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Expat Tax Records Checklist
Start with what you have. Organize your tax records, travel dates, accounts, and questions before your next filing review.
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Gather your tax records
- Save your most recent U.S. federal and state returns, with filing confirmations.
- Gather wage, business, pension, investment, and other income records.
- Collect foreign tax returns, assessments, and payment receipts.
- Save prior FBARs and other information reports, with any filing confirmations.
Put your year on a timeline
- List where you lived and worked, with the dates you moved.
- Record travel dates, including every visit to the United States.
- Keep leases, employment agreements, and home purchase or sale records.
- Note changes in marriage, dependents, addresses, or residency status.
List accounts and changes
- List foreign accounts, joint owners, and any signature authority.
- Save statements for the full calendar year to help review account balances.
- Gather records for foreign pensions, investments, businesses, and trusts.
- Note property sales, gifts, inheritances, and other major financial changes.
Prepare for the review
- List missing records and who can provide them.
- Note unfiled years, tax notices, and dates that need attention.
- Write down your questions about filing requirements, timing, and cost.
- Ask your preparer which records to review first and how to send them securely.
Use this to prepare for a review.
This resource helps organize records and questions. It does not determine filing requirements, eligibility for relief, tax treatment, or your deadlines. Keep completed worksheets private and use the secure process agreed with your preparer.
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