If you lived abroad during 2016, please bring the following information to your appointment.

  1. The name of your employer, your employer's US address and your employer's foreign address.
  2. The date you physically began living abroad.
  3. The dates you entered and left the US during 2016.
  4. Your total earning earned overseas converted in US dollars (use avg. exchange rate during 2016).
  5. The amount you paid (i.e. foreign dollars and US dollars) in foreign taxes during 2016.
  6. The amount you paid in rent.
  7. If you had foreign financial assets (i.e. bank accounts, brokerage accounts, etc.) and the total value of your specified foreign asset was more than $50,000 ($100,000 if married) on the last day of the tax year or more than $75,000 ($150,000 married) at any time during 2016 you will need to complete and bring Form 8938. If applicable, please see http://www.irs.gov/pub/irs-pdf/f8938.pdf and http://www.irs.gov/pub/irs-pdf/i8938.pdf for more details.