Get Form 8840 - Internal Revenue Service - Irs

Filling out Form 8840 is essential for individuals claiming the closer connection exception to the substantial presence test. This guide provides clear instructions to help users navigate each section of the form efficiently.

Follow the steps to complete Form 8840 online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Fill in your first name and initial as well as your last name in the designated fields at the top of the form.
3. Provide your address in the country of residence and, if applicable, your address in the United States.
4. Indicate your U.S. taxpayer identification number, if any, in the appropriate field.
5. Input the type of U.S. visa you hold and the date you entered the United States.
6. List the countries of citizenship and those that issued your passport, along with your passport number(s).
7. Complete the section regarding the number of days you were present in the United States during the relevant years.
8. Respond to the question regarding any applications for lawful permanent resident status in the United States.
9. In Part II, specify the foreign country to which you had a closer connection than the United States during the year.
10. Move to Part IV and list the significant contacts you maintained with the foreign country, including your family location and where your bank was located.
11. Finally, review your responses for accuracy before signing and dating the form.
12. Once you are satisfied with the completed form, save changes, download, print, or share the form as needed.

Complete Form 8840 online to ensure timely and accurate submission.