Get 8840 Instructions

Filling out Form 8840 is crucial for claiming the closer connection exception for individuals who may qualify as nonresidents. This guide provides clear, step-by-step instructions to help users complete the form efficiently and accurately.

Follow the steps to fill out Form 8840 online.

1. Click ‘Get Form’ button to obtain the 8840 form and open it in the online editing tool.
2. Begin by entering your first name and last name in the designated fields.
3. Input your mailing address in the United States, but only if you are submitting this form independently and not with your U.S. tax return.
4. Indicate your U.S. taxpayer identification number, if applicable, along with your address in your country of residence.
5. Fill out Part I by entering details about your U.S. visa type and the date you entered the United States.
6. Respond to questions regarding your citizenship, passport information, and the number of days you were present in the U.S. during the specified years.
7. Complete Part II by identifying your tax home location and the foreign country to which you had a closer connection during the specified year.
8. If applicable, fill out Part III regarding connections to two foreign countries, providing necessary details about your tax homes.
9. In Part IV, answer questions about significant contacts with your foreign country, such as where your family and personal belongings are located.
10. Review all provided information for accuracy before signing and dating the form at the designated area.
11. Once the form is complete, you can save your changes, download, print, or share the fully completed Form 8840.

Complete your Form 8840 online today to ensure you claim your closer connection exception accurately.