Why Is My Greenback Questionnaire Shorter This Year Than It Was Last Year?

If you’re a returning client, your questionnaire is shorter this year because your prior-year answers carry forward and the form only re-asks the parts that change from year to year. You confirm what’s still accurate instead of re-entering everything from scratch.

What’s typically prefilled or skipped for returning clients:

• Personal info: Name, address, citizenship, marital status
• Spouse and dependents: Details that haven’t changed
• Foreign account list: Carried over from last year for you to confirm or update
• Country and tax-home info: For Foreign Earned Income Exclusion eligibility tracking
• Filing status: Prior-year strategy as the starting point for this year

What you’ll still answer every year:

• Current-year income: For each source
• Account balances: To check whether you cross the $10,000 FBAR reporting threshold
• New life events: Marriage, divorce, children, citizenship changes, or a move
• Anything that’s changed: Since last year’s filing

Your accountant follows up with clarifying questions if anything looks different from your prior-year context.

Questions about what carried over from last year? Send them through our contact form, and we’ll clarify.