Foreign Entities Tax Exposure: Key Deadlines

May 2, 2025

March 15

📌 Form 5471: Due with partnership tax returns (Form 1065). Extensions are your friend if needed!

📌 Form 8865: Required with partnership returns. Don’t let this one slip by!

April 15

📝 Forms 5471, 8865, 8858: File these with your individual (Form 1040) or corporate (Form 1120) tax returns. Extensions available for procrastinators!

📝 Form 8938: Report your foreign financial assets on this form, filed with Form 1040.

📝 FBAR: Time to report those foreign bank accounts to FinCEN.

June 15

⚠️ FBAR Extended Deadline: For filers who missed the April 15 cutoff.

⚠️ Nonresident Final Filing: Nonresident individuals must file U.S. tax returns (Form 1040-NR) unless they filed for an extension.

October 15

Extended Deadline: Final chance to file Forms 5471, 8938, 8865, and 8858. Don’t delay!

December 31

🔄 Year-End Checkup: Review intercompany transactions to ensure transfer pricing compliance.

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Subject: Time to Get Ready for Tax Season!

Subject: Time to Get Ready for Tax Season!

Hi, Tax season is here—let’s make it simple! At Vivaldi Tax, I’m here to help you prepare, stay compliant, and reduce stress. Here’s how we can get started: Schedule a Call: Let’s review your tax situation and any updates from this year. Organize Your Docs: Gather...

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