Preparing an Expatriation Income Tax Return and Form 8854

Описание: Preparing an expatriation year tax return is not merely a matter of including an extra form with the normal tax return. It involves having a good general understanding of expatriation concepts, key dates during the year of expatriation, both the resident and non-resident tax rules, and a wide range of international tax forms and concepts. The tax preparer must request and organize information that is not normally a part of a tax preparation engagement and compile various forms to create a tax return in the format that the IRS requires. Debra Rudd will discuss these concepts in a practical overview of how to approach an expatriation year tax return.