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How to fill out the 8840 online
Filling out the 8840 form, also known as the Closer Connection Exception Statement for Aliens, is essential for individuals claiming a closer connection to a foreign country for U.S. tax purposes. This guide outlines the process of completing the form online clearly and supportively.
Follow the steps to complete the 8840 form successfully.
- Press the ‘Get Form’ button to access the 8840 form online and open it in your preferred editing tool.
- Begin by filling in your last name, first name, and any initials on the form. Ensure clarity to avoid confusion in processing.
- Provide your address in your country of residence, along with your U.S. taxpayer identification number, if applicable. Make sure this information matches your official documents.
- Indicate your U.S. visa number, if you have one, and list the country or countries of which you were a citizen during the tax year.
- Report your passport number(s) and calculate the days present in the U.S. for the relevant past years as instructed. This will help in fulfilling the substantial presence test requirements.
- Answer the question regarding any applications for lawful permanent resident status. If applicable, check 'Yes' or 'No' as instructed.
- For Part II, confirm where your tax home was during the relevant year and provide the name of the foreign country with a closer connection.
- In Part III, outline your locations for tax homes and confirm if you had a closer connection to the countries listed compared to the U.S. Provide explanations where necessary.
- Complete Part IV by listing significant contacts with your foreign country, including locations of personal belongings, family, and banking activities.
- Finally, review all provided information for accuracy, apply your signature, and ensure that you are filing the form correctly. Save changes, and you can download, print, or share the completed form as needed.
Complete the 8840 form online today to ensure your tax status is accurately represented.
The filing deadline for form 8840 aligns with the tax filing deadline, usually April 15th for most individuals. If you are a non-resident, different deadlines may apply, so it’s crucial to check the IRS guidelines. Always aim to file your form 8840 on time to avoid potential fines or complications.
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