Form 8854 - Initial and Annual Expatriation Statement-2026

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The document provides instructions for Form 8854, which is used by U.S. citizens and long-term residents who expatriate to certify compliance with tax obligations prior to expatriation. It outlines the requirements for filing, including changes in income tax liability thresholds and unrealized gains for covered expatriates in 2023. The form is necessary for individuals who relinquished their citizenship or terminated residency after June 17, 2008, detailing penalties for non-compliance and taxation rules under Section 877A.

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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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Versions	Form popularity	Fillable & printable
2023	4.2 Satisfied (60 Votes)
2022	4.2 Satisfied (46 Votes)
2021	4.8 Satisfied (59 Votes)
2016	4 Satisfied (57 Votes)

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What is the expatriation tax in the US?

To deter tax avoidance by abandonment of citizenship, the United States imposes an expatriation tax on high-net-worth and high-income individuals who give up U.S. citizenship.

What does 8854 mean?

Form 8854 is a crucial document that anyone giving up U.S. citizenship or a long-term residency (such as a Green Card) must file. This form helps the U.S. government confirm that you have settled all your tax obligations.

Can form 8854 be filed electronically?

You can file Form 8854 electronically with Form 1040NR returns except in the following cases: Situations that need an extra statement. Form 8854, Page 3, Section B. Form 8854, Page 4, Section C.

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How to avoid US exit tax?

Dual Citizenship at Birth If you were born a dual citizen, you may be able to avoid the exit taxbut only if: You still hold citizenship in your other country at the time of expatriation. You have been a U.S. resident for no more than 10 of the last 15 years (as defined for tax purposes).

What tax form do expats file?

Form 1040 The standard U.S. federal tax return, reporting worldwide income. Form 2555 To claim the Foreign Earned Income Exclusion (FEIE) for qualifying foreign income. Form 1116 To claim the Foreign Tax Credit and avoid double taxation. FinCEN Form 114 To report foreign financial accounts via FBAR.

Does renouncing avoid US taxes?

Once you have completed the process of renouncing US citizenship, you will be classified as a non-resident alien for US tax purposes. This new status means you are no longer required to pay taxes on your worldwide income to the US government.

What is the filing form 8854?

Form 8854 needs to be filed in the year of expatriation along with the income tax return. If you dont need to file an income tax return, then Form 8854 should be mailed to the IRS using the address included in the form instructions.

Form 8854 - Initial and Annual Expatriation Statement-2026

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