U.S. PERSONAL INCOME TAX CHECKLIST 1. INFORMATION Full name: U.S. SSN: Street City, Province & Postal Code: Address: Date of birth: Telephone number: Cell number: Occupation: Fax number: Marital Status: Email Citizenship: 2. SPOUSE INFORMATION Full name: U.S. SSN: Date of birth: Telephone number: Cell number: Occupation: Email Citizenship: 3. Full name: Full name: U.S. SSN: U.S. SSN: Date of Date of birth: birth: Full name: Full name: U.S. SSN: U.S. SSN: Date of Date of birth: birth: Taxpayer Spouse 4. Would you like to contribute US$3 to the Presidential Election Campaign Fund? 5. TAX INFORMATION CHECKLIST Copy of your prior year tax return if not prepared by Lohn Caulder Copy of your 2017 Canadian T1 return if not prepared by Lohn Caulder (including the relevant T4, T5, RRSP tax slips) Copies of any notices or letters received from the IRS (if received) Did you give a gift of more than $15,000 to one or more people during the year?
U.S. PERSONAL INCOME TAX CHECKLIST 1. INFORMATION Full name: U.S. SSN: Street Address: City, Province & Postal Code: Telephone number: Date of birth: Cell number: Occupation: Fax number: Marital Status: Email Citizenship: 2. SPOUSE INFORMATION Full name: U.S. SSN: Telephone number: Date of birth: Cell number: Occupation: Email Citizenship: 3. Full name: Full name: U.S. SSN: U.S. SSN: Date of birth: Date of birth: Full name: Full name: U.S. SSN: U.S. SSN: Date of birth: Date of birth: Taxpayer Spouse 4. Would you like to contribute US$3 to the Presidential Election Campaign Fund? 5. TAX INFORMATION CHECKLIST Copy of your prior year tax return if not prepared by Lohn Caulder Copy of your 2017 Canadian T1 return if not prepared by Lohn Caulder (including the relevant T4, T5, RRSP tax slips) Copies of any notices or letters received from the IRS (if received) Did you give a gift of more than $15,000 to one or more people during the year?