# TFX Help Center

> Advice and answers from the TFX team

## F.A.Q.

- [Why choose TFX for your US tax needs?](https://help.taxesforexpats.com/en/articles/6765007-why-choose-tfx-for-your-us-tax-needs.md)
- [Can TFX produce a quick estimate of how much tax I owe?](https://help.taxesforexpats.com/en/articles/6573148-can-tfx-produce-a-quick-estimate-of-how-much-tax-i-owe.md)
- [Why am I assigned a different preparer from last year?](https://help.taxesforexpats.com/en/articles/6573457-why-am-i-assigned-a-different-preparer-from-last-year.md)
- [Why is my foreign address formatted incorrectly on my tax return?](https://help.taxesforexpats.com/en/articles/6573383-why-is-my-foreign-address-formatted-incorrectly-on-my-tax-return.md)
- [Why do I need to provide proof of my dependents?](https://help.taxesforexpats.com/en/articles/6573374-why-do-i-need-to-provide-proof-of-my-dependents.md)
- [Is a non-resident with a US brokerage account and tax withheld eligible for a refund?](https://help.taxesforexpats.com/en/articles/6573144-is-a-non-resident-with-a-us-brokerage-account-and-tax-withheld-eligible-for-a-refund.md)
- [Taxes & refunds FAQ](https://help.taxesforexpats.com/en/articles/6590161-taxes-refunds-faq.md)
- [State taxes FAQ](https://help.taxesforexpats.com/en/articles/6740217-state-taxes-faq.md)
- [Income sources FAQ](https://help.taxesforexpats.com/en/articles/6736589-income-sources-faq.md)
- [Retirement contributions FAQ](https://help.taxesforexpats.com/en/articles/6740220-retirement-contributions-faq.md)
- [Family & Dependents FAQ](https://help.taxesforexpats.com/en/articles/6573319-family-dependents-faq.md)
- [Form 1116 FAQ](https://help.taxesforexpats.com/en/articles/6573208-form-1116-faq.md)
- [Streamlined filing compliance procedures FAQ](https://help.taxesforexpats.com/en/articles/13513190-streamlined-filing-compliance-procedures-faq.md)
- [IRS penalties: Late filing, underpayment, inaccurate reporting, or missing information returns](https://help.taxesforexpats.com/en/articles/13610054-irs-penalties-late-filing-underpayment-inaccurate-reporting-or-missing-information-returns.md): What U.S. taxpayers \(including expats\) need to know
- [Why do I need to file Form 8858?](https://help.taxesforexpats.com/en/articles/14046154-why-do-i-need-to-file-form-8858.md)

## Support

- [Support options overview](https://help.taxesforexpats.com/en/articles/6573458-support-options-overview.md): Online chat, email, WhatsApp, free phone support
- [Received an error message: How to get help and report an error](https://help.taxesforexpats.com/en/articles/6573473-received-an-error-message-how-to-get-help-and-report-an-error.md)
- [Login issue: How to reset your password](https://help.taxesforexpats.com/en/articles/6573474-login-issue-how-to-reset-your-password.md)
- [Apple ID login issue: 500 internal server error](https://help.taxesforexpats.com/en/articles/6573462-apple-id-login-issue-500-internal-server-error.md)
- [How to disable web browser pop-up blockers](https://help.taxesforexpats.com/en/articles/6573477-how-to-disable-web-browser-pop-up-blockers.md)
- [How to add TFX to your contact list](https://help.taxesforexpats.com/en/articles/6573475-how-to-add-tfx-to-your-contact-list.md)
- [How to download a chat transcript](https://help.taxesforexpats.com/en/articles/13741953-how-to-download-a-chat-transcript.md)

## Our services

- [Services we offer](https://help.taxesforexpats.com/en/articles/6573117-services-we-offer.md): U.S. tax preparation, Streamlined Procedures, tax projection, prior return & IRS letter review, tax planning phone consultations, etc.
- [TFX provides full tax returns, not information forms](https://help.taxesforexpats.com/en/articles/7978453-tfx-provides-full-tax-returns-not-information-forms.md)
- [Phone consultations](https://help.taxesforexpats.com/en/articles/6573087-phone-consultations.md): Free intro phone consultation and tax planning consultation
- [Extension of time to file: How to request it \(federal, state, non-personal\)](https://help.taxesforexpats.com/en/articles/6573118-extension-of-time-to-file-how-to-request-it-federal-state-non-personal.md)
- [Amended tax returns](https://help.taxesforexpats.com/en/articles/6573111-amended-tax-returns.md): When and how to file and what to expect
- [Streamlined certification letter](https://help.taxesforexpats.com/en/articles/6573143-streamlined-certification-letter.md)
- [Relief procedures for former US citizens](https://help.taxesforexpats.com/en/articles/11533573-relief-procedures-for-former-us-citizens.md)
- [Delinquent FBAR Submission Procedures](https://help.taxesforexpats.com/en/articles/12469549-delinquent-fbar-submission-procedures.md)
- [Preparer certification letter: Proof of tax compliance requested by banks](https://help.taxesforexpats.com/en/articles/6573141-preparer-certification-letter-proof-of-tax-compliance-requested-by-banks.md)
- [Expatriation: Scenarios, timelines, and service costs](https://help.taxesforexpats.com/en/articles/14838795-expatriation-scenarios-timelines-and-service-costs.md)
- [Streamlined foreign offshore procedures \(SFOP\): Amnesty program](https://help.taxesforexpats.com/en/articles/6766828-streamlined-foreign-offshore-procedures-sfop-amnesty-program.md)

## Getting started

- [US tax filing: Who must file, filing requirements, required documents to prepare your return](https://help.taxesforexpats.com/en/articles/6699310-us-tax-filing-who-must-file-filing-requirements-required-documents-to-prepare-your-return.md)
- [Statuses of your TFX project](https://help.taxesforexpats.com/en/articles/7878340-statuses-of-your-tfx-project.md)
- [How to sign up and create a TFX account](https://help.taxesforexpats.com/en/articles/6573085-how-to-sign-up-and-create-a-tfx-account.md)
- [How to log into your TFX account](https://help.taxesforexpats.com/en/articles/6573084-how-to-log-into-your-tfx-account.md)
- [How to manage your TFX account](https://help.taxesforexpats.com/en/articles/6573459-how-to-manage-your-tfx-account.md)
- [How to verify your phone number](https://help.taxesforexpats.com/en/articles/6573083-how-to-verify-your-phone-number.md)
- [Two-factor authentication \(2FA\)](https://help.taxesforexpats.com/en/articles/6573080-two-factor-authentication-2fa.md)
- [Umbrella accounts: One login to control many accounts](https://help.taxesforexpats.com/en/articles/6573076-umbrella-accounts-one-login-to-control-many-accounts.md)
- [TFX tax preparation process](https://help.taxesforexpats.com/en/articles/6573081-tfx-tax-preparation-process.md)

## Tax questionnaires

- [Tax Questionnaire: Create, manage, and submit](https://help.taxesforexpats.com/en/articles/6573308-tax-questionnaire-create-manage-and-submit.md): The interactive online Tax Questionnaire \(TQ\) gathers your tax information in order to prepare your tax return
- [FBAR Only tax questionnaire](https://help.taxesforexpats.com/en/articles/6573312-fbar-only-tax-questionnaire.md)
- [Which information is relevant to my specific case?](https://help.taxesforexpats.com/en/articles/7263350-which-information-is-relevant-to-my-specific-case.md)
- [Tips for efficiently completing your TQ](https://help.taxesforexpats.com/en/articles/6573311-tips-for-efficiently-completing-your-tq.md)
- [Personal details TQ section](https://help.taxesforexpats.com/en/articles/6573323-personal-details-tq-section.md)
- [Income, Taxes and Deductions TQ sections](https://help.taxesforexpats.com/en/articles/6573321-income-taxes-and-deductions-tq-sections.md)
- [How to report investments, business & self-employment](https://help.taxesforexpats.com/en/articles/6573351-how-to-report-investments-business-self-employment.md)
- [Logistics TQ section](https://help.taxesforexpats.com/en/articles/11767886-logistics-tq-section.md)
- [Tax Questionnaire: Automatically pre-fill your TQ from a prior tax return](https://help.taxesforexpats.com/en/articles/12562082-tax-questionnaire-automatically-pre-fill-your-tq-from-a-prior-tax-return.md)
- [How to edit a read-only tax questionnaire](https://help.taxesforexpats.com/en/articles/14468912-how-to-edit-a-read-only-tax-questionnaire.md)

## Documents

- [Documents: Upload, manage, and download](https://help.taxesforexpats.com/en/articles/6573362-documents-upload-manage-and-download.md)
- [Accepted file types](https://help.taxesforexpats.com/en/articles/6573364-accepted-file-types.md)
- [How to unlock your file cabinet with documents & TQs](https://help.taxesforexpats.com/en/articles/6573368-how-to-unlock-your-file-cabinet-with-documents-tqs.md)
- [How to approve or disapprove your return](https://help.taxesforexpats.com/en/articles/6573361-how-to-approve-or-disapprove-your-return.md)
- [How to see your refund amount and why you owe taxes](https://help.taxesforexpats.com/en/articles/6573381-how-to-see-your-refund-amount-and-why-you-owe-taxes.md)
- [Filing instructions and confirmations](https://help.taxesforexpats.com/en/articles/6573363-filing-instructions-and-confirmations.md)
- [Can't open a PDF file](https://help.taxesforexpats.com/en/articles/6573378-can-t-open-a-pdf-file.md)
- [How to extract specific pages from a PDF file](https://help.taxesforexpats.com/en/articles/6573385-how-to-extract-specific-pages-from-a-pdf-file.md)

## Engagement letters

- [Engagement Letter: View, prepay, and sign](https://help.taxesforexpats.com/en/articles/6573387-engagement-letter-view-prepay-and-sign.md)
- [Self-prepared form waiver: View, sign, and download](https://help.taxesforexpats.com/en/articles/6573393-self-prepared-form-waiver-view-sign-and-download.md)

## Bills & payments

- [Bills & payments section overview](https://help.taxesforexpats.com/en/articles/6573400-bills-payments-section-overview.md): View bills, make payments, prepay and create invoices
- [Payment options: ACH direct debit, Wise, credit/debit card, ACH domestic transfer, and international bank transfer](https://help.taxesforexpats.com/en/articles/6573406-payment-options-ach-direct-debit-wise-credit-debit-card-ach-domestic-transfer-and-international-bank-transfer.md)

## Tax rules

- [Tax Identification Numbers: SSN, ITIN, IRSN, and EIN](https://help.taxesforexpats.com/en/articles/6699707-tax-identification-numbers-ssn-itin-irsn-and-ein.md)
- [Social Security income reporting](https://help.taxesforexpats.com/en/articles/11034787-social-security-income-reporting.md)
- [U.S. reporting requirements for inheritance](https://help.taxesforexpats.com/en/articles/6573194-u-s-reporting-requirements-for-inheritance.md)
- [Passive Foreign Investment Companies \(PFIC\): Form 8621](https://help.taxesforexpats.com/en/articles/6740252-passive-foreign-investment-companies-pfic-form-8621.md)
- [How should Pillar 2 and Pillar 3 plans be reported on a U.S. tax return?](https://help.taxesforexpats.com/en/articles/6573243-how-should-pillar-2-and-pillar-3-plans-be-reported-on-a-u-s-tax-return.md)
- [I plan to expatriate but am currently behind on filing my US taxes. Can you give me a rough timeline for the filing process?](https://help.taxesforexpats.com/en/articles/6573232-i-plan-to-expatriate-but-am-currently-behind-on-filing-my-us-taxes-can-you-give-me-a-rough-timeline-for-the-filing-process.md)
- [How much time can I spend in the U.S. after expatriating without being taxed as a resident?](https://help.taxesforexpats.com/en/articles/6573244-how-much-time-can-i-spend-in-the-u-s-after-expatriating-without-being-taxed-as-a-resident.md)
- [I’m relinquishing my U.S. citizenship this year. How should I file?](https://help.taxesforexpats.com/en/articles/6573176-i-m-relinquishing-my-u-s-citizenship-this-year-how-should-i-file.md)
- [I abandoned my U.S. Green Card this year. How should I file?](https://help.taxesforexpats.com/en/articles/7233362-i-abandoned-my-u-s-green-card-this-year-how-should-i-file.md)
- [Do I have to file if my Green Card expired, but I didn't renounce?](https://help.taxesforexpats.com/en/articles/6573202-do-i-have-to-file-if-my-green-card-expired-but-i-didn-t-renounce.md)
- [Filing as a Green Card holder who moved to the U.S. midyear](https://help.taxesforexpats.com/en/articles/6573248-filing-as-a-green-card-holder-who-moved-to-the-u-s-midyear.md)
- [Are Green Card holders working for supranational organizations outside the U.S. required to pay U.S. income taxes?](https://help.taxesforexpats.com/en/articles/6573170-are-green-card-holders-working-for-supranational-organizations-outside-the-u-s-required-to-pay-u-s-income-taxes.md)
- [I'm behind on my taxes and want to get up-to-date. Should I contact the IRS and inform them that I'm planning to file?](https://help.taxesforexpats.com/en/articles/6573224-i-m-behind-on-my-taxes-and-want-to-get-up-to-date-should-i-contact-the-irs-and-inform-them-that-i-m-planning-to-file.md)
- [Do expats have to have health insurance under Obamacare?](https://help.taxesforexpats.com/en/articles/6573252-do-expats-have-to-have-health-insurance-under-obamacare.md)
- [I have an H-1B Visa. What is my residency status for tax purposes?](https://help.taxesforexpats.com/en/articles/6573236-i-have-an-h-1b-visa-what-is-my-residency-status-for-tax-purposes.md)
- [I have recently moved. Do I need to do anything? And, if so, what do I need to do?](https://help.taxesforexpats.com/en/articles/6573201-i-have-recently-moved-do-i-need-to-do-anything-and-if-so-what-do-i-need-to-do.md)
- [What to do if you receive a corrected W-2](https://help.taxesforexpats.com/en/articles/6573222-what-to-do-if-you-receive-a-corrected-w-2.md)
- [FATCA letter: Your non-US bank or online marketplace asks for Form W-9 or W-8BEN](https://help.taxesforexpats.com/en/articles/6573197-fatca-letter-your-non-us-bank-or-online-marketplace-asks-for-form-w-9-or-w-8ben.md)
- [My bank is asking me to complete Form W-8BEN-E. Can TFX help?](https://help.taxesforexpats.com/en/articles/6573119-my-bank-is-asking-me-to-complete-form-w-8ben-e-can-tfx-help.md)
- [I live in a country with a high tax rate. Why do I still owe U.S. taxes?](https://help.taxesforexpats.com/en/articles/6573200-i-live-in-a-country-with-a-high-tax-rate-why-do-i-still-owe-u-s-taxes.md)
- [My local tax declaration \(i.e., France, Switzerland\) won't be ready by the October deadline. What should I do?](https://help.taxesforexpats.com/en/articles/6573182-my-local-tax-declaration-i-e-france-switzerland-won-t-be-ready-by-the-october-deadline-what-should-i-do.md)
- [Am I being taxed twice? Article 18 of the U.S./U.K. tax treaty says I shouldn’t be taxed](https://help.taxesforexpats.com/en/articles/6573172-am-i-being-taxed-twice-article-18-of-the-u-s-u-k-tax-treaty-says-i-shouldn-t-be-taxed.md)
- [I am a U.S. citizen married to a Green Card holder who gave up their Green Card in 2026. Can we file as Married Filing Jointly for 2026, or must my spouse file a separate dual-status return?](https://help.taxesforexpats.com/en/articles/10214355-i-am-a-u-s-citizen-married-to-a-green-card-holder-who-gave-up-their-green-card-in-2026-can-we-file-as-married-filing-jointly-for-2026-or-must-my-spouse-file-a-separate-dual-status-return.md)

## FBAR/FATCA

- [FBAR: How to report non-US financial accounts and file FinCEN 114](https://help.taxesforexpats.com/en/articles/6724182-fbar-how-to-report-non-us-financial-accounts-and-file-fincen-114.md)
- [FATCA: How to report non-US financial accounts and file Form 8938](https://help.taxesforexpats.com/en/articles/6573284-fatca-how-to-report-non-us-financial-accounts-and-file-form-8938.md)
- [FBAR/FATCA: Filing tips for owners of non-US financial accounts and assets](https://help.taxesforexpats.com/en/articles/6573325-fbar-fatca-filing-tips-for-owners-of-non-us-financial-accounts-and-assets.md)
- [Taxation of Australian Superannuation funds in the US](https://help.taxesforexpats.com/en/articles/6573271-taxation-of-australian-superannuation-funds-in-the-us.md)
- [FBAR filing service: Request, manage, and e-file](https://help.taxesforexpats.com/en/articles/10315443-fbar-filing-service-request-manage-and-e-file.md)

## Countries specific

- [Australia specific](https://help.taxesforexpats.com/en/articles/6573349-australia-specific.md)
- [France specific](https://help.taxesforexpats.com/en/articles/6573327-france-specific.md)
- [Germany specific](https://help.taxesforexpats.com/en/articles/6573334-germany-specific.md)
- [Hong Kong specific](https://help.taxesforexpats.com/en/articles/6573328-hong-kong-specific.md)
- [Japan specific](https://help.taxesforexpats.com/en/articles/6573335-japan-specific.md)
- [Singapore specific](https://help.taxesforexpats.com/en/articles/6573347-singapore-specific.md)
- [Spain specific](https://help.taxesforexpats.com/en/articles/6573344-spain-specific.md)
- [Switzerland specific](https://help.taxesforexpats.com/en/articles/6573333-switzerland-specific.md)
- [United Kingdom specific](https://help.taxesforexpats.com/en/articles/6573318-united-kingdom-specific.md)
- [Rest of the world's specific](https://help.taxesforexpats.com/en/articles/6573342-rest-of-the-world-s-specific.md): Belgium, Canada, Kingdom of Saudi Arabia, New Zealand, Norway, The Netherlands
- [Local \(non-US\) tax assessment forms](https://help.taxesforexpats.com/en/articles/14704821-local-non-us-tax-assessment-forms.md)

## Pricing

- [What U.S. tax forms does TFX prepare?](https://help.taxesforexpats.com/en/articles/12867557-what-u-s-tax-forms-does-tfx-prepare.md)
- [Instant Quote: Get an estimated price for your tax filing based on your previous tax return](https://help.taxesforexpats.com/en/articles/11176990-instant-quote-get-an-estimated-price-for-your-tax-filing-based-on-your-previous-tax-return.md)
- [Can spouses file jointly as part of the Streamlined Program? Is the TFX fee the same for a single person and a married couple?](https://help.taxesforexpats.com/en/articles/6573154-can-spouses-file-jointly-as-part-of-the-streamlined-program-is-the-tfx-fee-the-same-for-a-single-person-and-a-married-couple.md)
- [Why does filing Form 1040NR cost more than filing Form 1040?](https://help.taxesforexpats.com/en/articles/6573155-why-does-filing-form-1040nr-cost-more-than-filing-form-1040.md)
- [The "Expanded income bundle" includes 10 brokerage transactions. If I have more, can they be grouped?](https://help.taxesforexpats.com/en/articles/6573151-the-expanded-income-bundle-includes-10-brokerage-transactions-if-i-have-more-can-they-be-grouped.md)
- [How to report cryptocurrencies and how much it costs](https://help.taxesforexpats.com/en/articles/6573149-how-to-report-cryptocurrencies-and-how-much-it-costs.md)
- [FBAR and FATCA reporting: Costs and filing procedures](https://help.taxesforexpats.com/en/articles/13960883-fbar-and-fatca-reporting-costs-and-filing-procedures.md)
- [Will updating my answers after signing the engagement letter result in additional charges?](https://help.taxesforexpats.com/en/articles/14471309-will-updating-my-answers-after-signing-the-engagement-letter-result-in-additional-charges.md)

## After filing

- [Project sign-off](https://help.taxesforexpats.com/en/articles/6573389-project-sign-off.md)
- [Mailing instructions: Where, when, and how](https://help.taxesforexpats.com/en/articles/6573421-mailing-instructions-where-when-and-how.md)
- [Payments to the IRS: Deadlines, estimated payments, and IRS payment options](https://help.taxesforexpats.com/en/articles/6573439-payments-to-the-irs-deadlines-estimated-payments-and-irs-payment-options.md)
- [How to check your return & IRS refund status and order tax transcripts](https://help.taxesforexpats.com/en/articles/6573426-how-to-check-your-return-irs-refund-status-and-order-tax-transcripts.md)
- [State web portals for tax payments & refunds](https://help.taxesforexpats.com/en/articles/6573431-state-web-portals-for-tax-payments-refunds.md)
- [Previous return issue reports: Submit and manage](https://help.taxesforexpats.com/en/articles/6573423-previous-return-issue-reports-submit-and-manage.md): How to fix issues with a prior return if you received an IRS letter
- [How to copy your public review link](https://help.taxesforexpats.com/en/articles/6573425-how-to-copy-your-public-review-link.md)
- [How to copy your FB post link](https://help.taxesforexpats.com/en/articles/6573434-how-to-copy-your-fb-post-link.md)

## Loyalty & referral programs

- [Early Bird special promo](https://help.taxesforexpats.com/en/articles/6573412-early-bird-special-promo.md)
- [TFX referral program overview](https://help.taxesforexpats.com/en/articles/6573483-tfx-referral-program-overview.md)
- [Expiring credit: Prepay to activate](https://help.taxesforexpats.com/en/articles/6573401-expiring-credit-prepay-to-activate.md)
- [Promo codes for new clients](https://help.taxesforexpats.com/en/articles/10702025-promo-codes-for-new-clients.md)
- [Discounts available for TFX clients](https://help.taxesforexpats.com/en/articles/10757395-discounts-available-for-tfx-clients.md)

## Business owners

- [Business owners: US tax filing requirements and deadlines](https://help.taxesforexpats.com/en/articles/8721089-business-owners-us-tax-filing-requirements-and-deadlines.md)
- [Filing requirements for US single-member LLCs owned by nonresident aliens \(NRAs\): Form 5472 + pro forma Form 1120](https://help.taxesforexpats.com/en/articles/11143846-filing-requirements-for-us-single-member-llcs-owned-by-nonresident-aliens-nras-form-5472-pro-forma-form-1120.md)
- [Form 5471](https://help.taxesforexpats.com/en/articles/6573195-form-5471.md)
- [Entities: Create and manage](https://help.taxesforexpats.com/en/articles/6573314-entities-create-and-manage.md): What are entities, and how TFX helps manage them