Get the free Form 8854 (Rev. February 2004) ( Fill -in Version)

Form (Rev. February 2004) 8854 OMB No. 1545-1567 Expatriation Initial Information Statement See separate instructions. Please print or type. Telephone number Attachment Sequence No. Identifying number

How to fill out form 8854 rev february

How to fill out form 8854 rev February:

1. Start by carefully reading the instructions provided with the form. Familiarize yourself with the purpose of form 8854 and the information it requires.
2. On the form, provide your personal information such as your name, address, and social security number. Make sure to double-check the accuracy of these details.
3. Proceed to section A of the form, where you will report your expatriation information. This includes the date of expatriation, your citizenship or nationality, and your current and former U.S. taxpayer identification numbers.
4. In section B, disclose your income statements for the applicable tax years. This includes information about your worldwide income, deductions, and credits for the period leading up to your expatriation date.
5. Move on to section C, which involves calculating your net worth. This requires reporting the fair market value of your assets and liabilities at the time of expatriation.
6. If applicable, complete section D regarding trusts and partnerships by providing relevant details about these entities and their relationship to you.
7. Lastly, sign and date the form to certify the accuracy of the information provided. Consider keeping a copy for your records before submitting it to the relevant tax authorities.

Who needs form 8854 rev February:

1. U.S. citizens or long-term residents who have relinquished their citizenship or green card (permanent resident) status.
2. Individuals who meet specific income or asset thresholds as outlined in the instructions for the form.
3. Those who need to report their financial and tax obligations up to the date of expatriation or termination of residency, as required by the Internal Revenue Service (IRS).

For pdfFiller’s FAQs

What is form 8854 rev february?

Form 8854 rev February is a document used by expatriates to report their information and activities to the Internal Revenue Service (IRS) when giving up their U.S. citizenship or long-term residency status.

Who is required to file form 8854 rev february?

Individuals who are expatriating, relinquishing their U.S. citizenship, or terminating their long-term residency status are required to file form 8854 rev February.

How to fill out form 8854 rev february?

Form 8854 rev February can be filled out by providing personal information, dates of expatriation or residency termination, and reporting certain financial information. It is recommended to seek professional advice or refer to the IRS instructions to correctly fill out the form.

What is the purpose of form 8854 rev february?

The purpose of form 8854 rev February is to provide the IRS with information about individuals who have given up their U.S. citizenship or terminated their long-term residency. This form helps the IRS track taxation and compliance for expatriates.

What information must be reported on form 8854 rev february?

Form 8854 rev February requires individuals to report personal information, dates of expatriation or residency termination, income and asset information, covered expatriate status, and other relevant details. The specific information required can be found in the form instructions.

How can I send form 8854 rev february to be eSigned by others?

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