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Additionally it probably would not hurt to talk to a CPA for this years taxes just to ensure that you get all the information you need and have someone able to walk you through all the forms and processes. Not that Kirk hasn't done an amazing job providing information, it is just handy to have someone right there who is current and able to assist you.

Problem is I live abroad so that's not as easy as it might be for someone living in the US. Unless, of course, there are CPAs who do phone or email assistance?

Ah, well that does change the situation a bit to be sure. But I'm always up for a challenge First stop, go to the U.S. Embassy and see if they can't help put you in touch with a local US tax professional. They almost certainly have someone that they can recommend. Next step, check out this website: http://tax.aicpa.org/ and http://www.cpadirectory.com/ to get a list of CPAs and go from there.