Non-Resident Questionnaire - Free Download | Page 2
This questionnaire is used to complete the streamlined filing compliance procedures for non-resident, non-filer taxpayers.
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Non-Resident Questionnaire Page 2
Non-Resident Questionnaire
a. If yes, are earnings from the retirement account non-taxable in the
U.S. under current treaty provisions
b. If yes, is the retirement account located in Canada and are you filing
a delinquent Form 8891 for each year
8. Did you rely on the advice of a tax professional for not filing required
U.S. tax returns
a. If yes, is your tax advisor located in the U.S.
9. During the above-listed tax years for this submission did you know that
you were a U.S. citizen or resident alien
a. If yes, did you disclose to your tax professional that you were a U.S.
citizen or resident alien
10. During the above-listed tax years for this submission, have you
declared all of your income in your country of residence
11. If you used a tax professional, did you disclose the existence of the
accounts/entities you hold outside your country of residence to your tax
12. Did you know you had a Report of Foreign Bank and Financial
Accounts (FBAR), Form TD F 90-22.1, filing requirement when you
failed to file an FBAR
13. Have you ever filed a U.S. tax return
14. Are you currently under audit or investigation by the IRS
15. Have you ever filed an FBAR
16. Have you received an FBAR warning letter for any of the above-
listed tax years for failing to file an FBAR
17. Do you have a treaty-based position for your country of residence that
reduces your U.S. tax liability
18. Were you employed by a U.S. company or entity during any of the
above-listed tax years
19. During any of the above-listed tax years, did you receive income from
any of the following income sources in your country of residence: rental
income, sales of property, inheritance
20. Are you claiming a refund on any of the returns you are submitting
through this program
Under penalties of perjury, I declare that I have examined the facts stated in this
Questionnaire and to the best of my knowledge and belief, they are true, correct
and complete.
Taxpayer(s) Signature(s) Date
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Non-Resident Questionnaire