Our EO tax specialists will analyze financial and related data to determine activities that should be disclosed and whether additional filings are required such as:

  • Form 114 – Foreign Bank and Financial Accounts Report (formerly the TD F 90.22-1)
  • Form 926 – Return by a U.S. Transferor of Property to a Foreign Corporation
  • Form 3530 – Annual Return to Report Transactions with Foreign Trust and Receipt of Certain Foreign Gifts
  • Form 5471 – Information Return of U.S. Persons with Respect to Certain Foreign Corporations
  • Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • Form 8865 – Return of US Person with Respect to Certain Foreign Partnerships
  • Form 5713 – International Boycott Report Form 1042 – Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • Form 1042S – Foreign Person’s U.S. Source Income Subject to Withholding
  • W-8BEN –Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individual)

 

Sample International Tax Resources:

Reporting Foreign Transactions

When to Obtain Form W-8BEN from a Foreign Person

INSIGHTS & RESOURCES

Modernizing the Budgeting, Planning and Forecasting Process

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Exempt Organization Tax08/06/2019

Insights08/06/2019

Nonprofit Accounting-Tax-Technology08/06/2019

Podcasts08/06/2019

In this episode of our Nonprofit Knowledge Center podcast series, we discuss how nonprofits are using technology to modernize the budgeting, planning and forecasting process.

Highlights from the 7th Annual Higher Education Taxation Institute

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Exempt Organization Tax07/22/2019

Insights07/22/2019

Nonprofit Accounting-Tax-Technology07/22/2019

Podcasts07/22/2019

In this podcast, T&T Tax Principal Mike Sorrells joins Laura Kalick, Esq. to discuss highlights and key takeaways from the 7th Annual Higher Education Taxation Institute.

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