather, aunt, or uncle)- stepbrother, stepsister, stepfather, stepmother, son-in-law, daughter-in-law,father-in-law, mother-in-law, brother-in-law, or sister-in-law- any other person (other than your spouse) who lived with you all year as amember of your household if your relationship didn't violate local law, and- who doesn't file such a return or files only to get a refund of withheld income tax or estimated tax paid- who had gross income of less than $4,150 during the year you are applying for- for whom you provided over half of his or her support during the year you areapplying for.*

Yes
No

Are relative(s) being claimed on a former spouse's tax return due to divorce decree or by separation agreement?*

Yes
No

Was your qualifying relative a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico?*

Yes
No

Was your qualifying relative married?*

Yes
No

Additional Personal Information

Have you ever filed a tax return before?*

Yes
No

Send us copies of last tax returns filed.

Tax year(s) you want your tax return prepared for?*

Have you established a Tax Home* outside the US?*

Yes
No

What were your living arrangements in the non-US country during the tax year you are applying for?*

Health Coverage Information

Have you had Health Coverage in US for the tax year you are applying for?*

Yes
No
Part of the year /months/

Part of the year /months/

Have you worked outside the US during the tax year(s) you are applying for?*

Yes
No
Part of the year /months/

Part of the year /months/

Which country?*

Have you filed a non-US tax return for the tax year(s) you are filing a US tax return(s) for?*

Yes
No

Which country?*

US Income

Have you received income from sources within the US?*

Yes
No

Have you received income from employment or were you considered an employee receiving compensation at any time during the tax year(s) you need to prepare return(s) for?*

Yes
No

Have you received W2 form from each such empoyment?*

Yes
No

Do you have final cumulative pay slips for each such employment?*

Yes
No

Would you like Taxback to obtain replacemnts of the missing payment documents on your behalf?*

Yes
No

Please, send copies of W2 forms/final cumulative payslips from each employment.

Have you received nonemployee (self-employed) income during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received rental income from a property located inside the US? *

Yes
No

Have you received dividends income?*

Yes
No

Have you received interest income?*

Yes
No

Have you received investment income?*

Yes
No

Have you received capital gains?

Yes
No

Have you received capital gains on the sale of a primary residence?*

Yes
No

Please, send your 1099-B forms, 1099-INT or 1099-OID and 1099-DIV respectively.

Have you been repaid prior year’s state refund during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you received IRA distributions during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received pensions and annuities during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Please, send your 1099-R form.

Have you received unemployment compensation during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received 1099-G?*

Yes
No

Please, send a copy of 1099-G.

Have you received alimony during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you received Social Security Benefits during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received SSA-1099 form? *

Yes
No

Please, send us a copy of SSA-1099.

Have you received scholarship or fellowship grants during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much was the scholarship and grant for?*

Have you received statement(s)s showing the amounts? *

Yes
No

Send us copies of such statement(s).

Have you received income from partnerships, trusts or estates during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Have you received Schedule K-1 and/or other income statement respectively?*

Yes
No

Send copies of Schedule K-1 and/or other statements.

Have you received Gambling income during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Have you received W2-G?*

Yes
No

Please, send a copy of W2-G or any other document showing your gambling winnings.

Have you received awards or prizes during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

How much?*

What was it for?*

If you have statement(s) showing the amount(s) you received, please, send a copy of each such statement.

Any other type of income you have received during the tax year(s) you need to prepare tax return(s) for not already listed:

Adjustments and credits

Have you paid alimony during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you had unreimbursed medical expenses during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you had State and local property taxes not paid or accrued in carrying on a trade or business during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

What type?*

How much?*

Have you had State and local income, war profits, and excess profits taxes (or sales taxes in lieu of income, etc. taxes) paid or accrued in the tax year(s) you need to prepare tax return(s) *

Yes
No

How much?*

Have you paid mortgage interest on a loan used to buy, build or substantially improve your main home and/or second home during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you made gifts to charity, cash and non-cash, during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

To what organization?*

Have you experienced losses attributable to a disaster declared by the President area during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Please, give details*

Have you incurred any child or dependent expenses during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Care provider name:*

Care provider address:*

Care provider identification number (Social Security Number or Employer Identification Number):*

Amount of qualifying expenses you paid: *

Have you received dependent care benefits during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Amount of total dependent care benefits you received during the tax year(s) you need to prepare tax return(s) for*

Part of the total amount you received as an employee (don’t include amounts added to Box 1 wages of your W2(If you were self-employed or a partner, include amounts you received under a dependent care assistance program from your sole proprietorship or partnership):*

Have you claimed Earned Income Credit, Educational Credit, Child Tax Credit and Additional Child Tax Credit that has been disallowed or adjusted by the Internal Revenue Service?*

Yes
No

Please, advise for what year and reason for adjustment:*

Non-US Income

Have you received any type of non-US income during the tax year you are applying for?*

Yes
No

From what country?*

If more than one, please, select here*

Yes
No

Country

Country

Country

Have you received income from employment or were you considered an employee receiving compensation at any time during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Do you have Year-To-Date cumulative payment documents?*

Yes
No

Please, provide copies of the payment documents for each such employment.

Employer's information

Name*

Address*

Entity type*

Non-US entity
Foreign affiliate of a US company
US company

Have you received rental income from a property located outside the US? *

Yes
No

Have you received nonemployee (self-employed) income during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Portfolio/ Brokerage Account information for the tax year(s) you need to prepare tax return(s) for:

Have you received dividends income?*

Yes
No

Have you received interest income?*

Yes
No

Have you received investment income?*

Yes
No

Have you received capital gains?
If you have received capital gain on the sale of primary personal residence check here:*

Yes
No

Have you received retirement distributions during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received pensions and annuities during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Do you have statement(s)?*

Yes
No

Please, send copies of statements.

Have you received unemployment compensation during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

Have you received statement(s)? *

Yes
No

Please, send a copy of unemployment compensation.

Have you received alimony during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much?*

Have you received Social Security Benefits during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Have you received a statement? *

Yes
No

Please, send us a copy of the statement.

Have you received scholarship or fellowship grants during the tax year(s) you need to prepare tax return(s) for?*

Yes
No

How much was the scholarship and grant for?*

Have you received statement(s)s showing the amounts? *

Yes
No

Please, send us copies of such statement(s).

Have you received income from partnerships, trusts or estates during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Have you received income statement(s) showing the income paid?*

Yes
No

Please, send copies of statements.

Other types of income

Have you received Gambling income during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Have you received a statement? *

Yes
No

Please, send a copy of the statement.

Have you received awards or prizes during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

How much?*

What was it for?*

Any other type of income you have received during the tax year(s) you need to prepare tax return(s) for not listed above?

Self-Employment Income

Have you received nonemployee (self-employed) income during the tax year(s) you need to prepare tax return(s) for? *

Yes
No

Are you performing non-employee/self-employment services in or outside the US?*

US
Outside the US

Which country?*

Under what name are you operating your self-employment activities:*

Have you registered an entity to operate your self-employment business?*

Yes
No

Which country do you operate your self-employment business?*

Have you been issued an Employer Identification Number (EIN)?*

Yes
No

Address of business

street address*

City*

county/state*

Country*

Principal business or profession, including product or service*

What type of accounting method do you use?*

Cash*
Accrual**
Other

*Income is constructively received when it is credited to your account or set aside for you to use.

** Report income when earned and deduct expenses when incurred even if not paid during the tax year.

Have you started or acquired the business during the tax year you applying for? *

Yes
No

Have you received a 1099-MISC or any other document and/or records showing the nonemployee compensation/self-employed income you have received? *

Yes
No

Please, provide copies of payment documents if you have them as well as amount(s) you received during the tax year(s) you need to prepare tax return(s) for at the end of the questionnaire along with any expenses you incurred to operate as a self-employed person.

Have you made payments during the tax year that would acquire you to file 1099 Form(s)?*

Yes
No

Have you filed the required 1099 forms?*

Yes
No

Please, state gross receipts or sales amount*

Please, state sales returns and allowances* *

* A sales return is a cash or credit refund you gave to customers who returned defective, damaged, or unwanted products. A sales allowance is a reduction in the selling price of products, instead of a cash or credit refund.

Do you sell goods?*

Yes
No

What was the inventory value at the beginning of the year?*

What is the inventory value at the end of the year?*

If you have received other type of Self-employed income, please, state it here

Self-employment expenses:
Please, provide a list with the expenses you incurred to perform the services as a non-employee or self-employed person.

Advertising*

Yes
No

Amount*

Car and truck ¹ *

Yes
No

Amount*

Commissions and fees*

Yes
No

Amount*

Contract labor ² *

Yes
No

Amount*

Employee benefit programs ³*

Yes
No

Amount*

Insurance (other than health)*

Yes
No

Amount*

Interest*

Yes
No

Type*

Amount*

Mortgage (paid to banks, etc.) *

Yes
No

Amount*

Other mortgage *

Yes
No

Amount*

Legal and professional services *

Yes
No

Amount*

Office expense *

Yes
No

Amount*

Pension and profit-sharing plans *

Yes
No

Amount*

Rent or lease (vehicles, machinery, and equipment) *

Yes
No

Amount*

Rent or lease (vehicles, machinery, and equipment) *

Yes
No

Amount*

Repairs and maintenance*

Yes
No

Amount*

Supplies*

Yes
No

Amount*

Taxes and licenses *

Yes
No

Amount*

Travel *

Yes
No

Amount*

Meals ⁴ *

Yes
No

Amount*

Utilities *

Yes
No

Amount*

Wages (less employment credits) *

Yes
No

Amount*

Other expenses*

Yes
No

Amount*

Type*

(1) The business portion of expenses for gasoline, oil, repairs, insurance, license plates, etc.

(2) Contract labour includes payments to persons you do not treat as employees for services performed for your trade or business.

(3) Contributions to employee benefit programs that are not an incidental part of a pension or profit-sharing plan.

(4) This includes expenses for meals while traveling away from home for business, but not entertainment expenses.

Rental income

Have you received rental income from a property located inside or outside the US? *

Yes
No

Are you the sole owner of a rental property located inside or outside the US?*

Yes
No

Additional Owner Details

Full name*

Marital Status*

US Taxpayer Identification Number if any (ITIN, SSN):*

Yes
No

SSN / ITIN*

Address*

Telephone*

Email address*

Please, list the tax year(s) for which you need to report rental income:*

Does the additional owner have US visa? *

Yes
No

LIST US ENTRY AND EXIT DATES FOR THE ADDITIONAL OWNER

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

USA Entry Date

USA Exit Date

Visa type (if applicable) and purpose of visit:

Type of property*

Full address of property

street address*

City*

county/state*

Country*

ZIP/Postal code

Please specify*

Property Ownership percentage

Primary Owner:*

Secondary Owner:*

Additional Owner:*

If property is building and land, please, specify the percentage that corresponds to the building and the land from the property’s acreage:

Building:

Land:

Property purchased price:
*If property was inherited, please, provide the Fair Market Value of the property on the date of the decedent’s death or if an alternate valuation date was picked by the executor of the estate. *

Of which own funds:*

And borrowed funds:*

Please, provide copy of Settlement statement for when you acquired the property.

Date of sale transaction or inheritance: *

If property is building and land, please, specify the percentage that corresponds to the building and the land from the property’s price, if known:

Taxes and fees you paid, including on behalf of the seller, when you purchased the property:*

Was the entire property rented to a tenant? *

Yes
No

Specify the percentage of property rented:*

Number of days the property was either used either partly or fully by the owner(s) private use for the years you are reporting rental income for:*

Letting start date (as per contract or when property was available for rent, whichever is earlier):*

Number of days property was rented to tenant(s) during the year(s) you are reporting income for:*

Did you let the property through an agent? *

Yes
No

Please, provide agent’s name:*

If you have mortgage, in which country was the mortgage taken out?*

Please, specify the date the mortgage was taken out:

Loan amount:

What percentage of the loan was used to purchase the property?*

Is the mortgage loan secured by the property only or are you also liable for the repayment? *

Property
Property and personal liability

Rent received /January/:

Rent received /February/:

Rent received /March/:

Rent received /April/:

Rent received /May/:

Rent received /June/:

Rent received /July/:

Rent received /August/:

Rent received /September/:

Rent received /Octomber/:

Rent received /November/:

Rent received /December/:

Rent deposits held /January/:

Rent deposits held /February/:

Rent deposits held /March/:

Rent deposits held /April/:

Rent deposits held /May/:

Rent deposits held /June/:

Rent deposits held /July/:

Rent deposits held /August/:

Rent deposits held /September/:

Rent deposits held /Octomber/:

Rent deposits held /November/:

Rent deposits held /December/:

Expense Information

Advertising /January/:

Advertising /February/:

Advertising /March/:

Advertising /April/:

Advertising /May/:

Advertising /June/:

Advertising /July/:

Advertising /August/:

Advertising /September/:

Advertising /Octomber/:

Advertising /November/:

Advertising /December/:

Auto and Travel* /January/:

Auto and Travel* /February/:

Auto and Travel* /March/:

Auto and Travel* /April/:

Auto and Travel* /May/:

Auto and Travel* /June/:

Auto and Travel* /July/:

Auto and Travel* /August/:

Auto and Travel* /September/:

Auto and Travel* /Octomber/:

Auto and Travel* /November/:

Auto and Travel* /December/:

Commissions /January/:

Commissions /February/:

Commissions /March/:

Commissions /April/:

Commissions /May/:

Commissions /June/:

Commissions /July/:

Commissions /August/:

Commissions /September/:

Commissions /Octomber/:

Commissions /November/:

Commissions /December/:

Legal and other professional fees /January/:

Legal and other professional fees /February/:

Legal and other professional fees /March/:

Legal and other professional fees /April/:

Legal and other professional fees /May/:

Legal and other professional fees /June/:

Legal and other professional fees /July/:

Legal and other professional fees /August/:

Legal and other professional fees /September/:

Legal and other professional fees /Octomber/:

Legal and other professional fees /November/:

Legal and other professional fees /December/:

Insurance /January/:

Insurance /February/:

Insurance /March/:

Insurance /April/:

Insurance /May/:

Insurance /June/:

Insurance /July/:

Insurance /August/:

Insurance /September/:

Insurance /Octomber/:

Insurance /November/:

Insurance /December/:

Management fees /January/:

Management fees /February/:

Management fees /March/:

Management fees /April/:

Management fees /May/:

Management fees /June/:

Management fees /July/:

Management fees /August/:

Management fees /September/:

Management fees /Octomber/:

Management fees /November/:

Management fees /December/:

Mortgage interest paid to banks, etc.** /January/:

Mortgage interest paid to banks, etc.** /February/:

Mortgage interest paid to banks, etc.** /March/:

Mortgage interest paid to banks, etc.** /April/:

Mortgage interest paid to banks, etc.** /May/:

Mortgage interest paid to banks, etc.** /June/:

Mortgage interest paid to banks, etc.** /July/:

Mortgage interest paid to banks, etc.** /August/:

Mortgage interest paid to banks, etc.** /September/:

Mortgage interest paid to banks, etc.** /Octomber/:

Mortgage interest paid to banks, etc.** /November/:

Mortgage interest paid to banks, etc.** /December/:

Other interest /January/:

Other interest /February/:

Other interest /March/:

Other interest /April/:

Other interest /May/:

Other interest /June/:

Other interest /July/:

Other interest /August/:

Other interest /September/:

Other interest /Octomber/:

Other interest /November/:

Other interest /December/:

Repairs /January/:

Repairs /February/:

Repairs /March/:

Repairs /April/:

Repairs /May/:

Repairs /June/:

Repairs /July/:

Repairs /August/:

Repairs /September/:

Repairs /Octomber/:

Repairs /November/:

Repairs /December/:

Supplies /January/:

Supplies /February/:

Supplies /March/:

Supplies /April/:

Supplies /May/:

Supplies /June/:

Supplies /July/:

Supplies /August/:

Supplies /September/:

Supplies /Octomber/:

Supplies /November/:

Supplies /December/:

Taxes /January/:

Taxes /February/:

Taxes /March/:

Taxes /April/:

Taxes /May/:

Taxes /June/:

Taxes /July/:

Taxes /August/:

Taxes /September/:

Taxes /Octomber/:

Taxes /November/:

Taxes /December/:

Utilities /January/:

Utilities /February/:

Utilities /March/:

Utilities /April/:

Utilities /May/:

Utilities /June/:

Utilities /July/:

Utilities /August/:

Utilities /September/:

Utilities /Octomber/:

Utilities /November/:

Utilities /December/:

Other /January/:

Other /February/:

Other /March/:

Other /April/:

Other /May/:

Other /June/:

Other /July/:

Other /August/:

Other /September/:

Other /Octomber/:

Other /November/:

Other /December/:

* You can deduct ordinary and necessary auto and travel expenses related to your rental activities, including 50% of meal expenses incurred while traveling away from home. In most cases, you can either deduct your actual expenses or take the standard mileage rate. You must use actual expenses if you used more than four vehicles simultaneously in your rental activities.

** If you have a mortgage on your rental property, enter the amount of interest you paid for the tax year in question to banks or other financial institutions within the US.

Have you made improvements to the property (including, but not limited to replacing old roof or adding new rooms, porch or swimming pool, building a fence and landscaping)?*

Yes
No

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Type

Cost

Approximate time improvement occurred

Was the combined value of all foreign financial accounts* (savings and checking bank accounts, time deposits, securities accounts, commodities, futures and options, insurance policies with cash value and mutual funds) you own or have signature authority for, in excess of USD 10,000 (or the equivalent of USD in foreign currency) at any time during the year you are applying for? *

Yes
No

*Including the foreign branches of a US bank.

Did you have financial interest in 25 or more financial accounts during the tax year?*

Yes
No

Was the combined value of all financial accounts mentioned above as well as foreign stock held in a foreign brokerage account, foreign stock held outside a foreign brokerage account, foreign partnership interest, foreign accounts, non-accounts investments held by foreign or domestic grantor, trusts where you are the grantor, foreign hedge and life and private equity funds, more than USD 50,000 at the end of the year or more than USD 75,000 at any time during the year (single filers) and USD 100,000 at the end of the year or USD 150,000 ( married filing jointly filers) for individu-als living in the US. For individuals who have lived outside the US for more than 330 days during the taxable year, the amounts are USD 200,000 at the end of the year or USD 300,000 at any time during the tax year (for single filers) and USD 400,000 at the end of the year or USD 600,000 at any time during the year (for married filing jointly filers)? *

Yes
No

Type of account owned:*

Separately owned
Jointly owned
Signature Authority

Maximum value of account for the period listed above?*

Type of account?*

Name of entity*

street address*

City*

county/state*

Country*

ZIP/Postal code

Account number or other designation*

Full name of joint owner(s)*

Joint Owner US Taxpayer Identification Number (if any) or Foreign identification number*

Address of joint owner(s)

street address*

City*

county/state*

Country*

ZIP/Postal code

Do you want to add another bank account?*

Yes
No

How many more?*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

Bank account*

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Thank you for registering to get your US tax back with taxback.com.

Our US tax team will call you shortly to go through your application. This quick call will ensure we cover all the tax periods you may be due a refund for so we can get you the maximum legal tax refund.

We will be setting you up with a personal Tax Tracker® account which will enable you to follow the step-by-step progress of your refund. You will receive details on how to activate this shortly.

Don't forget to find us on Facebook to get the latest news and details of exclusive competitions! And if you want to boost your refund, check out our Tell a Friend page for more details.

Got any questions in the meantime? Contact us or chat live online with a tax agent about your refund.

All the best,
The taxback.com Team

US Residency Application

Have you been a US citizen, by birth or naturalization (you hold US passport), on the last day of the tax year you are applying for?*

Have you ever been a green card holder?*

Have you ever applied for US citizenship/lawful residence?*

Were you in the US during 2023 tax year?*

Have you ever been in the US?*

Are you still in the US?*

Visa Details

Visa type

Have you changes your visa during 2021?*

Personal Details

Are you blind or disabled?*

Do you have a US tax identification number (SSN/ITIN)?*

Do you want Taxback to prepare an ITIN application for you?*

Can you be claimed as a dependent on someone else's US Tax return?*

Is your spouse claiming Itemized or Standard deduction on the return you are applying for?*

Spouse information

Does your spouse have a US tax identification number (SSN/ITIN)?*

Is your spouse requied to have a US tax identification number (SSN/ITIN)?*

Can your spouse be claimed as a dependent on someone else's US Tax return?*

Child information

Are dependent(s) being claimed on a former spouse's tax return due to divorce decree or by separation agreement?*

Was the child a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico?*

Was the child married?*

Could you, or your spouse if filing jointly, be claimed as a dependent on someone else's tax return for the year you are applying for?*

Did the child have a Social Security Number(SSN), Individual Taxpayer Identification(ITIN) Number, or Adoption Taxpayer Identification Number(ATIN) issued on or before the due date of your return (including extensions)?*

Are relative(s) being claimed on a former spouse's tax return due to divorce decree or by separation agreement?*

Was your qualifying relative a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico?*

Was your qualifying relative married?*

Additional Personal Information

Have you ever filed a tax return before?*

Have you established a Tax Home* outside the US?*

Health Coverage Information

Have you had Health Coverage in US for the tax year you are applying for?*

Have you worked outside the US during the tax year(s) you are applying for?*

Have you filed a non-US tax return for the tax year(s) you are filing a US tax return(s) for?*

US Income

Have you received income from sources within the US?*

Have you received income from employment or were you considered an employee receiving compensation at any time during the tax year(s) you need to prepare return(s) for?*

Have you received W2 form from each such empoyment?*

Do you have final cumulative pay slips for each such employment?*

Would you like Taxback to obtain replacemnts of the missing payment documents on your behalf?*

Have you received nonemployee (self-employed) income during the tax year(s) you need to prepare tax return(s) for?*

Have you received rental income from a property located inside the US? *

Have you received dividends income?*

Have you received interest income?*

Have you received investment income?*

Have you received capital gains*? *

Have you received capital gains on the sale of a primary residence?*

Have you been repaid prior year’s state refund during the tax year(s) you need to prepare tax return(s) for?*

Have you received IRA distributions during the tax year(s) you need to prepare tax return(s) for?*

Have you received pensions and annuities during the tax year(s) you need to prepare tax return(s) for?*

Have you received unemployment compensation during the tax year(s) you need to prepare tax return(s) for?*

Have you received 1099-G?*

Have you received alimony during the tax year(s) you need to prepare tax return(s) for?*

Have you received Social Security Benefits during the tax year(s) you need to prepare tax return(s) for?*

Have you received SSA-1099 form? *

Have you received scholarship or fellowship grants during the tax year(s) you need to prepare tax return(s) for?*

Have you received statement(s)s showing the amounts? *

Have you received income from partnerships, trusts or estates during the tax year(s) you need to prepare tax return(s) for? *

Have you received Schedule K-1 and/or other income statement respectively?*

Have you received Gambling income during the tax year(s) you need to prepare tax return(s) for? *

Have you received W2-G?*

Have you received awards or prizes during the tax year(s) you need to prepare tax return(s) for? *

Adjustments and credits

Have you paid alimony during the tax year(s) you need to prepare tax return(s) for?*

Have you had unreimbursed medical expenses during the tax year(s) you need to prepare tax return(s) for?*

Have you had State and local property taxes not paid or accrued in carrying on a trade or business during the tax year(s) you need to prepare tax return(s) for? *

Have you had State and local income, war profits, and excess profits taxes (or sales taxes in lieu of income, etc. taxes) paid or accrued in the tax year(s) you need to prepare tax return(s) *

Have you paid mortgage interest on a loan used to buy, build or substantially improve your main home and/or second home during the tax year(s) you need to prepare tax return(s) for?*

Have you made gifts to charity, cash and non-cash, during the tax year(s) you need to prepare tax return(s) for?*

Have you experienced losses attributable to a disaster declared by the President area during the tax year(s) you need to prepare tax return(s) for?*

Have you incurred any child or dependent expenses during the tax year(s) you need to prepare tax return(s) for?*

Have you received dependent care benefits during the tax year(s) you need to prepare tax return(s) for?*

Have you claimed Earned Income Credit, Educational Credit, Child Tax Credit and Additional Child Tax Credit that has been disallowed or adjusted by the Internal Revenue Service?*

Non-US Income

Have you received any type of non-US income during the tax year you are applying for?*

If more than one, please, select here*

Have you received income from employment or were you considered an employee receiving compensation at any time during the tax year(s) you need to prepare tax return(s) for?*

Do you have Year-To-Date cumulative payment documents?*

Have you received capital gains?

Have you received capital gains?
If you have received capital gain on the sale of primary personal residence check here:*

Self-employment expenses:
Please, provide a list with the expenses you incurred to perform the services as a non-employee or self-employed person.

Car and truck ¹ *

Contract labor ² *

Employee benefit programs ³*

Meals ⁴ *