Form 8854 - Initial and Annual Expatriation Statement-2026

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

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