What forms do I need to file as a U.S. expatriate?

As a U.S. expat, you may need to file several forms depending on your tax situation:

Form 1040: This is the standard U.S. individual income tax return that all U.S. citizens must file, regardless of where they live.

FBAR (FinCEN Form 114): If the combined balance of all your foreign accounts exceeds $10,000 at any point during the year, you must file a Foreign Bank Account Report (FBAR).

FATCA Form 8938: If the combined value of all your foreign assets is more than $300,000 ($600,000 for joint returns) at any time during the year or at least $200,000 ($400,000 or joint returns) on the last day of the year, then you have to file the FATCA Form 8938.

Form 2555: This is the Foreign Earned Income Exclusion form. If you qualify, you can exclude a certain amount of your foreign earned income from U.S. tax.

Form 1116: This is the Foreign Tax Credit form. If you paid or accrued foreign taxes to a foreign country on income that is also subject to U.S. tax, you may be able to take a credit for those taxes.

Form 5471: This form is for U.S. citizens who are officers, directors, or shareholders in certain foreign corporations.

Form 8621: This form is for U.S. shareholders of a passive foreign investment company, including owners of foreign mutual funds.

Form 3520: This form is for reporting certain transactions with foreign trusts, ownership of foreign trusts, or large gifts from certain foreign persons.

Form 3520A: This form is required for any foreign trusts with a US owner. 

More expat tax form guides here: Common Expat Tax Forms: US Expat Taxes Explained



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