Get Irs 8854 - Instructions 2021-2025

Filling out the IRS 8854 form can be a detailed process, especially for expatriates aiming to ensure compliance with U.S. tax obligations. This guide provides clear, step-by-step instructions tailored to assist users in completing this form accurately and efficiently online.

Follow the steps to successfully complete your IRS 8854 form online.

1. Press the ‘Get Form’ button to download the IRS 8854 form and view it in your preferred document editor.
2. Begin with Part I—General Information. Fill in your name, identifying number, and address. If applicable, provide a P.O. box after confirming if it is necessary.
3. In Line 4, check the appropriate box to indicate whether you are filing an initial expatriation statement for the year or an annual statement for prior years.
4. Provide your expatriation date in Line 5 to confirm the effective date of relinquishing U.S. citizenship or terminating long-term residency.
5. List all countries of which you are a citizen in Line 6, detailing the dates in which you acquired citizenship.
6. Complete Part II, which is necessary for individuals who expatriated in 2021. Ensure the balance sheet accurately reflects your assets and liabilities as of the expiration date.
7. Move to Section C if you are a covered expatriate. Report property owned on the date of expatriation and ensure accuracy on values.
8. Finalize the form by checking all entered information for completeness and accuracy before saving the document.
9. Download the completed form for your records, and print it if required. Ensure to return copies to the IRS and retain one for personal use.

Now that you have the guide, complete your IRS 8854 form online to stay compliant with tax responsibilities.