Resources
IRS tax forms and instructions most relevant to U.S. taxpayers/expats:
IRS Form 1040 – U.S. Individual
Form: http://www.irs.gov/pub/irs-pdf/f1040.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i1040.pdf
IRS Schedule A- Itemized Deductions
IRS Schedule B- Interest and Ordinary Dividends
IRS Schedule C – Profit and Loss from Business (Sole Proprietorship/ Single Member LLC)
IRS Schedule D – Capital Gains and Losses
IRS Schedule E – Supplemental Income and Loss
IRS Schedule SE – Self Employment Tax
IRS Schedule EIC – Earned Income Credit (not available for overseas taxpayers who reside outside the country for more than 6 months during the calendar year)
IRS Form 2441 – Child and Dependent Care Expenses
Form: http://www.irs.gov/pub/irs-pdf/f2441.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i2441.pdf
IRS Form 8821- Additional Child Tax Credit
IRS Form 8863 – Education Credits
Form: http://www.irs.gov/pub/irs-pdf/f8863.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i8863.pdf
IRS Form 1116 – Foreign Tax Credit (Individual, Estate, and Trust)
Form: http://www.irs.gov/pub/irs-pdf/f1116.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i1116.pdf
IRS Form 2555 – Foreign Earned Income Exclusion
Form: http://www.irs.gov/pub/irs-pdf/f2555.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i2555.pdf
IRS Form 3520- Annual Return to Report Transactions with Foreign Trusts
Form: http://www.irs.gov/pub/irs-pdf/f3520.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i3520.pdf
IRS Form 3520- Annual Return of A Foreign Trust with a U.S. Owner
IRS Form 5471 – Information Return of U.S. persons with Respect to Foreign Entities
Form: http://www.irs.gov/pub/irs-pdf/f5471.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i5471.pdf
IRS Form 5472 – Information Return of a 25% Foreign Owned U.S. Corporation
Form: http://www.irs.gov/pub/irs-pdf/f5472.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i5472.pdf
IRS Form 8858 – Information Return of U.S. Persons with Respect to Foreign Disregarded Entities
Form: http://www.irs.gov/pub/irs-pdf/f8858.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i8858.pdf
IRS Form 8865- Information Return of U.S. Persons with Respect to Certain Foreign Partnerships
Form: http://www.irs.gov/pub/irs-pdf/f8865.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i8865.pdf
IRS Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company
IRS Form 926- Return by a U.S. Transferor of Property to a Foreign Corporation
Form: http://www.irs.gov/pub/irs-pdf/f926.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i926.pdf
Form 8833 – Treaty – Based Return Position Disclosure
Form 8854 – Initial and Annual Expatriation Statement
Form: http://www.irs.gov/pub/irs-pdf/f8854.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i8854.pdf
Form 8891 – U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans
Form 8938 – Statement of Specified Foreign Financial Assets
Form: http://www.irs.gov/pub/irs-pdf/f8938.pdf
Instructions: http://www.irs.gov/pub/irs-pdf/i8938.pdf
Form TDF 90-22.1 – Report of Foreign Bank and Financial Accounts (Must be E-Filed Now)
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