Track
Individual
Educational steps for the individual’s tax year — contract pilot, W-2 employee, resident in transition, or American abroad. The firm reviews your case.
- 01
Every month
Keep pay stubs, per diem records, and work-expense receipts in a folder per month.
- 02
1099 contract
Use a bank account just for contract income. Note flight-related expenses (training, exams, equipment).
- 03
Days in each country
Log days in the US and outside. This helps the professional evaluate residence (dual-status, First-Year Choice).
- 04
Foreign accounts
Keep a list of non-US accounts and peak balances, to evaluate FBAR and Form 1116 calmly.
- 05
Estimates
If you receive 1099 with no withholding, plan quarterly estimates (1040-ES) with the firm.
- 06
Year end
In January and February, send W-2, 1099, 1098, and statements through the secure portal (Drake Tax Portal).
Useful checklists on this track