Get Irs 8898 2022-2025

Filling out IRS Form 8898 is an important step for individuals who begin or end bona fide residence in a U.S. possession. This guide provides clear, step-by-step instructions for completing the form online and ensuring your information is accurate.

Follow the steps to complete the IRS 8898 online effectively.

1. Click ‘Get Form’ button to access the IRS 8898 form and open it in your preferred editing tool.
2. Enter your social security number in the designated field at the top of the form. This is crucial for identification purposes.
3. Fill in your name. If you are married, ensure to file a separate form for each spouse who needs to submit Form 8898.
4. Provide your address before your change in bona fide residence status. This information is necessary for the IRS records.
5. In Part I, check either box 'a' or 'b' to indicate whether you became or ceased to be a bona fide resident of a U.S. possession during the specified tax year.
6. Specify which U.S. possession you are reporting for, such as American Samoa, Guam, or Puerto Rico.
7. Indicate if you are a U.S. citizen or resident alien by marking 'Yes' or 'No'.
8. Enter your worldwide gross income for the tax year mentioned.
9. Provide your average worldwide gross income for the three-year period preceding the tax year entered.
10. If applicable, complete the fields in Part II regarding your presence in the United States or possession—is crucial for your declaration.
11. Complete lines that ask for days present in the United States and the possession during the tax year.
12. If you had a significant connection to the U.S., indicate that appropriately in the given section.
13. Proceed to fill out details regarding your personal connections, banking, and where you derived most of your income.
14. Review the questions in Part IV regarding business activities and transactions within the possession, marking 'Yes' or 'No' as necessary.
15. Before submitting, ensure all responses are accurate, then sign and date the form.
16. Finally, save the changes made, and you can download, print, or share your completed Form 8898 as needed.

Complete your IRS 8898 online today to ensure your residency status is accurately reported.