8854 2011 form-2025

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Form 8854 is the Initial and Annual Expatriation Statement required by the IRS for individuals who expatriate from the United States. It collects information regarding the individual's expatriation date, tax residency, citizenship status, and financial details such as income tax liability and net worth. The form is divided into sections that cater to different expatriation timelines and circumstances, including provisions for deferring tax on certain assets. It aims to ensure compliance with U.S. tax obligations upon expatriation.

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Begin by clicking 'Get Form' to open the IRS Form 8854 (2011) in our editor.
Fill out your general information in Part I, including your mailing address and telephone number. Ensure that you provide accurate details as this will be used for any correspondence.
Complete the expatriation date section, checking the appropriate box based on your expatriation timeline. This determines which parts of the form you need to complete.
In Part II, answer questions regarding your citizenship status and previous filings. If applicable, proceed to Part III or IV based on your expatriation date.
For Parts IV and V, provide detailed financial information including income tax liability and a balance sheet of assets and liabilities as of your expatriation date.
Once all sections are completed, you can print, download, or share the form directly from our platform for free.

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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)

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What is tax form 8854?

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.

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.

What is the penalty for filing form 8854?

The penalties for failing to file Form 8854 when required can be steep. First, there is the noncompliance penaltyup to $10,000. (However, this penalty only applies to covered expats.) Beyond this, because you will be considered a US citizen until you have filed Form 8854, you will continue to be subject to US taxes.

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.