IRS Form 8966

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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What is a 8966 used for?

Form 8966 is used by certain foreign financial institutions to report information about U.S. financial accounts and substantial U.S. owners of passive non-financial foreign entities. This form is part of the compliance requirements under the Foreign Account Tax Compliance Act (FATCA), which aims to prevent tax evasion by ensuring that foreign financial institutions disclose U.S. account holders.

Who needs to fill out a 8966 form

Foreign financial institutions (FFIs), sponsoring entities, and Direct Reporting Non-Financial Foreign Entities (NFFEs) with U.S. accounts or substantial U.S. owners are required to complete this form.

How to fill out a 8966 online?

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Access the pre-loaded Form 8966 in the PDF editor.
Step 2
Step 2
Fill in Part I with the filer's identification details.
Step 3
Step 3
Complete Part II with information about the account holder or substantial U.S. owner.
Step 4
Step 4
Provide owner information in Part III, if applicable.
Step 5
Step 5
Enter account balances and transaction details in Part IV.
Step 6
Step 6
Specify the reporting type in Part V, if necessary.
IRS Form 8966

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Frequently Asked Questions

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Form 8966 is the FATCA Report used by foreign financial institutions to disclose information about U.S. accounts and substantial U.S. owners of passive non-financial foreign entities.

Foreign financial institutions and certain non-financial foreign entities with U.S. accounts or substantial U.S. owners must file this form.

The form is generally due by March 31 of the year following the reporting year, with a possible extension to June 30.

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