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How to use or fill out Form 8854 - Initial and Annual Expatriation Statement with DocHub
- Click ‘Get Form’ to open it in the editor.
- Begin with Part I—General Information. Fill in your identifying number, typically your U.S. social security number, and provide your address details accurately.
- In Line 4, indicate whether you are filing for initial expatriation in 2023 or an annual statement if you expatriated before this year.
- Complete Line 5 by entering your expatriation date, which is crucial for determining your tax obligations.
- Proceed to Part II—Initial Expatriation Statement. Here, list your assets and liabilities as of the expatriation date in the specified columns.
- For each asset, provide its fair market value (FMV) and basis. Use good faith estimates if necessary; formal appraisals are not required.
- Finally, review all entries for accuracy before saving and submitting the form through our platform.
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