Preparation

 

Download FBAR and all IRS forms

 

Collect Bank Book, check max and interest

 

Pension

 

Rent

 

Get W-2, 1099 for Chase and BoA

 

Working on Data Sheet and Bank Interest on Office Online

 

Form Filling

 

FBAR

 

f8938

 

Schedule B

 

Schedule E for rent, keep expense around 25%

 

Schedule E -> Schedule 1

 

1040s calculate taxible income and tax, and taxible-ATTpension

 

f1116, keep twn tax around 10%

 

Schedule 3

 

1040

 

f8938 Filling Procedure

 

f8938 fill part of information and copy

 

Bank Address, BOT

 

Make 3 copies with Fungyuan 420 Taichung city, Taiwan filled

 

Make 4 copies with the same info.

 

plus BOT bank name and address

 

plus House City filled