Get Irs 8854 - Instructions 2022-2025

The IRS 8854 form is essential for U.S. citizens who have expatriated to ensure compliance with tax obligations. This comprehensive guide provides clear, step-by-step instructions on how to fill it out accurately and effectively online, helping you navigate the process with confidence.

Follow the steps to complete the IRS 8854 form successfully.

1. Press the 'Get Form' button to access the IRS 8854 form and open it in your preferred editor.
2. Begin by entering your identifying information, including your U.S. social security number and address. If you have a P.O. box, indicate that only if your street address is not available.
3. Indicate whether you expatriated in 2022 or if you expatriated before 2022 and are filing an annual form.
4. Provide the date of your expatriation, which is crucial for determining your reporting requirements.
5. List all countries of which you are a citizen, including the date you obtained citizenship.
6. Complete Part II if you expatriated in 2022, detailing your tax obligations for the five years before expatriation and including appropriate financial information.
7. Fill out the balance sheet portion, estimating the fair market value of your assets and liabilities as of your expatriation date.
8. Complete Section C regarding property owned at the time of expatriation, specifically if you are considered a covered expatriate.
9. In Section D, if electing to defer any taxes, ensure that you enter into a deferral agreement with the IRS, providing all required security information.
10. Once all fields are complete, you can save your changes, download a copy for your records, print it for submission, or share it as needed.

Proceed to fill out your IRS 8854 form online, ensuring all information is accurate and complete.