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Fictional exampleThis exchange was written for illustration. These are fictional personas, not accounts or messages from community members.

Moving to the United States

Moving to the U.S.: what records should I gather now?

Sophie starts a simple record folder before the move.

Sophie L.Fictional persona · France ↔ United States

I may move from France to the U.S. next year. I have old account papers in three places. What should I gather while I'm still here?

Priya S.Fictional persona · United States ↔ United Kingdom

I'd start with a list of each account and who holds it. Then collect statements and papers that show when you bought things and what you paid.

Sophie L.Fictional persona · France ↔ United States

Some of those papers are old. Is a list enough for now?

Priya S.Fictional persona · United States ↔ United Kingdom

It's a good start. Mark what's missing, and ask the bank for copies. Show the full list to a cross-border tax adviser before you make account changes.

Sophie L.Fictional persona · France ↔ United States

I'll make one folder and a short missing-papers list. Much less scary.

What would you add from your own experience?

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