US Expat Tax & Other Forms
Access a wide range of downloadable US expat tax forms from our comprehensive list and ensure your financial compliance as a US expat.
Used by individuals to claim the foreign earned income exclusion and housing exclusion or deduction.
IRS Form 2555, also known as the Foreign Earned Income Exclusion, is a tax form used by U.S. citizens or residents living and working abroad to exclude a portion of their foreign earned income from their taxable income. This form allows eligible individuals to reduce their tax liability by excluding income earned in a foreign country, subject to certain limitations and qualifying criteria. By completing Form 2555, taxpayers can potentially lower their overall tax burden while still meeting their tax obligations as U.S. citizens or residents.
Download Form 2555
Used by individuals to report specified foreign financial assets.
IRS Form 8938, also known as the Statement of Specified Foreign Financial Assets, is a tax form used by U.S. taxpayers to report their ownership of certain specified foreign financial assets. The form is required to be filed alongside the taxpayer’s annual income tax return if they meet certain threshold requirements for the total value of their foreign financial assets. The purpose of Form 8938 is to promote transparency and compliance with U.S. tax laws regarding foreign financial accounts and assets. Taxpayers must provide detailed information about each specified foreign financial asset they hold, including their maximum value during the tax year. By filing Form 8938, taxpayers fulfill their reporting obligations related to foreign financial assets and help ensure compliance with tax laws related to foreign accounts and investments.
Download Form 8938
Used by U.S. shareholders of certain foreign corporations.
IRS Form 5471, also known as the Information Return of U.S. Persons With Respect to Certain Foreign Corporations, is a tax form used by U.S. citizens, residents, and certain domestic corporations to report their ownership or control over foreign corporations. The form is required to be filed if the taxpayer meets certain ownership thresholds or has significant influence or control over a foreign corporation. Form 5471 collects detailed information about the foreign corporation, including its income, assets, liabilities, and transactions with related parties. By completing Form 5471, taxpayers provide the IRS with necessary information about their foreign corporate interests, ensuring compliance with U.S. tax laws and reporting requirements related to foreign investments and international business activities.
Download Form 5471
Used to report foreign bank and financial accounts (FBAR) to the Financial Crimes Enforcement Network (FinCEN).
Form 114, also known as the Report of Foreign Bank and Financial Accounts (FBAR), is a tax form used by U.S. taxpayers to report their financial interest in or signature authority over foreign financial accounts. The form is required to be filed annually with the Financial Crimes Enforcement Network (FinCEN), separate from the individual’s tax return. Form 114 collects detailed information about each foreign account, including its location, account numbers, maximum value, and income generated. The purpose of Form 114 is to enhance transparency and prevent tax evasion by ensuring the reporting of foreign financial accounts held by U.S. taxpayers. Failure to file this form or provide accurate information can result in significant penalties.
Download FinCEN Form 114
Used to disclose a treaty-based return position and provide information on foreign tax treaty benefits.
Form 8833, also known as the Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b), is a tax form used by taxpayers to disclose positions taken on their tax returns that rely on a tax treaty to claim benefits not allowed under U.S. tax laws. The form is required when taxpayers take a treaty-based position that may reduce or eliminate their U.S. tax liability. By completing Form 8833, taxpayers provide information about the specific treaty provision they are relying on and the resulting tax treatment. This form helps the IRS identify and review tax positions that may require further scrutiny or examination. It ensures transparency and compliance with tax laws by disclosing the use of treaty provisions to claim tax benefits beyond what would be allowed under domestic tax rules.
Download Form 8833
Used by individuals to claim the foreign tax credit for taxes paid to foreign countries.
IRS Form 1116, also known as the Foreign Tax Credit, is a tax form used by U.S. taxpayers who have paid foreign taxes on income earned abroad. The form allows individuals to claim a credit for the foreign taxes paid, reducing their U.S. tax liability. Taxpayers must provide information about the foreign taxes paid and calculate the allowable credit based on the amount of foreign income and the U.S. tax rate. By completing Form 1116, taxpayers can avoid double taxation and potentially lower their overall tax liability by offsetting their U.S. tax liability with foreign taxes paid.
Download Form 1116
Used by U.S. persons with direct or indirect interests in foreign disregarded entities or certain foreign branch to satisfy the reporting requirements.
IRS Form 8858, also known as the Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs), is a tax form used by U.S. taxpayers who have ownership or control over foreign disregarded entities or foreign branches. This form is required to be filed by individuals, partnerships, corporations, or estates that meet specific criteria related to their foreign investments or operations. Form 8858 collects information about the taxpayer’s ownership or control of foreign disregarded entities or foreign branches, including details about their income, expenses, assets, and liabilities. By completing Form 8858, taxpayers provide the IRS with necessary information about their foreign business interests, ensuring compliance with U.S. tax laws and reporting requirements.
Download Form 8858
Used by U.S. persons with interests in certain foreign partnerships.
IRS Form 8865, also known as the Return of U.S. Persons With Respect to Certain Foreign Partnerships, is a tax form used by U.S. persons who are partners in foreign partnerships or who have a certain level of ownership or control over foreign partnerships. The form is required to be filed by taxpayers who meet specific ownership or control thresholds set by the IRS. Form 8865 gathers information about the foreign partnership, including its income, deductions, credits, and transactions with related parties. By completing Form 8865, taxpayers provide the IRS with necessary information about their ownership or control of foreign partnerships, ensuring compliance with U.S. tax laws and reporting requirements related to foreign partnerships and international business activities.
Download Form 8865
Used as part of the streamlined filing compliance procedures for non-compliant U.S. taxpayers residing outside the United States.
Form 14653, also known as the Certification by U.S. Person Residing Outside of the United States for Streamlined Foreign Offshore Procedures, is a tax form used by U.S. taxpayers living abroad who wish to participate in the Streamlined Foreign Offshore Procedures to address their previously unreported foreign income and assets. The form is submitted as part of the streamlined filing compliance procedures and requires taxpayers to provide detailed information about their foreign financial accounts, income, and assets. By completing Form 14653, taxpayers certify that their failure to report foreign income and assets was non-willful and seek to bring themselves into compliance with U.S. tax laws. The form serves as a declaration of eligibility and intent to rectify past non-compliance and can help taxpayers avoid penalties while becoming compliant with their tax obligations.
Used by foreign trust with a U.S. owner to report their ownership and activities.
IRS Form 3520-A, also known as the Annual Information Return of Foreign Trust with a U.S. Owner, is a tax form used by the foreign trusts with US owners to report their ownership and activities related to the trust. The form is filed with the Internal Revenue Service (IRS) annually and requires detailed information about the trust, such as its beneficiaries, income, distributions, and assets. Form 3520-A helps the IRS monitor the compliance of U.S. taxpayers with respect to their foreign trust holdings and ensures proper reporting of income and transactions involving these trusts. By completing Form 3520-A, U.S. owners of foreign trusts fulfill their reporting obligations and help maintain transparency in their foreign trust arrangements.
Download Form 3520A