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United States forms

Form detail

IRS Form 8865

Return of U.S. Persons With Respect to Certain Foreign Partnerships

Country

United States

Revision year

2024

Methods

paper, efile

Updated

2026-05-20

Return of U.S. Persons With Respect to Certain Foreign Partnerships

Information return for U.S. persons with interests in or contributions to certain foreign partnerships.

Who must file: U.S. persons meeting one of four categories of filer with respect to a foreign partnership.

Practical overview

Form 8865 is the partnership analog to Form 5471 and similarly varies by category. Category 1 (controlling 50 percent or more) and Category 2 (10 percent or more in a controlled partnership) carry the most extensive reporting. Contribution-related filings under Category 3 are easy to overlook when U.S. partners contribute property to a foreign partnership.

Practical steps

  • Determine which category applies to each U.S. person's interest in the foreign partnership.
  • Prepare the required schedules for the applicable category.
  • Attach Form 8865 to the U.S. person's annual return.
  • Coordinate with related Form 8938 obligations.

Due-date notes

Attached to the U.S. person's annual income tax return.

Timing: return-due-date

Extension reference: Form 7004 or Form 4868

Penalty snapshot

$10,000 per form per year for failure to file, with continued-failure penalties.

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Important disclaimer

This library is for general tax education only. Always verify filing obligations, due dates, and tax consequences against the cited primary source or with a qualified tax professional.