What Is IRS Form 8854? A Guide for Expats-2025

Show details

4.6 out of 5

25 votes

The document is Form 8854, the Initial and Annual Expatriation Statement for individuals expatriating from the U.S. in 2023. It requires personal information, details about citizenship, tax liabilities, net worth, and assets as of the expatriation date. The form is used to report tax obligations and financial status for expatriates, including options for deferring taxes on certain assets.

Here's how it works

01. Edit your expatriation online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send 199n e postcard via email, link, or fax. You can also download it, export it or print it out.

How to edit What Is IRS Form 8854? A Guide for Expats in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our comprehensive and intuitive PDF editor is simple. Follow the instructions below to fill out What Is IRS Form 8854? A Guide for Expats online easily and quickly:

Log in to your account. Sign up with your credentials or create a free account to test the product prior to choosing the subscription.
Import a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit What Is IRS Form 8854? A Guide for Expats. Quickly add and underline text, insert pictures, checkmarks, and symbols, drop new fillable areas, and rearrange or delete pages from your paperwork.
Get the What Is IRS Form 8854? A Guide for Expats accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others through a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to quickly handle your paperwork online!

See more What Is IRS Form 8854? A Guide for Expats versions

We've got more versions of the What Is IRS Form 8854? A Guide for Expats form. Select the right What Is IRS Form 8854? A Guide for Expats version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (25 Votes)
2022	4.1 Satisfied (29 Votes)
2021	4.8 Satisfied (86 Votes)
2020	4.4 Satisfied (198 Votes)
2019	4.3 Satisfied (40 Votes)
2018	4.4 Satisfied (87 Votes)
2017	4 Satisfied (45 Votes)
2016	4.4 Satisfied (49 Votes)
2015	4.2 Satisfied (60 Votes)
2014	4 Satisfied (41 Votes)
2013	4 Satisfied (55 Votes)
2012	4.1 Satisfied (31 Votes)
2011	4 Satisfied (35 Votes)
2010	4.3 Satisfied (49 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the expatriate tax exemption?

The Foreign Earned Income Exclusion, or FEIE, is also known as Form 2555 by the IRS. This expat benefit allows you to avoid double taxation by excluding up to a certain amount of foreign earned income from your US taxes. In 2024, for the 2023 tax year, you can exclude up to $120,000 of foreign earned income.

Is there an exit tax to leave the US?

Under Sec. 877A, a U.S. exit tax may apply to individuals who relinquish their U.S. citizenship or are long-term residents who cease to be a U.S. permanent resident. The tax is designed to make sure that all unpaid taxes are settled before a U.S. citizen or resident withdraws from the U.S. tax system.

What does 8854 mean?

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.

What is the expatriation exclusion for 2024?

For 2024, if you are a covered expatriate, the net gain that you must otherwise include in your income is reduced by $866,000. For more information, see Taxation Under Section 877A, later.

How do U.S. taxes work for expats?

Filing taxes as a U.S. expat The United States subjects your worldwide income to U.S. income tax, regardless of where you live. To make this easier, the Internal Revenue Code offers certain foreign income tax credits, tax deductions, and income exclusions, potentially reducing your U.S. tax bill each year.