Tax forms for foreign income, foreign bank accounts, foreign tax credits, and international tax compliance. Required for U.S. taxpayers with foreign financial interests.
Report of Foreign Bank and Financial Accounts
Required filing for U.S. persons with a financial interest in or signature authority over foreign financial accounts with an aggregate value exceeding $10,000 at any time during the year.
Learn moreStatement of Specified Foreign Financial Assets
Reports specified foreign financial assets if their total value exceeds certain thresholds, including foreign bank accounts, foreign stocks, and interests in foreign entities.
Learn moreForeign Tax Credit
Used to claim a credit for income taxes paid or accrued to a foreign country or U.S. possession, reducing the U.S. tax on foreign-source income.
Learn moreForeign Earned Income
Used to claim the foreign earned income exclusion and the foreign housing exclusion or deduction for U.S. citizens or resident aliens living and working abroad.
Learn moreTreaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Used to disclose a treaty-based return position when a taxpayer takes a position that a U.S. tax treaty overrides or modifies a provision of the Internal Revenue Code.
Learn moreInformation Return of U.S. Persons With Respect to Certain Foreign Corporations
Required information return for U.S. persons who are officers, directors, or shareholders of certain foreign corporations, reporting the corporation's income and financial statements.
Learn moreReturn of U.S. Persons With Respect to Certain Foreign Partnerships
Required information return for U.S. persons with interests in certain foreign partnerships, reporting the partnership's income, deductions, and financial activities.
Learn moreStatement for Exempt Individuals and Individuals With a Medical Condition
Filed by nonresident aliens who are exempt from the substantial presence test, including students, teachers, trainees, and those with a medical condition that prevented departure.
Learn moreCertificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
Used by foreign individuals to establish foreign status, claim tax treaty benefits, and reduce or eliminate U.S. withholding tax on U.S.-source income.
Learn moreCertificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
Used by foreign entities to establish foreign status, claim tax treaty benefits, and certify their FATCA status for U.S. tax withholding purposes.
Learn moreForeign Person's U.S. Source Income Subject to Withholding
Reports amounts paid to foreign persons subject to U.S. income tax withholding, including interest, dividends, rents, royalties, and compensation.
Learn moreAnnual Withholding Tax Return for U.S. Source Income of Foreign Persons
The annual return filed by withholding agents to report U.S. source income tax withheld on payments to foreign persons.
Learn moreInformation Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches
Required information return for U.S. persons who own foreign disregarded entities or operate foreign branches, reporting the entity's income and balance sheet.
Learn moreAnnual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Reports certain transactions with foreign trusts and the receipt of large gifts or bequests from foreign persons.
Learn moreAnnual Information Return of Foreign Trust With a U.S. Owner
Annual information return filed by a foreign trust that has at least one U.S. owner, reporting the trust's income, expenses, and distributions.
Learn moreCloser Connection Exception Statement for Aliens
Filed by aliens who meet the substantial presence test but have a closer connection to a foreign country and want to be treated as nonresidents for U.S. tax purposes.
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