| Link to Form | Link to Instructions | General Description | Link to our YouTube Video |
|---|---|---|---|
| FinCEN Form 114 (FBAR) | Instructions | Report of Foreign Accounts | FinCEN Form 114 |
| FinCEN Form 114a (FinCEN) | (Includes instructions) | Authorization to Electronically File FBARs | |
| Form W-8BEN | Instructions | Certificate of Beneficial Owner | Form W-8BEN |
| Form W-8BEN-E | Instructions | Certificate of Beneficial Owner (Entities) | |
| Form W-8CE | (Includes instructions) | Notice of Expatriation and Waiver of Treaty Benefits | |
| Form W-8ECI | Instructions | Certificate of Effectively Connected Income | |
| Form W-8IMY | Instructions | Certificate of Foreign Intermediary | |
| From SS-4 | Instructions | Application for EIN | |
| Form 673 | (Includes instructions) | Statement for Claiming Exemption from Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911 | |
| Form 706-NA | Instructions | Estate Tax Return for Non-U.S. Persons | |
| Form 706-QDT | Instructions | U.S. Tax Return for Qualified Domestic Trusts | |
| Form 926 | Instructions | Transfers of Property to Foreign Corporations | Form 926 |
| Form 965 | Instructions | Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System | |
| Form 1040-C | Instructions | U.S. Departing Alien Tax Return | |
| Form 1040NR | Instructions | Nonresident Alien Income Tax Return | |
| Form 1042 | Instructions | Report of U.S. Source Payments to Foreign Persons | |
| Form 1042-S | Instructions | Foreign Person's U.S. Source Income Subject to Withholding | |
| Form 1116 | Instructions | Foreign Tax Credit - Individuals | |
| Form 1118 | Instructions | Foreign Tax Credit - Corporations | |
| Form 1118 – Schedule I | (Includes instructions) | FTC - Reduction of Foreign Oil and Gas Taxes | |
| Form 1118 – Schedule J | Instructions | FTC – Sep. Limitation Income | |
| Form 1118 – Schedule K | Instructions | FTC – Reconciliation Schedule | |
| Form 1120-IC-DISC | Instructions | IC-DISC Tax Return | |
| Form 1120-F | Instructions | Income Tax Return of Foreign Corporation | |
| Form 1120 – Schedule N | (Includes instructions) | Foreign Operations of U.S. Corporations | |
| Form 2063 | Instructions | Sailing Permit | |
| Form 2350 | (Includes instructions) | Additional Extension for U.S. Persons Abroad | |
| Form 2555 | Instructions | Foreign Earned Income | Form 2555 |
| Form 3520 | Instructions | Foreign Trusts & Gifts | |
| Form 3520-A | Instructions | Foreign Trust with U.S. Owner | |
| Form 4563 | (Includes instructions) | American Samoa Income Exclusion | |
| Form 4876-A | (Includes instructions) | IC-DISC Election | |
| Form 5074 | (Includes instructions) | Guam or CNMI Income | |
| Form 5471 | Instructions | Foreign Corporations Acquired & Owned by U.S. Persons | Page 1
Pages 2-4 Attribution from NRA Spouses |
| Form 5471 - Schedule J | Instructions | Accumulated Earnings & Profits | Sched. J |
| Form 5471 - Schedule M | Instructions | Related Party Transactions | Sched. M |
| Form 5471 - Schedule O | Instructions | Stock Transactions | Sched. O |
| Form 5472 | Instructions | 25% Foreign-Owned U.S. Corp | Form 5472 |
| Form 8233 | Instructions | Exemption from Withholding for Services of NRA | |
| Form 8288 | Instructions | Withholding for Dispositions of USRPIs | |
| Form 8288-B | (Includes instructions) | Withholding Certificate Application - USRPIs | |
| Form 8316 | (Includes instructions) | Refund of Social Security Tax on Wages of NRAs With F, J, and M Visas | |
| Form 8621 | Instructions | Passive Foreign Investment Companies (“PFICs”) | |
| Form 8689 | (Includes instructions) | U.S. Virgin Islands Income | |
| Form 8802 | Instructions | U.S. Residency Certification | |
| Form 8804 | Instructions | Partnership Withholding §1446 | |
| Form 8805 | Instructions | Foreign Partner’s §1446 Statement | |
| Form 8813 | Instructions | Withholding Payment Voucher §1446 | |
| Form 8832 | (Includes instructions) | Entity Classification Election (“check-the box” election) | |
| Form 8833 | (Includes instructions) | Treaty-Based Return Position | Form 8833 |
| Form 8840 | (Includes instructions) | Closer Connection Exception | |
| Form 8843 | (Includes instructions) | Exempt Individuals, Substantial Presence | |
| Form 8848 | (Includes instructions) | Consent to Extend Statute – Branch Profits Tax | |
| Form 8854 | Instructions | Expatriation Statement | |
| Form 8858 | Instructions | Foreign Disregarded Entities | |
| Form 8858 - Schedule M | Instructions | Related Party Transactions | |
| Form 8865 | Instructions | Foreign Partnerships | |
| Form 8865 - Schedule K-1 | Instructions | Partner's Share of Income | |
| Form 8865 - Schedule O | Instructions | Contribution to Foreign Partnership | |
| Form 8865 - Schedule P | Instructions | Changes of Interests | |
| Form 8891 (obsolete) | (Includes instructions) | Canadian RRSP/RRIF | |
| Form 8898 | Instructions | Residence in U.S. Possession | |
| Form 8938 | Instructions | Foreign Financial Assets | Form 8938 |
| Form 8975 | Instructions | Country by Country Report | |
| Form 8990 | Instructions | Limitation on Business Interest Expense Under Section 163(j) | |
| Form 8991 | Instructions | Tax on Base Erosion Payments of Taxpayers With Substantial Gross Receipts | |
| Form 8992 | Instructions | U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) | |
| Form 8993 | Instructions | Section 250 Deduction for Foreign Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI) |