Jun 4, 2004 · Information about Form 8854, Initial and Annual Expatriation Statement, including recent updates, related forms, and instructions on how to file. Form 8854 is used by individuals who have …

Feb 9, 2024 · Explore the intricacies of IRS Form 8854, its importance for U.S. expatriates, and the potential penalties for non-compliance. Learn who needs to file it and how to avoid the exit tax.

Dec 9, 2025 · Learn how to file Form 8854, avoid covered expatriate status, and understand exit tax rules for U.S. citizens and long-term residents.

Form 8854 is due with the final tax return following the expatriating act. For example, if a Taxpayer submits Form I-407 in the current year, then he will file Form 8854 in the subsequent year when he …

This article provides a detailed, SEO-friendly, line-by-line guide for completing IRS Form 8854, the Initial and Annual Expatriation Statement, including what it is, who must file it, how to file, and …

Feb 12, 2025 · In this last part of the series, Part 3, we will highlight changes to the Form 8854, Initial and Annual Expatriation Statement, and other miscellaneous items related to the US Exit Tax.

Feb 17, 2026 · The form does three things: certifies your tax compliance history, calculates your net worth, and determines whether you owe the exit tax. Even if you owe nothing, filing Form 8854 is …

Nov 17, 2025 · Learn how to file Form 8854 when you renounce U.S. citizenship or end long term residency. See who must file, five year compliance, covered expatriate tests, exit tax rules, …

Dec 4, 2025 · Comprehensive guide to IRS Form 8854. Determine covered expatriate status, value assets, and manage the complex Exit Tax process upon renouncing citizenship.

Form 8854 and Expatriation One of the most common questions our international tax lawyers receive each year when U.S. Taxpayers get ready to renounce their U.S. citizenship or terminate their Lawful …