International & Foreign Tax Forms

Access International & Foreign Tax Forms to help report foreign income, international financial accounts, overseas assets, and other tax information.

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Form 1116: Foreign Tax Credit

Form 1116 is used by eligible taxpayers to calculate the foreign tax credit for certain income taxes paid or accrued to a foreign country or U.S. possession.

It helps determine the amount of foreign taxes that may be claimed as a credit against U.S. federal income tax.

Form 2555: Foreign Earned Income

Form 2555 is used by qualifying U.S. citizens and resident aliens living or working abroad to claim the foreign earned income exclusion.

It helps taxpayers calculate the amount of eligible foreign earned income and certain housing amounts that may be excluded from U.S. taxable income.

Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Form 3520 is used by U.S. persons to report certain transactions with foreign trusts and certain large foreign gifts or bequests.

It provides the IRS with information about reportable foreign trust activity and specified foreign gifts or inheritances.

Form 3520-A: Annual Information Return of Foreign Trust With a U.S. Owner

Form 3520-A is an annual information return used by certain foreign trusts with U.S. owners.

It provides information about the foreign trust’s income, assets, distributions, and U.S. owners or beneficiaries.

Form 5471: Information Return of U.S. Persons With Respect to Certain Foreign Corporations

Form 5471 is an information return used by certain U.S. persons who have specified ownership or other relationships with foreign corporations.

It reports information about the foreign corporation’s ownership, income, assets, and other financial activity to the IRS.

Form 5472: Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Form 5472 is used by certain 25% foreign-owned U.S. corporations and foreign corporations engaged in a U.S. trade or business.

It reports certain related-party transactions between the corporation and foreign or domestic related parties.

Form 8621: Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

Form 8621 is used by certain U.S. persons who own an interest in a passive foreign investment company (PFIC).

It reports PFIC ownership and certain income, distributions, elections, and transactions involving the foreign investment.

Form 8858: Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches

Form 8858 is used by certain U.S. persons to report information about foreign disregarded entities and foreign branches.

It provides the IRS with financial and ownership information about qualifying foreign business activities.

Form 8865: Return of U.S. Persons With Respect to Certain Foreign Partnerships

Form 8865 is an information return used by certain U.S. persons with specified interests or transactions involving foreign partnerships.

It reports ownership, income, deductions, assets, and other information related to the foreign partnership.

Form 8938: Statement of Specified Foreign Financial Assets

Form 8938 is used by certain U.S. taxpayers to report specified foreign financial assets when applicable reporting thresholds are met.

It provides the IRS with information about qualifying foreign financial accounts, investments, and other specified foreign assets.

Form W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

Form W-8BEN is used by foreign individuals to certify their foreign status and beneficial ownership for U.S. tax withholding purposes.

It may allow an eligible foreign individual to claim a reduced rate or exemption from U.S. withholding under an applicable tax treaty.

Form 114: Report of Foreign Bank and Financial Accounts (FBAR)

Form 114, commonly known as the FBAR, is used by certain U.S. persons to report foreign financial accounts to the Financial Crimes Enforcement Network (FinCEN).

It reports qualifying foreign bank and financial accounts when the aggregate value exceeds the applicable reporting threshold during the calendar year.