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Tax Forms

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

Form:  http://www.irs.gov/pub/irs-pdf/f1040sa.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i1040sca.pdf

IRS Schedule B- Interest and Ordinary Dividends

Form: http://www.irs.gov/pub/irs-pdf/f1040sb.pdf

IRS Schedule C – Profit and Loss from Business (Sole Proprietorship/ Single Member LLC)

Form: http://www.irs.gov/pub/irs-pdf/f1040sc.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i1040sc.pdf

IRS Schedule D – Capital Gains and Losses

Form:  http://www.irs.gov/pub/irs-pdf/f1040sd.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i1040sd.pdf

IRS Schedule E – Supplemental Income and Loss

Form: http://www.irs.gov/pub/irs-pdf/f1040se.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i1040se.pdf

IRS Schedule SE – Self Employment Tax

Form: http://www.irs.gov/pub/irs-pdf/f1040sse.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i1040sse.pdf

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)

Form: http://www.irs.gov/pub/irs-pdf/f1040sei.pdf

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

Form: http://www.irs.gov/pub/irs-pdf/f8821.pdf

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

Form: http://www.irs.gov/pub/irs-pdf/f3520a.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i3520a.pdf

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

Form: http://www.irs.gov/pub/irs-access/f8621_accessible.pdf

Instructions: http://www.irs.gov/pub/irs-pdf/i8621.pdf

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: http://www.irs.gov/pub/irs-pdf/f8833.pdf

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: http://www.irs.gov/pub/irs-pdf/f8891.pdf

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)

Form: http://www.fincen.gov/forms/files/f9022-1_fbar.pdf