I’m relinquishing my U.S. citizenship this year. How should I file?

If you’ve chosen to relinquish your U.S. citizenship, you will need to file two tax returns for the year you expatriated: a regular Form 1040 and a Form 1040NR for the time since your expatriation.

Please prepare two Tax Questionnaires

1.  Create a regular resident TQ for the year you expatriated i.e. 2017 (indicate that you are a U.S .citizen in the pop-up window). Then, enter your income information up until the date of expatriation.


2. Create a non-resident TQ for 2005 by selecting None of the above under the Citizenship 2005 is an arbitrary year as we only allow one TQ per year). Then, enter your income information from the date of expatriation to 12/31/17.


Pricing

1. Form 1040 Standard pricing + additional schedules as needed.

2. Form 1040NR

If you received income from U.S. sources after expatriation – Standard pricing + additional schedules as needed.

If you did not receive any income from U.S. sources after expatriation – Reduced prices: $100.

3. Form 8854 - Please note: we assist with 8854 only in conjunction with the tax return (not standalone)

  • If under $2mm net worth, $400.
  • If over $2mm, $200 per hour.
  • Please fill out form 8854 parts I, II and part III if applicable. Fill out as much as you can. You should not leave blanks - either enter information, or write N/A, or write?
  • Please upload it when you have completed this. http://www.irs.gov/pub/irs-pdf/f8854.pdf - we will then check it for completeness and accuracy.
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