FATCA Related Forms


The following FATCA Forms and Instructions are available:


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

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

  • Form 5471PDF, Information Return of U.S. Persons With Respect To Certain Foreign Corporations

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

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

  • Form 8938, Statement of Specified Foreign Financial Assets

Financial Institutions


  • Form 8957, Foreign Account Tax Compliance Act (FATCA) Registration



Withholding Agents

  • Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

  • Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding

  • Form 1042-T, Annual Summary and Transmittal of Forms 1042-S

  • Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities

  • Publication 1187PDF, Specifications for Electronic Filing of Form 1042-S,  Foreign Person’s U.S. Source Income Subject to Withholding

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