Home
Tax Form Catalog
Individual forms
8854 form
2016 Form 8854. Initial and Annual Expatriation Statement

2016 Form 8854. Initial and Annual Expatriation Statement-2025

2016 Form 8854. Initial and Annual Expatriation Statement Preview on Page 1

Show details

4.4 out of 5

49 votes

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, income tax liabilities, net worth, and details about deferred compensation and trusts. The form is structured into various parts that cater to different expatriation timelines and circumstances, ensuring compliance with U.S. tax obligations post-expatriation.

Here's how it works

01. Edit your form 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 it via email, link, or fax. You can also download it, export it or print it out.

The best way to edit 2016 Form 8854. Initial and Annual Expatriation Statement online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your paperwork requires only a few simple clicks. Make these quick steps to edit the PDF 2016 Form 8854. Initial and Annual Expatriation Statement online free of charge:

Sign up and log in to your account. Sign in to the editor with your credentials or click on Create free account to test the tool’s functionality.
Add the 2016 Form 8854. Initial and Annual Expatriation Statement for editing. Click on the New Document button above, then drag and drop the document to the upload area, import it from the cloud, or via a link.
Alter your template. Make any changes required: add text and images to your 2016 Form 8854. Initial and Annual Expatriation Statement, highlight important details, erase parts of content and substitute them with new ones, and add icons, checkmarks, and fields for filling out.
Finish redacting the form. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super easy to use and efficient. Try it now!

See more 2016 Form 8854. Initial and Annual Expatriation Statement versions

We've got more versions of the 2016 Form 8854. Initial and Annual Expatriation Statement form. Select the right 2016 Form 8854. Initial and Annual Expatriation Statement 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 happens if you dont report foreign income?

An International Information Reporting Penalty may apply if you have financial activity from foreign sources and you dont follow tax laws, rules, and regulations. We mail you a notice if you owe a penalty and charge monthly interest until you pay the amount in full.

Do I have to file form 8854 annually?

For each year that you are not required to file Form 1040-NR (or Form 1040 or 1040-SR), send your Form 8854 to the address under Where To File, later, by the date your Form 1040-NR (or Form 1040 or 1040-SR) would have been due (including extensions) if you had been required to file a Form 1040-NR (or Form 1040 or 1040-

How to avoid expatriation tax?

Making a Gift to an Irrevocable Trust Alternatively, long-term permanent residents (green card holders) or US citizens may be able to lower their assessable net worth and avoid the covered expatriate status altogether by making a gift to an irrevocable trust (a so-called pre-expatriation trust).

What is the 8 year exit tax rule?

Green Card holders who have lived lawfully in the US for eight years in the last fifteen years may be subject to the exit tax regardless of their income, net worth, or filing compliance.

Can you file form 8854 online?

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.

What is the initial and annual expatriation information statement?

Form 8854, Initial and Annual Expatriation Information Statement, is used by expatriates to docHub compliance with tax obligations for the five years preceding expatriation and to comply with their initial and annual information reporting obligations under section 6039G.

Does the IRS go after expats?

If you are a U.S. citizen or resident living or traveling outside the United States, you generally are required to file income tax returns, estate tax returns, and gift tax returns and pay estimated tax in the same way as those residing in the United States.

What happens if you dont pay expatriation tax?

Form 8854 must also be filed to comply with the annual information reporting requirements of IRC 6039G, if the person is subject to the alternative expatriation tax under IRC 877 or IRC 877A. A $10,000 penalty may be imposed for failure to file Form 8854 when required.

2016 Form 8854. Initial and Annual Expatriation Statement-2025

Here's how it works

The best way to edit 2016 Form 8854. Initial and Annual Expatriation Statement online

See more 2016 Form 8854. Initial and Annual Expatriation Statement versions

Complete this form in 5 minutes or less

Got questions?

What happens if you dont report foreign income?

Do I have to file form 8854 annually?

How to avoid expatriation tax?

What is the 8 year exit tax rule?

Can you file form 8854 online?

People also ask

What is the initial and annual expatriation information statement?

Does the IRS go after expats?

What happens if you dont pay expatriation tax?

Related links

Try more PDF tools

2016 Form 8854. Initial and Annual Expatriation Statement-2025

Here's how it works

The best way to edit 2016 Form 8854. Initial and Annual Expatriation Statement online

See more 2016 Form 8854. Initial and Annual Expatriation Statement versions

Complete this form in 5 minutes or less

Got questions?

What happens if you dont report foreign income?

Do I have to file form 8854 annually?

How to avoid expatriation tax?

What is the 8 year exit tax rule?

Can you file form 8854 online?

Related Searches

People also ask

What is the initial and annual expatriation information statement?

Does the IRS go after expats?

What happens if you dont pay expatriation tax?

Related links

Try more PDF tools