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I think you forgot that the expatriation date based on Form I-407 is 2010.
The Who Must File you quoted states: ... and terminated your residency in 2023
For that reason I think the 8854 (2023) cannot be used.
If as person expatriated between 2004 and 2008 and files 8854 in 2023, that person has to use 8854 (2018).
But 8854 (2018) cannot be used for people who expatriated in 2010. Because there is no section to report 5-year income period and net worth for 2010 expatriates.
I know in which sections 5-year income period and net worth has to be entered. The question is only which year Form 8853 needs to be used if the person expatriated in 2010. I am not convinced that it is 8854 (2023).
‎July 31, 2024
12:36 PM