2023 US TAX RETURN TAX DATA QUESTIONNAIRE

Category:	Federal tax return:	State tax return:	Form 8938 & FBAR:	Form 5471 & 8858:	Form 3520 & 709:
Simple – from	£755 + VAT	£245 + VAT	£225 + VAT	£245 + VAT	£245 + VAT
Intermediate – from	£1,095 + VAT	£350 + VAT	£325 + VAT	£500 + VAT	£500 + VAT
Standard – from	£1,430 + VAT	£450 + VAT	£420 + VAT	£755 + VAT	£755 + VAT
Complex – from	£2,805 + VAT	£745 + VAT	£895 + VAT	£1,495 + VAT	£1,495 + VAT

PJD Tax are now authorised IRS E-filers. All tax returns will be filed online where possible and all copies of tax returns will be sent electronically via email or our secure portal unless specifically requested otherwise. If you would prefer not to utilise either of these two options, let us know when returning your questionnaire.

If you miss the e-file deadline, we will need to complete a paper submission which will incur a surcharge of £50+VAT. Our default postal service provider is 1st Class Royal Mail however, if you would like us to upgrade this service to Tracked & Signed or a different courier service provider, then the additional cost will be added to the e-file surcharge.

Electronic Filing – PJD Tax Consultants are authorised e-filers and will be filing your tax return online unless we have been instructed otherwise. Electronic filing allows for expedited processing of your return and refunds (if applicable). If your return is unable to be submitted electronically, we will contact you to explain an alternative filing procedure.

When your tax return is ready to be submitted to the IRS, Form 8879 will be provided for you to sign to grant us authority to electronically submit your tax return to the IRS on your behalf.
International Wire Transfers – Taxpayers settling their liability via wire transfer from a foreign bank account can use the IRS website.
Foreign exchange gains – Holders of non-US dollar denominated mortgages should be wary of the potential gains that arise when making lump-sum capital repayments. It is important to note that refinancing a loan can also be considered as a full repayment and the tax consequences can be significant. More information here.
Penalties for Form 3520 – These forms are prepared to report the existence of non-US trusts. It is important to be aware that the penalties associated with their incomplete, incorrect or late filing can be significant (at least $10,000). If you are in any way associated with a non-US trust, please complete Section 7 of the questionnaire.
Standard deduction - for 2023 is as follows:
- Single or Married Filing Separately – $13,850 (previously $12,950).
- Head of Household – $20,800 (previously $19,400).
- Married Filing Jointly – $27,000 (previously $25,900).
The standard deduction will increase by $1,850 per person if aged 65 or older ($1,850 if single or head of household). If married and filing jointly a deduction of $28,850 if one spouse is 65 or over, $30,700 if both spouses are 65 or over.
Enhanced credits to 2023 – The IRS has introduced changes to several credits and reliefs effective for 2023. Not all credits are applicable for all taxpayers:
- Child and Dependent Care Credit (Form 2441) – up to $3,000 per qualifying child or $6,000 for two or more children per qualifying person.
- Child Tax Credit (Form 8812) – up to $2,000 per qualifying child with increased phaseout rates.
- Earned Income Credit (Schedule EIC) – Expanded for taxpayers with no qualifying children.
Annual 401ks Contributions – The IRS has increased the maximum 401(k) contributions up to $22,500 for 2023 (set to rise to $23,000 for 2024), with employee and employer(s) contributions not to exceed a combined total of $66,000. These limitations apply across all 401(k) plans and IRAs held in the year. Those aged 50 or older can make additional catch-up contributions of up to $7,500. Separate limitations apply to IRAs (see below).
Annual Traditional and Roth IRA Contributions – The IRS has increased the maximum IRA contributions to $6,500, with additional catch-up contributions for those aged 50 or older up to $1,000.

If you believe that any of the above topics may affect you, consult your regular PJD Tax representative who will provide you with further information.

Tax return:

15 April, 2024:	Interest will be charged from this date on any tax owing.
15 April, 2024:	Filing extension may be required for US based taxpayers.
17 June, 2024:	Filing extension may be required for foreign based taxpayers.
15 October, 2024:	A letter of explanation must be filed if the tax return has still not been filed.
TBC November, 2024:	E-file deadline.
16 December, 2024:	Filing extensions will normally not be granted beyond this date.

FBAR (FinCEN Form 114):

15 April, 2024:	FBAR must be filed online (see Section 4). First deadline.
15 October, 2024:	Automatic extension granted to this date for taxpayers failing to meet April deadline.

2024 Quarterly estimated payments:

If you expect to owe Federal tax for 2024 you need to start making advanced payments as follows:

Payment period:	Due date:
1 January – 31 March, 2024	17 April, 2024
1 April – 31 May, 2024	15 June, 2024
1 June – 31 August, 2024	15 September, 2024
1 September – 31 December, 2024	15 January, 2025

Do you wish to make estimated payments towards 2024 tax liability? YesNo

If yes, please provide any change in your income levels in Section 17.

Exchange rates:

2023 Annual average exchange rates (use on tax return)	31 Dec’23 Year-end exchange rates (FBAR & 8938 only)
GBP – 0.804	GBP – 0.786
EUR – 0.924	EUR – 0.905
CHF – 0.899	CHF – 0.838
Can$ – 1.350	Can$ – 1.326
Sing$ – 1.343	Sing$ – 1.32
HK$ – 7.829	HK$ – 7.811

Taxpayer and spouse:

Note that if you wish to file jointly with a non-resident alien spouse you must provide a valid social security number or taxpayer identification number for that spouse.

	Self:	Spouse:
Last name:
First name & initial:
Address:
Are you a politically exposed person? (more information)	YesNo	YesNo

Are your personal details the same as last year’s questionnaire?YesNo

There is no need to provide the following information if we prepared your tax return previously and your information remains unchanged.

	Self:	Spouse:
Marital status:
Date of marriage:
Email address:
Tel no (work & mobile):
Social security no:
Date of birth:
Country of citizenship:
Green card holder?
Occupation:
Type of foreign visa held:
Date of departure from US:
Date of arrival in the UK:
Date of departure from UK:
$3 to election campaign?
State driving license document ID no.

Refund:

If you would like your refund direct deposited, please provide US bank account information below.

Name of bank:	Routing number:	Account number:	Checking / saving:

Dependents:

If any of your dependents files a separate tax return, please let us know.

Are your dependents details the same as last year’s questionnaire?YesNo

	Dependent 1:	Dependent 2:	Dependent 3:
Last name:
First name & initial:
Social security no:
Date of birth:
Gender:
Months lived with you:
Your percentage of support:
Full time student?

Miscellaneous:

Do you file UK tax returns?YesNo

If you have not done so already, please ensure that you provide copies of your most recently filed UK tax returns.

Are you a new client?YesNo

How did you hear about PJDTax?

Smart Search Agreement:

If this is the first year we are preparing your tax return, we will need to collect KYC information. If you have not done so already, sign the agreement on page 25.

If you prefer not to sign the agreement contact your tax preparer to discuss the alternatives.

Have you signed the agreement?YesNo

The FBAR is filed separately to your tax return and reports the balance of your non-US financial accounts annually. You will be required to file if the combined balance of your non-US financial accounts exceeds $10,000 on any day in the tax year.

Further details about this form can be found here

Do you have a filing requirement for this form?YesNo

Would you like PJD Tax to prepare this form?YesNo

Provide details in Section 6

As a registered BSA E-filer, PJD Tax Consultants Ltd can file the form on your behalf. To do this you will need to complete the Authorization “Form 114a” (which can be found here) and return to your tax preparer.

We will not file the FBAR for you unless requested.

You can prepare and submit your own FBAR here.

PENALTIES

The penalty for failing to file an FBAR is $10,000 per account if the failure was non-wilful. If the failure to file is considered to be wilful, the penalty is the greater of $100,000 or 50% of the balance of each account per year. In severe cases, wilful violations can lead to harsh criminal sanctions of up to a $500,000 fine and ten years in prison.

You may be required to report additional information regarding any non-US financial assets you hold on Form 8938 as part of your US Federal tax return.

You need to complete a form 8938 if the following applies:

1

You are a US citizen, a green card holder or a non-resident alien electing to be treated as a US citizen; and

2

The value of your foreign financial assets exceeds:

Filling status:	Living inside the US:	Living outside the US:
Single	$50,000 at year end, or $75,000 during the year	$200,000 at year end, or $300,000 through the year
Married filing joint	$100,000 at year end or $150,000 during the year	$400,000 at year end, or $600,000 through the year
Married filing separate	$50,000 at year end, or $75,000 through the year	$200,000 at year end, or $300,000 through the year

More information can be found here.

Do you have a filing requirement for this form? YesNo

If so, provide full details of your foreign financial assets in Section 6.
Ensure that you provide details of any deferred compensation schemes.

PENALTIES

There is a potential penalty of $10,000 for failure to file Form 8938, this increases in the case of continued non-filing.

It is only necessary to complete this section if we are preparing your FBAR or you have a filing requirement for Form 8938. See Sections 4 & Section 5 for more details

Tick here if you will be providing this information in a separate Excel document

Institution name:	Full street address and postcode:	Account no:	Does this account receive interest?:	Account owner, (taxpayer / spouse or joint):	Type of asset (Bank, securities, ISA, pension, etc) or signatory authority:	Date opened in 2023:	Date closed in 2023:	Max value during year:	Value at year end:	Currency:

Specify currency where applicable.

You can download our template excel document *here* and then upload this in Section 17

Answer the following with regards to 2023:

1 Did you gift any individual more than $17,000? *YesNo

If so, confirm the individual’s relationship to you:

2 Did you receive a gift from a non-US person? **YesNo

If so, confirm the individual’s relationship to you:

3 Did you transfer money or property to a foreign trust?YesNo

4 Were you the owner of any portion of a foreign trust?YesNo

5 Did you receive a distribution from a foreign trust?YesNo

If you answered yes to any of the questions above, then you may need to file Form 3520 and / or Form 709. Provide details in the space below and we will request further information if necessary:

* The annual gift exclusion for 2023 is $17,000 (this also includes gifts of property). Note that gifts to a US citizen spouse are exempt from gift tax but if your spouse is a non-US person the tax-free amount is limited to $175,000 for 2023.

** If you received a gift from a non-US person that exceeded $100,000 or from a non-US corporation or Partnership that exceeded $18,567 then you will need to file Form 3520.

Were you or your spouse employed?YesNo

N.B. Use Section 10 to provide self-employment information.

Employer details:

	Employer 1:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Provide copies of all payslips received in the year for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Tick NO if your contract is with a UK or other non-US entity

2 Did you receive a W-2? (provide a copy)YesNo

Provide a copy.

3 Did you receive a bonus?YesNo

For performance related bonuses provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US?YesNo

If so, complete our Online Workday Calendar as accurately as possible. When marking workdays, ensure that you include any weekends worked and specify the US State you were located in. You should also indicate for each workday if you were working in the US, the UK or another foreign country.

Tick to add another employment

Employer details:

	Employer 2:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Provide copies of all payslips received in the year for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Tick NO if your contract is with a UK or other non-US entity

2 Did you receive a W-2? (provide a copy)YesNo

Provide a copy.

3 Did you receive a bonus?YesNo

For performance related bonuses provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US?YesNo

If so, complete our Online Workday Calendar as accurately as possible. When marking workdays, ensure that you include any weekends worked and specify the US State you were located in. You should also indicate for each workday if you were working in the US, the UK or another foreign country.

Tick to add another employment

Employer details:

	Employer 3:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Provide copies of all payslips received in the year for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Tick NO if your contract is with a UK or other non-US entity

2 Did you receive a W-2? (provide a copy)YesNo

Provide a copy.

3 Did you receive a bonus?YesNo

For performance related bonuses provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US?YesNo

If so, complete our Online Workday Calendar as accurately as possible. When marking workdays, ensure that you include any weekends worked and specify the US State you were located in. You should also indicate for each workday if you were working in the US, the UK or another foreign country.

Tick to add another employment

Employer details:

	Employer 4:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Provide copies of all payslips received in the year for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Tick NO if your contract is with a UK or other non-US entity

2 Did you receive a W-2? (provide a copy)YesNo

Provide a copy.

3 Did you receive a bonus?YesNo

For performance related bonuses provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US?YesNo

If so, complete our Online Workday Calendar as accurately as possible. When marking workdays, ensure that you include any weekends worked and specify the US State you were located in. You should also indicate for each workday if you were working in the US, the UK or another foreign country.

Were you a member of a pension scheme?YesNo

Foreign pensions:

If you currently participate, or have previously participated, in a non-US pension scheme indicate by ticking the appropriate box below:

Employer scheme

Self-invested pension plan (SIPP)

Contributions:

Supply the following information for 2023. If possible, also provide a copy of the pension statement.

Non-US Pension plans	Pension 1:
Name of pension administrator
Account holder
Amount of employer contributions
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of year
Value of your pension scheme at the end of year

Tick to add another pension

Non-US Pension plans	Pension 2:
Name of pension administrator
Account holder
Amount of employer contributions
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of year
Value of your pension scheme at the end of year

Tick to add another pension

Non-US Pension plans	Pension 3:
Name of pension administrator
Account holder
Amount of employer contributions
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of year
Value of your pension scheme at the end of year

Tick to add another pension

Non-US Pension plans	Pension 4:
Name of pension administrator
Account holder
Amount of employer contributions
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of year
Value of your pension scheme at the end of year

Did you Contribute to an IRA or 401(k)? YesNo

US Pension plans *	Traditional self:	Traditional spouse:	ROTH self:	ROTH spouse:
IRA Contribution
% non-deductible
401K contributions
SEP IRA / KEOGH contributions

* Provide copies of Forms 1099-R and 5498.

Pension distributions:

This also includes UK State Pensions and US Social Security.

1 Did you receive distributions from a US pension?YesNo

If yes, provide form 1099-R for each distribution

2 Did you receive distributions from a non-US pension?YesNo

If yes, provide details below and any relevant back-up documentation

Name of payer:	Lump sum or regular payment?:	Amount:	Tax paid:	Country:

Were you self-employed?YesNo

This page is not relevant if you are a partner. See Section 11.

Indicate the currency used on this page

Date self-employment started:

and ended:

Details of self-employment:

Trading name: Type of business: Business address:

Trading income:

Income received: Reimbursed expenses: Total received:

Home office:

If your office is in your home, you can deduct the amount of utilities relating to the area used exclusively for business.

Area exclusively used for business: Total area of home:

Expenses:

Rent: Utilities: Commission: Insurance: Legal fees: Office expense: Advertising: Maintenance: Travel: Entertainment: Miscellaneous: Other:

If there are any other expenses you feel may be relevant use the continuation sheet in section 17 provided detailing the type and the amount of the expenses.

Depreciation:

Give full details of acquisitions & disposals of business property.

Description of asset:	Date acquired:	Date disposed:	Cost / Proceeds:	% Business use:

Individuals with significant interest in non-US corporations or partnerships may be required to supply further details of these foreign entities to the IRS.

Answer the following with regards to 2023:

1 Were you a member of a non-US partnership?YesNo

Provide details of your profit allocation

2 Did you set up a non-US company / corporation?YesNo

3 Did you set up, or become a partner, of a non-US partnership? YesNo

4 Did you acquire more than 10% of the total value / voting power of a non-US entity?YesNo

5 Did you own more than 50% of the total value / voting power of a non-US entity at any point in the tax year?YesNo

This should also include your spouse’s shareholding / voting power even if they are a non-US person

6 Have you previously made a Classification election on Form 8832 with regards to a non-US entity?YesNo

If you have answered yes to any of the above questions, provide profit & loss accounts and balance sheets covering 2023 for the relevant non-US entity.

PENALTIES

A $10,000 penalty is imposed for each annual accounting period of each foreign entity for failure to report the activities of the foreign entity to the IRS by the due date of your tax return including extensions.

1 Did you have interest income?YesNo

If yes, provide a Form 1099-INT or details below.

Source:	Currency:	Gross amount:	Tax withheld:	Joint? Y / N:

2 Did you have dividend income?YesNo

Be aware that reinvested dividends are still reportable.

If yes, provide a Form 1099-DIV or non-US brokerage statement.

Source:	Currency:	Gross amount:	Tax withheld:	Joint? Y / N:

3 Did you dispose of any assets or investments?YesNo

Provide details below if you are not providing supporting documentation for all sales.

Description of asset:	Currency:	Purchase date:	Cost:	Sale date:	Proceeds:	Joint? Y / N:

4 Did you receive, sell, send, exchange or acquire any virtual currency?YesNo

Description of asset:	Currency:	Purchase date:	Cost:	Sale date:	Proceeds:	Joint? Y / N:

5 Did you sell a residential property?YesNo

Indicate the currency used on this page

Address of property:

Date of sale: Date of purchase:

Gross sale proceeds: Original cost:

Dates and costs of any capital improvements: Was the property held jointly?:
Specify other owner. Dates owned and used as main residence:

Provide a copy of the closing statement and provide further details of any capital improvements on the continuation sheet (Section 17).

6 Did you or your spouse own any ISAs?YesNo

Income from ISAs has tax exempt status in the UK but is fully taxable on a US return. Tick the following boxes that apply to you.

If so, indicate which type below and provide full details:

1 Cash ISA

2 Single company / shares

3 Funds / unit trusts

7 Do you have non-US collective investments?YesNo

(Funds, unit trusts, income bonds, etc). Provide full details here.

8 Did you receive any income from US Partnerships, Estates & Trusts or S-Corporations?YesNo

If yes, provide copies of form K-1 for each. More information about the impact of holding non-US investments can be found here

Did you own a rental property?YesNo

Details of rental property:

Address of property:
Property acquired:
First offered for rent:
Period available for rent:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – specify:
Taxes:
Interest paid:
Utilities:
Other - specify in Section 17

Tick to add another property

Details of rental property:

Address of property:
Property acquired:
First offered for rent:
Period available for rent:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – specify:
Taxes:
Interest paid:
Utilities:
Other - specify in Section 17

Tick to add another property

Details of rental property:

Address of property:
Property acquired:
First offered for rent:
Period available for rent:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – specify:
Taxes:
Interest paid:
Utilities:
Other - specify in Section 17

Tick to add another property

Details of rental property:

Address of property:
Property acquired:
First offered for rent:
Period available for rent:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – specify:
Taxes:
Interest paid:
Utilities:
Other - specify in Section 17

Foreign Taxes:

Do you file foreign (non-US) tax returns?YesNo

Did you make any foreign tax payments in 2023?YesNo

This does not include any tax withheld on employment income. Confirm the dates of any additional foreign tax payments in Section 17 and provide copies of any relevant tax returns filed.

Foreign housing expenses:

In addition to the Foreign Earned Income Exclusion it may be possible to deduct the cost of your foreign housing.

	Country 1:	Country 2:
Country of habitation:
City of habitation:
Habitation start date:
Habitation end date:
Currency:
Rent paid to landlord:
Utilities:
Annual council tax:
Other (please indicate):

If you arrived during 2023 only include the expenses paid from the date of your arrival to 31st Dec.

Did you have a mortgage?YesNo

Mortgage interest & points:

Qualified residence interest is allowable in respect of loans on your home and one other property. If you have more than one loan, indicate on the continuation sheet (Section 17) which loan relates to which property.

	Loan 1
Name of lender:
Amount of initial loan:
No. of joint borrowers and relationship to you:
Type of loan – Capital repayment or Interest only:
Date loan secured:
Balance of loan outstanding at start of year:
Balance of loan outstanding at end of year:
Total interest paid in calendar year:
Currency:

Tick to add another loan

	Loan 2
Name of lender:
Amount of initial loan:
No. of joint borrowers and relationship to you:
Type of loan – Capital repayment or Interest only:
Date loan secured:
Balance of loan outstanding at start of year:
Balance of loan outstanding at end of year:
Total interest paid in calendar year:
Currency:

1 Did you make any lump sum repayments outside of any regular monthly payments?YesNo

2 Did you fully redeem or refinance your mortgage?YesNo

Amount paid – Loan 1:	Date of payment:

Amount paid – Loan 2:	Date of payment:

Be aware that repayments of non-US dollar loans can generate taxable gains purely because of currency fluctuations. Let us know if you are intending to make a capital repayment, fully redeem or refinance your mortgage. More information on this topic can be found here.

Other Itemised Deductions

Tick the following deductions that are relevant to you and provide details.

Charitable contributions:

Only US charities, or US registered international charities are eligible. Contributions of $250 or more are only deductible if you have a receipt. If you made any non-cash contributions attach a copy of the valuation document.

Donee or Charity:	Amount:	Cost of donation to you:	Date acquired (non-cash only):	Receipt (Y / N):

Medical expenses:

	Amount:	Reimbursement received:	Currency:
Medicine & drugs (prescription only):
Doctors, dentists, nurses, etc.:
Insurance premiums:
Other (specify):

If any of the above amounts were paid via a HSA distribution provide form 1099-SA.

Other interest paid:

Including investment and student loan / education related interest, but not personal interest (e.g. overdraft).

Lender or Type:	Amount:	Currency:

Taxes other than Federal Income Taxes:

	Amount:	Currency:
Real estate tax:
State tax (including estimated tax payments):
Property tax (specify):
Other (specify):

Tick the following deductions that are relevant to you and provide details.

Did you make estimated tax payments towards your 2023 US tax liability?

	State:	Payment 1:	2:	3:	4:	Total:
Federal amount:
Date paid:

State amount:
Date paid:

Did you pay for any childcare services?

This includes the cost of childcare services for your dependents to enable you to work or look for work.

Amount Paid:	Name of provider:	Address of provider:	SSN (If applicable:)

Did you incur any qualifying education expenses?

If you incurred expenses for yourself, your spouse, or your dependents to enrol in or attend an eligible educational institute you may be able to take an educational credit. This does not include private school fees.

Institution:	Amount:	Date:

Did you pay or receive any alimony payments?

Provide details of any payments made to or amounts received from a former spouse. Include the former spouse’s full name, address and social security number. Child support payments are not taxable / deductible in 2022.

Payer / Payee:	Amount paid / Received:	Tax deducted:	US / Foreign:

Did you receive a state tax refund?

Provide copies of forms 1099-G.

State:	Amount:	Year:

Did you receive jobseekers allowance or out of work benefits?

Provide details below and a copy of P60.

Recipient name:	Amount paid:	UK Tax withheld:

Did you receive child benefit?

If you or your spouse were in receipt of child benefit then the amount received during the year needs to be reported on your US tax return and we will therefore require the total amount you or your spouse received in the calendar year. Also ensure that you have entered all of your dependent’s information in Section 3.

Total amount received in 2023:

Be aware that uploaded documents will not save to the web page. The questionnaire must be submitted in the same session.

Use this area to upload files for submitting with this form (allowed file types: jpg, jpeg, png, gif, pdf, docx, doc, xls, xlsx, eml, msg, zip; file size limit is 35Mb for all files):

Have you included?

Payslips and / or W-2, P45, P60 1099 forms (1099-DIV, 1099-INT, 1099-B, 1099-R, 1099-G, etc.) K-1 forms Completed FBAR or spreadsheet listing accounts Details of non-US investments, including ISAs Completed work day calendar Smartsearch agreement

Use this space to add on to any sections where you did not have enough room, or attach further pages if necessary.

By providing your email address below, a copy of your submission will be sent you.

We cannot proceed with the preparation of your tax return until we receive a signed copy of this questionnaire. By clicking “I Agree” below, you confirm that your electronic signature should be acknowledged as the legal equivalent of your manual signature and having read our terms and conditions, you consent to be bound by these. You are also agreeing that the information provided in the questionnaire is complete and correct to the best of your knowledge.

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ARE YOU A POLITICALLY EXPOSED PERSON?

TERMS & CONDITIONS

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Team JM

John McLaughlin – 020 3861 2951
john@pjdtax.co.uk

Urooj Sheikh – 020 3861 2966
urooj@pjdtax.co.uk

Riyazul Islam – 020 3861 2973
riyazul@pjdtax.co.uk

Jelina Maharjan – 020 3861 2946
jelina@pjdtax.co.uk

Tan Hallam – 020 3861 2975
tan@pjdtax.co.uk

Vahini Kohulathasan – 020 3861 2971
vahini@pjdtax.co.uk

Anoth Baskaran – 020 3861 2964
anoth@pjdtax.co.uk

Team AJ

Andrew Jones – 020 3861 2943
andrew@pjdtax.co.uk

Thomas Cheung – 020 3861 2956
thomas@pjdtax.co.uk

Arun Sharma – 020 3861 2967
arun@pjdtax.co.uk

Kani Aslan – 020 3861 2970
kani@pjdtax.co.uk

Sruti Agarwal – 020 3861 2974
sruti@pjdtax.co.uk

Team MP

Michèle Pizzey – 020 3861 2942
michele@pjdtax.co.uk

Daby Miranda – 020 3861 2955
daby@pjdtax.co.uk

Amy Kasemsuk – 020 3861 2952
amy@pjdtax.co.uk

Adonis Ushendibaba – 020 3861 2960
adonis@pjdtax.co.uk

Harnoor Singh – 020 3861 2977
harnoor@pjdtax.co.uk

Chanosan Sivaloganathan – 020 3861 2958
chanosan@pjdtax.co.uk

Ankita Mathurvaishya – 020 3861 2963
ankita@pjdtax.co.uk

Khush Shah – 020 3861 2959
khush@pjdtax.co.uk

Team PD

Paul Devonshire – 020 3861 2941
paul@pjdtax.co.uk

Bonnetta Brady – 020 3861 2945
bonnetta@pjdtax.co.uk

Dan Blythe – 020 3861 2957
danblythe@pjdtax.co.uk

Anusa Sivayoganathan – 020 3861 2947
anusa@pjdtax.co.uk

Michelle Neckles-Simpson – 020 3861 2954
michelle@pjdtax.co.uk

Elif Buyuk – 020 3861 2968
elif@pjdtax.co.uk

Ashish Shrestha – 020 3861 2972
ashish@pjdtax.co.uk

Luke Gowthorpe – 020 3861 2950
luke@pjdtax.co.uk

Team WW

Warwick Wilson – 020 3861 2944
warwick@pjdtax.co.uk

Omar Hussain – 020 3861 2948
omar@pjdtax.co.uk

Maira Atif – 020 3861 2965
maira@pjdtax.co.uk

Jack Turner – 020 3861 2962
jack@pjdtax.co.uk

Daniella Ekwedike – 020 3861 2969
daniella@pjdtax.co.uk

Anam Akhter – 020 3861 2953
anam@pjdtax.co.uk