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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 needs to file IRS Form 8854?
A: US citizens or long-term residents who have expatriated or terminated their residency status.
Q: What is the purpose of IRS Form 8854?
A: The form is used to report expatriation information to the IRS.
Q: When is IRS Form 8854 filed?
A: It is filed annually by covered expatriates for 10 years after expatriation.
Q: Are there any penalties for not filing IRS Form 8854?
A: Yes, there are penalties for failing to file or filing incomplete or incorrect information.
Q: Can I electronically file IRS Form 8854?
A: No, the form must be filed on paper and mailed to the IRS.
Q: What information is required on IRS Form 8854?
A: The form requires personal information, expatriation details, and financial information.
Q: Is IRS Form 8854 used for reporting expatriation for tax purposes?
A: Yes, the form is used to calculate and report any applicable exit tax.
Q: Are there any exceptions to filing IRS Form 8854?
A: Yes, there are exceptions for certain individuals who meet specific criteria.
Form Details:
- A 5-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- 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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