Us 8840 2018

What is the US 8840?

The US 8840, also known as the Form 8840, is a tax form used by individuals to claim the Closer Connection Exception to the substantial presence test. This form is particularly relevant for non-resident aliens who have significant ties to the United States but do not meet the criteria to be considered residents for tax purposes. By filing this form, individuals can avoid being taxed on their worldwide income while still being compliant with US tax laws.

How to obtain the US 8840

To obtain the US 8840 form, individuals can visit the official IRS website, where the form is available for download in PDF format. It is essential to ensure that you are using the correct version for the applicable tax year, such as the formulaire 8840 en francais 2019. Additionally, the form can also be requested by mail from the IRS if preferred. Make sure to have all necessary personal information and documentation ready when obtaining the form.

Steps to complete the US 8840

Completing the US 8840 involves several key steps:

• Begin by entering your personal information, including your name, address, and taxpayer identification number.
• Indicate your residency status and the countries where you have tax obligations.
• Provide details about your connections to the United States, such as the length of stay and ties to family or property.
• Carefully review the form for accuracy and completeness before signing and dating it.

It is crucial to ensure that all information is accurate to avoid any potential issues with the IRS.

Key elements of the US 8840

The US 8840 form includes several key elements that must be addressed:

• Personal Information: This section requires your name, address, and taxpayer identification number.
• Residency Information: You must indicate your residency status and any other countries where you may have tax obligations.
• Closer Connection Statement: This section allows you to explain your closer connection to a foreign country compared to the United States.
• Signature: The form must be signed and dated to be considered valid.

Filing Deadlines / Important Dates

Filing deadlines for the US 8840 are crucial to avoid penalties. Generally, the form must be filed by the due date of your tax return, which is typically April 15 for most individuals. If you are unable to meet this deadline, you may be eligible for an extension. However, it is important to check specific dates for the tax year you are filing, as they can vary.

Form Submission Methods (Online / Mail / In-Person)

The US 8840 can be submitted through various methods:

• By Mail: The completed form can be mailed to the appropriate IRS address based on your location.
• Online: While the IRS does not allow electronic filing of this form directly, you can prepare it using tax software and then print it for submission.
• In-Person: You may also deliver the form in person to your local IRS office, although this method is less common.