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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8854
for the current year.
IRS Form 8854 Initial and Annual Expatriation Statement
What Is IRS Form 8854?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8854?
A: IRS Form 8854 is the Initial and Annual Expatriation Statement.
Q: Who must file IRS Form 8854?
A: U.S. citizens or long-term residents who have expatriated or terminated their U.S. residency for tax purposes.
Q: When should IRS Form 8854 be filed?
A: IRS Form 8854 should be filed with your final income tax return or with the Initial and Annual Expatriation Statement.
Q: What information is required on IRS Form 8854?
A: IRS Form 8854 requires information about your expatriation or residency termination, income, assets, and compliance with tax obligations.
Q: Is filing IRS Form 8854 mandatory?
A: Yes, if you have expatriated or terminated U.S. residency for tax purposes, you are required to file IRS Form 8854.
Form Details:
- A 5-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8854 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8854 Initial and Annual Expatriation Statement
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