Get 2016 Form 8840. Closer Connection Exception Statement For Aliens

Filling out the 2016 Form 8840, Closer Connection Exception Statement For Aliens, is crucial for individuals who wish to assert their closer connection to a foreign country than to the United States for tax purposes. This guide provides clear, step-by-step instructions to help you complete the form accurately.

Follow the steps to complete your 2016 Form 8840 online.

1. Click ‘Get Form’ button to obtain the form and open it in your browser.
2. Begin by filling in your first name, middle initial, and last name in the designated fields. If you are filing this form independently, provide your address in the country where you reside.
3. Indicate your U.S. taxpayer identification number, if you have one, and include your U.S. address.
4. In Part I, enter the specific details about your visa type and the date you entered the United States. Additionally, provide information about your citizenship and passport details.
5. Fill in the number of days you were physically present in the United States for the years 2014, 2015, and 2016. It's important to ensure accuracy for these entries.
6. Move to Part II and specify your tax home for the year 2016. Answer whether you had a closer connection to one foreign country than to the United States.
7. If applicable, complete Part III by detailing your tax home at the beginning of 2016 and any changes thereafter. Confirm if you had a closer connection than to the U.S.
8. Shifting to Part IV, provide insight into your significant contacts with foreign countries during 2016, such as where your permanent home was located, family presence, and where you conducted banking activities.
9. Review the sections concerning your driver's licenses, voting registration, and any international health plan you may have qualified for. Document any other relevant information about your foreign ties.
10. Once all fields are accurately filled, review your form carefully for any errors. You can now save changes, download the form, or print it for submission.

Start filling out your 2016 Form 8840 online today to ensure your tax compliance.