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2018Instructions for Form 8966Department of the Treasury Internal Revenue ServiceFATCA Report Section references are to the Internal Revenue Code unless otherwise noted. Future Developments the latest

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How to fill out form 8966

01

To fill out form 8966, follow these steps:

02

Gather all required information and documents, including the name, address, and taxpayer identification number (TIN) of the filer and the foreign financial institution.

03

Provide details about each account held by the filer and the foreign financial institution, such as the account number, balance, and income earned.

04

Include information about any associated payees or recipients of payments made by the filer or the foreign financial institution.

05

Report any reportable events, such as substantial U.S. owners or material changes in the foreign financial institution.

06

Ensure all information is accurate and complete before submitting the form.

07

File the form with the Internal Revenue Service (IRS) by the specified due date, usually on or before March 31st of the year following the reporting period.

08

Retain a copy of the completed form for your records.

Who needs form 8966?

01

Form 8966 is required by certain foreign financial institutions (FFIs) and withholding agents under the Foreign Account Tax Compliance Act (FATCA).

02

FFIs, including banks, investment funds, and insurance companies, that have financial accounts held by U.S. persons or entities with substantial U.S. ownership must file this form.

03

Additionally, withholding agents, such as brokers, must also file this form to report certain information about U.S. accounts and payments made to non-U.S. persons.

04

It is important to consult the IRS guidelines or a tax professional to determine if you are required to file form 8966 based on your specific circumstances.

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