Update on FATCA-related IRS forms

Written by Olivier Hermand 12 March 2014


Please find below the status of FATCA-related forms and instructions. Links are included when available.

The list will be updated and recirculated as additional forms are released by the IRS.

Form w/ link Title Status
2014 Form 1042
Instructions
Annual Withholding Tax Return for U.S. Source income of Foreign
Persons
Final
2014-03-04
2014 Form 1042-S
Instructions
Foreign Person’s U.S. Source Income Subject to Withholding Draft
2014-03-04
2014 Form 8966
Instructions
Foreign Asset Tax Compliance Act (FATCA) Report Draft
2014-03-04
Form 8957
Instructions
Foreign Account Tax Compliance Act (FATCA) Registration Final
2013-08-18
Form W-8BEN
Instructions
Certificate of Foreign Status of Beneficial Owner for United States Tax
Withholding and Reporting (Individuals)
Final
2014-03-03
Form W-8BEN-E
Instructions
Certificate of Status of Beneficial Owner for United States Tax
Withholding and Reporting (Entities)
Draft
2013-05-27
Form W-8ECI
Instructions
Certificate of Foreign Person’s Claim That Income Is Effectively
Connected With the Conduct of a Trade or Business in the United States
Final
2014-03-04
Form W-8EXP
Instructions
Certificate of Foreign Government of Other Foreign Organization for
United States Tax Withholding
Draft
2013-05-23
W-8IMY
Instructions
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or
Certain U.S. Branches for United States Tax Withholding
Draft
2013-08-26
Form W-9
Instructions
Request for Taxpayer Identification Number and Certification Final
2014-01-24
Form W-9 (SP)
Instructions
Solicitud y Certificacion del Numero de Identificacion del
Contribuyente
Final
2013-09-30