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2023 US Reporting Checklist and Deadlines

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of Eileen Reardon
    Eileen Reardon

US tax and information reporting obligations have been increasing over the last few years. It is important for family advisers and trustees of foreign trusts to make note early in the year of which US filings will be required and the respective deadlines. If a foreign individual, entity or trust (non-US person) cannot meet the reporting deadline, a request for extension should be filed prior to the due date. Download