Closer Connection Exception Statement for Aliens - 2004
Form 8840, the Closer Connection Exception Statement for Aliens, ensures nonresident status claims for tax purposes. Attach it to Form 1040NR or 1040NR-EZ. Complete this form to comply with IRS regulations if you meet the closer connection exception.
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How do I fill this out?
Understand the general information requirements. Fill out all parts of the form accurately. Sign and date the form before submitting.
How to fill out the Closer Connection Exception Statement for Aliens - 2004?
1
Enter your personal information at the top of the form.
2
Complete Part I on General Information.
3
Complete Part II for Closer Connection to One Foreign Country.
4
Complete Part III for Closer Connection to Two Foreign Countries.
5
Complete Part IV for Significant Contacts With Foreign Country or Countries.
Who needs the Closer Connection Exception Statement for Aliens - 2004?
1
Nonresident aliens who need to establish their nonresident status for tax purposes.
2
Aliens claiming a closer connection to a foreign country.
3
Individuals meeting the substantial presence test but wishing to be treated as nonresidents.
4
Aliens with a tax home in a foreign country.
5
Individuals required to file Form 1040NR or 1040NR-EZ and needing to provide additional information.
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What are the instructions for submitting this form?
Attach Form 8840 to your Form 1040NR or Form 1040NR-EZ and mail it to the IRS by the due date including extensions. If not filing a tax return, send the form to: Internal Revenue Service Center, Philadelphia, PA 19255. Ensure accurate information, proper signatures, and dates.
What are the important dates for this form in 2024 and 2025?
Form 8840 must be filed by the due date for your tax return, including extensions. For the year 2024, ensure submission by the typical tax return date which is April 15th, 2025.
What is the purpose of this form?
The purpose of Form 8840, Closer Connection Exception Statement for Aliens, is to help nonresident aliens establish their nonresident status for U.S. tax purposes. By demonstrating a closer connection to a foreign country, individuals can avoid being treated as U.S. residents under the substantial presence test. This form ensures compliance with IRS regulations and helps in correctly determining tax obligations.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Includes first name, last name, and U.S. taxpayer identification number.
- 2. Part I - General Information: Details about your U.S. visa, citizenship, passport, and days of presence in the United States.
- 3. Part II - Closer Connection to One Foreign Country: Information about your tax home and closer connection to a foreign country.
- 4. Part III - Closer Connection to Two Foreign Countries: Details about your tax home changes and connections to two foreign countries.
- 5. Part IV - Significant Contacts With Foreign Country or Countries in 2004: Questions about your permanent home, family, automobile, personal belongings, social, cultural, and banking activities.
- 6. Signature: Includes signature and date of the taxpayer filing the form.
What happens if I fail to submit this form?
If you fail to submit Form 8840 on time, you may be treated as a U.S. resident and be ineligible to claim the closer connection exception.
- Loss of Nonresident Status: Failing to file may result in being treated as a U.S. resident.
- Inability to Claim Closer Connection Exception: You may be ineligible to assert the closer connection exception without timely submission.
How do I know when to use this form?
- 1. Demonstrate Nonresident Status: Claim the closer connection exception if you meet the substantial presence test.
- 2. Tax Home in Foreign Country: Use the form if your tax home is in a foreign country.
- 3. Days of Presence: Track and report the number of days you were present in the U.S.
- 4. Closer Connection to Two Foreign Countries: If you have a closer connection to two foreign countries, use this form.
- 5. Reporting Significant Contacts: Report significant contacts with foreign countries as required by IRS regulations.
Frequently Asked Questions
What is Form 8840?
Form 8840 is the Closer Connection Exception Statement for Aliens used to claim nonresident status for tax purposes by establishing a closer connection to a foreign country.
Who needs to file Form 8840?
Nonresident aliens who wish to claim a closer connection to a foreign country and avoid being treated as U.S. residents for tax purposes must file Form 8840.
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Yes, you can easily sign Form 8840 on PrintFriendly by uploading the document and applying your electronic signature using our signing feature.
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After completing and signing Form 8840, use PrintFriendly's sharing feature to send the document via email or generate a shareable link.
What information do I need to complete Form 8840?
You will need personal information, details about your U.S. visa, days of presence in the U.S., tax home information, and details about significant contacts with foreign countries.
When is the deadline to file Form 8840?
Form 8840 must be filed by the due date for filing your tax return, including extensions.
What happens if I don't file Form 8840 on time?
If you do not timely file Form 8840, you may be treated as a U.S. resident and may not claim the closer connection exception.
Can I file Form 8840 electronically?
Yes, you can upload and fill out Form 8840 electronically using PrintFriendly's PDF editor and then download the completed form for submission.
Where do I send the completed Form 8840?
Mail the completed Form 8840 to the Internal Revenue Service Center, Philadelphia, PA 19255 by the due date for filing your tax return.
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