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How to prepare Form 8840
About Form 8840
Form 8840 is a tax form used by non-resident aliens who spend a considerable amount of time in the United States but do not intend to establish their residency in the country. This form, also called the Closer Connection Exception Statement for Aliens, determines whether a person is a resident or non-resident alien for tax purposes. Individuals who need to file Form 8840 are those who spent 31 or more days in the United States during the current year and a total of 183 days or more in the past three years, but their residency is not established in the United States. This form must be submitted to the Internal Revenue Service (IRS) by June 15th of each year to claim the closer connection exception, which allows them to avoid being considered a resident alien and paying taxes on their worldwide income.
What Is Form 8840?
8840 Form is used by non-residents of the United States in order to report the closer connection to a foreign country. It means, that an alien individual submits this document with the Internal Revenue Service to be considered as a non-resident of the U.S. by reason of exception. A person may be recognized as a resident of the USA if the next statements are true:
- they stay in the United States for a 31-day period;
- they were in the United States for 183-day term during the 2018-2024, 2018-2024, and 2018-2024, including all those of physical presence in 2018-2024, but only 1/3 the number of days of presence in 2018-2024 and only 1/6 the number of days in 2018-2024.
Otherwise, you may show that for the reporting dates you were connected to another land. For this purpose fill out Form 8840. In case, you submit 1040NR or 1040NR-EZ form, add 8840 sample to these documents as a mandatory accompaniment. Remember, that it’s necessary to mail the papers by the due date shown in your tax return instructions.
Now you can easily fill out an electronic template. Just find the needed blank and add required details. Specify the following:
- the reported term of time;
- personal information, including address in the state of residence and in the U.S.;
- details related to your tax home for the previous year, providing general data about your presence in the USA during the reported period.
Answer the questions regardless your significant connection with a foreign country or countries in 2018-2024.
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How to complete a get the Form 8840 2019-2024?
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