COMMON CROSS-BORDER US INCOME TAX FORMS

 Form Number

 Tax Form Title
Where to get these forms All forms listed below can be downloaded at www.irs.gov
56 Notice Concerning Fiduciary Relationship
673 Expatriates use this Form to Reduce Withholding on their US W2
706 Estate Tax Return for US Expatriates and Residents
706-NA Estate Tax Return for Non Resident Decedents with Assets in the USA
709 United States Gift (and Generation Skipping Transfer) Tax Return
720 Quarterly Federal Excise Tax Return
926 Return by U.S. Transferor of Property to a Foreign Corporation
1040- Sched. B Part III Information Concerning Foreign Accounts or Trusts
1040 NR U.S. Nonresident Alien Income Tax Return
1116 Foreign Tax Credit - Individual, estate or trust
1118 Foreign Tax Credit - Corporations
1120-F U.S. Income Tax Return for a Foreign Corporation
2555 Individual Foreign Earned Income Exclusion
3520 Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
3520-A Annual Information Return of a Foreign Trust with a U.S. Owner
5471 Return of U.S. Persons with Respect to Certain Foreign Corporations
5472 Information Return of Foreign-Owned U.S. or Foreign Corporation Engaged in a U.S. Trade or Business
8621 Return by U.S. Shareholder of  Passive Foreign Investment Company or a Qualified Electing Fund
1040X Amend prior years returns to include foreign forms previously omitted
8804-8805 Annual Return for Partnership Withholding Tax (Section 1446) and Foreign Partner's Information Statement of Section 1446 Withholding tax.
8832 Entity Classification Election
8833 Treaty Based Return Position Disclosure Under Section 6114 or 7701(b)
8843 Statement for Exempt Individuals (exempts international students from being treated as residents for tax purposes). All international students nonresident for tax purposes MUST file Form 8843!
8854 Expatriation Information Return for those giving up US Citizenship or surrendering their Permanent Residency.
8858 Information Return for U.S. Person with respect to Disregarded Entities
8865 Return of U..S. Persons with Respect to Certain Foreign Partnerships
8873 Extraterritorial Income Exclusion
8938 Required if you have over $50,000 in foreign financial assets and that includes foreign stocks, bank accounts, contracts, etc.
FBAR Form 114 Report of Foreign Bank and Financial Accounts

 
DOWNLOAD FORMS AND INSTRUCTIONS These forms can be downloaded at CURRENT IRS FORMS FOR DOWNLOAD

Kauffman Nelson LLP CPAS and  Don Nelson's Law Firm are experts at preparing international, expatriate and nonresident U.S. income tax and international  tax information returns.  Let us help you prepare your return.  Many of the returns listed above if not filed can result in substantial penalties including criminal prosecution.  Email or call us for immediate assistance. We can prepare these forms for you  even when your existing tax accountant or preparer does not know how for inclusion in your existing return as prepared by your regular tax preparer.

  

 

 

Don D. Nelson,  US  INTERNATIONAL & EXPATRIATE TAX Attorney
Partner in Kauffman Nelson LLP CPAS
All returns prepared by Kauffman Nelson LLP, CPAs
US Phone (949) 480-1235    US Fax: (949) 606-9627
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Email inquiries & questions ddnelson@gmail.com  or use our email inquiry form
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Our US Phone Number Abroad: 949-860-9606
               

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