Organize your foreign-property sale before tax preparation.
Collect the purchase, improvement, ownership, use, and sale records your preparer needs. Keep original-currency amounts beside supporting documents and currency-conversion records. Finish with a transaction timeline, a missing-record list, and a clear handoff.
Foreign Property Sale Records Kit · v1.0
One-time $39 USD download: four PDFs and start-here instructions in a ZIP. Download after verified payment, with a private recovery link by email. Records organization only; personalized tax review and return preparation are separate services.
Get the kit — $39 USDOne payment. Save the files for your records. Delivery, refund and license terms.
Preview sample pages (PDF)Inside the download
Turn a cross-border sale into one document-backed packet.
A records guide, fillable and printable PDF worksheets, a document index, and a fictional completed packet. The kit organizes records and questions for a preparer; it does not decide basis, exclusion eligibility, foreign-tax-credit treatment, or final tax due.
- Start here. Records-first preparation sequence, terminology to ask a preparer about, and the scope of the country notes.
- Property and ownership profile. Address, acquisition method, owners, interests and changes, dates, and supporting documents. Disputed or uncertain allocations are marked explicitly.
- Acquisition record index. Contracts, closing documents, payment evidence, related costs, and any inherited or gifted-property records needing separate review.
- Improvement and cost ledger. Date, description, original amount and currency, payer, receipt reference, and a classification that requires preparer review. Documented entries are kept separate from estimates.
- Property-use timeline. Personal use, rental periods, vacancies, ownership changes, and references to prior depreciation or return records where relevant.
- Sale and payment reconciliation. Contract amount, closing statement, fees, taxes, receipts, installment or payment timing, and any difference that still needs an explanation.
- Conversion evidence log. Transaction and date context, original amount, rate source, method, converted value, and reviewer status. Original amounts are preserved rather than mixing currencies silently.
- Preparer handoff and fictional example. A one-page chronology, totals by original currency, a missing-records list, and specific questions, plus a fictional packet with one deliberately unresolved receipt.
| Row | Date | Item | Original amount | Source | Status |
|---|---|---|---|---|---|
| ACQ-001 | 2021-04-16 | Purchase price | 120,000 USD | DOC-001/A1 | Documented |
| ACQ-002–005 | 2021-04-16 | Acquisition charges | 4,500 USD | DOC-002/A2 | Documented |
| IMP-001 | 2022-08-05 | Replacement roof covering | 4,800 USD | DOC-005/B1 | Documented |
| IMP-002 | 2024-05-10 | Kitchen cabinetry and fixtures | 3,200 USD | DOC-006/B2 | Documented |
| IMP-003 | ~2025-02 | Bathroom plumbing (recalled) | 2,400 USD | DOC-009 missing | Estimate — excluded |
| SALE-010 | 2026-03-16 | Closing-receipt difference | 250 USD | DOC-013/C4 | Unexplained |
The recalled 2,400 USD plumbing cost stays an estimate and is excluded from documented totals. The 250 USD closing-receipt difference stays unexplained until the buyer supplies disbursement detail.
| Doc ID | Record | Date | Evidence | Linked fact / unresolved item |
|---|---|---|---|---|
| DOC-002 | Acquisition settlement summary | 2021-04-16 | Present | Price, separately listed charges, and total paid |
| DOC-005 | Roof invoice and payment summary | 2022-08-05 | Present | Roof work, 4,800 USD invoice and payment |
| DOC-009 | Plumbing invoice, receipt, and payment evidence | Unknown | Missing | Substantiates the entry now recorded as an estimate |
Every entry points to a document, a page, or a recorded “missing” status. All records in the preview are invented.
One-time launch price
$39
Four PDFs and instructions. No subscription.
Scope
One property and one sale, with general worksheets plus a separate Ecuador records note.
Formats
Printable PDFs with fillable worksheet and index fields. Keep a local working copy.
The kit files
- Start-here records guide (15 pages)The preparation sequence, terminology to raise with a preparer, and the separate Ecuador / Cuenca records note.Included in your download
- Fillable worksheets (11 pages)Ownership profile, acquisition index, improvement and cost ledger, use timeline, sale and payment reconciliation, conversion log, and preparer handoff.Included in your download
- Fillable document index (2 pages)A source index that ties every worksheet entry back to a document, page, or a recorded "missing" status.Included in your download
- Fictional completed packet (12 pages)A fully invented worked example, including a missing improvement receipt and an unexplained closing-receipt difference.Included in your download
Save a working copy
Start with the records guide. Save the PDFs to your device, then open the worksheets in a PDF viewer that supports fillable forms. Enter a trial value, save, close, and reopen before adding the rest of your records. Check print preview for clipped text; the fields do not calculate totals.
After payment, download the ZIP from the confirmation page. A private recovery link is also sent to your checkout email and works for 30 days. Save a local copy for continued use. For download help, email info@fileabroad.com with your receipt reference. Keep private tax documents out of support messages.
General vs. country note. The worksheets are general. They cover one property and one sale for a U.S. taxpayer gathering records for a preparer, and they are reusable for another property. The Ecuador note is separate and labels its Cuenca document examples. It reflects one country’s record names and instructions; other country notes are not included in this version.
Update the country note when official instructions change, and recheck it before each annual relaunch.
v1.0 · public-source check 2026-10-10. One-time $39 USD download: four PDFs and start-here instructions in a ZIP. Download after verified payment, with a private recovery link by email. Records organization only; personalized tax review and return preparation are separate services.
The sequence
How to use the kit
Work in order. Each worksheet adds one part of the packet and keeps its own source references, so a preparer can trace any entry back to a document.
- 1
Start with records, not conclusions
Work through the records-first sequence in the guide and note the terminology to raise with your preparer.
- 2
Build the property and ownership profile
Record the address, acquisition method, owners and shares, dates, and supporting documents. Mark any disputed or uncertain allocation explicitly.
- 3
Index the acquisition records
List contracts, closing documents, payment evidence, and related costs, and set aside any inherited or gifted-property records for separate review.
- 4
Record improvements and costs
Enter the date, description, original amount and currency, payer, and receipt reference. Keep documented entries separate from estimates and flag classifications for preparer review.
- 5
Map the property-use timeline
Note personal use, rental periods, vacancies, ownership changes, and any reference to prior depreciation or return records.
- 6
Reconcile the sale and payments
Compare the contract amount, closing statement, fees, taxes, and receipts, and expose every difference that still needs an explanation.
- 7
Log the conversion evidence
Record the transaction and date context, original amount, rate source and method, converted value, and reviewer status. Preserve original amounts.
- 8
Finish the handoff
Assemble a one-page chronology, totals by original currency, a missing-records list, and specific questions for your preparer.
Referral prompts
Cases that go to a reviewer
The worksheets record these facts and route them to qualified review. The kit does not resolve them, and an entry being present does not make a treatment correct.
Inherited property
Qualified review of inherited-property records
The purchase fields are not a valuation substitute. An inherited acquisition needs a separate records review.
Gifted property
Qualified review of gifted-property records
Carryover and prior-owner records are outside the purchase worksheet and need their own review.
Rental or business use
Review of rental use and depreciation records
Rental periods, vacancies, and any prior depreciation or return records are flagged for a reviewer.
Installment or delayed payments
Review of payment timing
Payment timing is recorded and exposed, but how it is reported is left to a reviewer.
Entity-owned property
Separate scope or referral
Ownership through a company, trust, or other entity is not covered by these individual-owner worksheets.
Disputed or uncertain ownership
Referral
Disputed title or an uncertain ownership share cannot be resolved by document matching and is marked explicitly.
What the kit keeps true
Design checks the packet is built around
- Original currencies and source references are retained.
- The sale-payment worksheet exposes unexplained differences.
- No estimate is presented as documented.
- Referral prompts appear in the relevant worksheet.
- The final handoff can be understood without rereading all source documents.
Scope
What the kit does not do
This is a records-organizing kit, not a tax return or a tax opinion. It keeps your facts and source references together so a verification agent can work from them.
- It does not decide tax basis, gain, or loss.
- It does not decide Section 121 exclusion eligibility or nonqualified use.
- It does not decide foreign-tax-credit treatment or the final tax due.
- It does not prepare, file, or amend any return or information report.
- It does not replace a verification agent or a licensed professional.
Preparation, individualized advice, and qualified review are separate from this download. Inherited, gifted, rental, installment, entity-owned, and disputed-ownership facts each receive an explicit referral prompt rather than a conclusion.
v1.0 · one-time price $39. Foreign Property Sale Records Kit is a downloadable records kit. No tax-preparation service, personalized advice, or qualified review is included.
Keep researching
This kit organizes records and reviewer questions. It does not calculate or decide a tax result; have your preparer review the completed packet.
Free inquiry · Written scope
Sold a property abroad?
This kit organizes the records. If you want the sale reconciled and mapped to the U.S. reporting questions, start the foreign home sale review.