FORMS

 

Form 8621 for Shareholders of Passive Foreign Investment Companies

Form 8621 for Shareholders of Passive Foreign Investment Companies

 

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Form 8938: Statement of Specified Foreign Financial Assets

One of the most difficult parts of living and working abroad as a U.S. citizen is the countless forms that must be filed around tax season each year.

 

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Form 8865: Information Return for Owners of Certain Foreign Partnerships

Every year, U.S. citizens who live or do work abroad have a number of forms they must file for compliance with the U.S. tax code.

 

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Form 8858: Information Return for Owners of Foreign Disregarded Entities & Foreign Branches

In order to comply with the United States tax code, each year U.S. taxpayers who live or work abroad are asked to file a number of form

 

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Form 5471: Reporting Foreign Corporations & Related Income

Tax season is coming to a close and if you share ownership in a foreign corporation, you’re probably starting to look through Form 5471.

 

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Form 3520: Reporting Foreign Trusts, Inheritances & Gifts

As we near the end of tax season, it is beneficial to take a quick internal audit of your assets and forms filled to ensure you’ve completed your filings

 

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Tax Form 1040: U.S. Individual Income Tax Return

Form 1040 is used by U.S. taxpayers to file an annual income tax return.

 

 

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Tax Form 1120: U.S. Corporation Income Tax Return

Domestic corporations utilize this form to report income, gains, losses, deductions, and credits.

 

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Tax Form 1120-S: U.S. Income Tax Return for an S Corporation

Form 1120-S is used to report the income, gains, losses, deductions, credits, etc., of a domestic corporation or other entity for any tax year covered by an election to be an S corporation.

 

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Tax Form 1065: U.S. Return of Partnership Income

Partnerships file an information return to report their income, gains, losses, deductions, credits, etc. A partnership does not pay tax on its income but “passes through” any profits or losses to its partners.
Partners must include partnership items on their tax or information returns.

 

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Tax Form 1041: U.S. Income Tax Return for Estates and Trusts

The fiduciary of a domestic decedent’s estate, trust, or bankruptcy estate files Form 1041 to report:

The income, deductions, gains, losses, etc. of the estate or trust.
The income that is either accumulated or held for future distribution or distributed currently to the beneficiaries.
Any income tax liability of the estate or trust.
Employment taxes on wages paid to household employees.

● Any income tax liability of the estate or trust.
● Employment taxes on wages paid to household employees.

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Tax Form 3250-A: Annual Information Return of Foreign Trust With a U.S. Owner

A foreign trust with at least one U.S. owner files Form 3250-A annually to provide information about:
The trust;
Its U.S. beneficiaries; 
Any U.S. person who is treated as an owner of any portion of the foreign trust.

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