Expatriation Tax

Documents included in the package: 8854, 1040, 1040NR and other forms

Get forms

The templates you get with the Expatriation Tax package

Fill now

Fill now

Fill now

Fill now

Fill now

Fill now

Submit and share the Expatriation Tax package online with pdfFiller. Get all the templates missing from your workflow all at once, and also save money with exclusive package offers. You can also pick one or several separate forms from a bundle if needed.

Form packages in pdfFiller are manually grouped and include the most popular paperwork cases such as tax submission, various applications, and agreements. The forms from the package are organized for every particular use case. Simply fill out them using full-featured editor, e-sign digitally, and stay compliant with industry-leading security standards.

To start working on the Expatriation Tax forms package, click the Fill Now button on one of the templates. You will be instantly taken to the editor. To make the completion process easier, follow the Wizard tool's tips. This tool guides you through the document and displays the information you need to fill in. Active fields are highlighted with white and marked with an arrow and pop-up hints, so you will not miss it. After you finish a form, click Done and proceed with other forms in the package.

Forms description

More In Forms and Instructions Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency (expatriated). Form 8854 is used by individuals who have expatriated on or after June 4, 2004.

Form 1040NR is a version of the IRS income tax return that nonresident aliens may have to file if they engaged in business in the United States during the tax year or otherwise earned income from U.S. sources throughout the year.

I-407, Record of Abandonment of Lawful Permanent Resident Status. Use this form to let us know you are voluntarily abandoning your status as a lawful permanent resident (LPR) of the United States.

What Is Form 8833? Form 8833, “Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b),” is used by taxpayers to make a treaty-based return position disclosure as required by Section 6114, or such dual-resident taxpayers whose treaty-based return position disclosure is required under Reg. 301.7701(b)-7.

Expatriation Tax FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What is the exit tax for the US?

It is the IRS's last chance to tax you. The Exit Tax is computed as if you sold all your assets on the day before you expatriated, and had to report the gain. Currently, net capital gains can be taxed as high as 23.8%, including the net investment income tax.

What is a 1040 tax form?

Form 1040 is what individual taxpayers use to file their taxes with the IRS. A filer also needs to report wages, salary, taxable interest, capital gains, pensions, Social Security benefits, and other types of income. Taxpayers may need to file supplemental tax 1040 forms depending on their situation.

What is 1040 vs 1040nr?

Resident & Non-resident If you file form 1040 (U.S. resident return), you must report, and are subject to taxation on your worldwide income. Non-Residents, who file form 1040NR, must only report their US sourced income.

What does form I 407 mean?

Form I-407, Record of Abandonment of Lawful Permanent Resident Status, is designed to provide a simple procedure to record an individual's abandonment of status as a lawful permanent resident (LPR) of the United States.

What is the purpose of Form 8833?

You must file a U.S. tax return and Form 8833 if you claim the following treaty benefits: A reduction or modification in the taxation of gain or loss from the disposition of a U.S. real property interest based on a treaty. A change to the source of an item of income or a deduction based on a treaty.

Why is Agenda 2063 important?

Agenda 2063 is a strategic framework for the socio- economic transformation of the continent over the next 50 years. It builds on, and seeks to accelerate the implementation of past and existing continental initiatives for growth and sustainable development. A Changing Global and African Context.