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What information should I provide to you for preparing my U.S. tax return?

August 15, 2015 by

The key information that should typically be provided to your accountant includes:

  • Documentation of income: rental income, salaries, interest, capital gains, dividends, etc.
  • Expense details: rental expenses, investment expenses, local taxes, etc.
  • Personal tax situation details: Number of days spent abroad, marital status, dependents, etc.

More or less may be required, depending on your personal situation and the accountant’s needs.

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