Final Tax Return together with 8854
Final Expatriation Filing
$700
- Dual-status statement (Form 1040) This reports your income and deductions for the part of the year when you were still a U.S. citizen or resident.
- Form 1040NR Your final dual status tax return for the year you expatriate.
- Form 8854 Notifies the IRS of your expatriation and certifies your tax compliance for the previous five years.
- Allocation of income, deductions, and credits between your U.S. resident and nonresident periods
- Application of applicable tax treaties, exclusions, and credits
- Covered expatriate status review and guidance
Who is this for?
For U.S. citizens and long-term Green Card holders ending their U.S. tax obligations
This service is for Americans who are formally giving up their U.S. citizenship and need to file their final tax return with the IRS. It also applies to long-term Green Card holders (those who held one for at least 8 of the last 15 years) who are ending their U.S. residency for tax purposes.
You need this service if:
- You’ve renounced your U.S. citizenship
- You’re planning to renounce and want to make sure you’re compliant
- You’re a long-term Green Card holder giving up your residency
This is the last step to fully exit the U.S. tax system. We’ll guide you through it and make sure it’s done right.
Why 1040 Abroad?
Trust the experts
Transparent flat rates
You know exactly what you pay for before we get started. There are no hidden fees or any other surprises on the final bill
20+ years of shared experience
Our experience allows us to handle even the most complex tax situations with accurate and reliable solutions
Security and data encryption
Privacy is the key for us. We use the highest level of encryption that’s on the level as big financial institutions.
Up to date knowledge
In order to give you the best care we can. Our experts complete continuing education every year to stay up to date.
Frequently asked questions
Can I file the final return electronically?
No, the final return with Form 8854 must be mailed to the IRS. The IRS does not currently support electronic filing for dual-status returns or Form 8854.
When should I file my final return?
You should file during the regular tax season for the year in which you expatriated. For most people abroad, this means by June 15 of the following year. Extensions may be available.
Will I get a confirmation from the IRS after filing?
No official confirmation is sent. We recommend sending the return via a trackable mail service and keeping a copy of the return and mailing receipt for your records.
What if I’m behind on previous years’ tax filings?
You’ll need to catch up before filing your final return. We offer a Renunciation Package specifically designed to bring you into compliance so you can renounce your U.S. citizenship confidently and correctly. Let us know, and we’ll guide you through the entire process.
