Irs 8854 instructions-2026

1. Click ‘Get Form’ to open the IRS 8854 instructions in the editor.
2. Begin by filling out Part I, which requires your general information. Enter your name, address, and identifying number as instructed.
3. Proceed to Part II for the Initial Expatriation Statement. Here, you will need to provide details about your expatriation date and confirm compliance with tax obligations for the past five years.
4. In Section A of Part II, report your income tax liability for the five years leading up to your expatriation. Use our platform's tools to easily calculate and input these figures.
5. Complete Section B by providing a balance sheet that lists your assets and liabilities as of your expatriation date. Ensure all values are in U.S. dollars.
6. Finally, review all sections for accuracy before submitting. Utilize our platform’s features to save and share your completed form seamlessly.

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