About Form 8898, Statement for Individuals Who Begin or End Bona Fide ...-2025

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Form 8898 is a statement for individuals who begin or end bona fide residence in a U.S. possession, such as American Samoa or Puerto Rico. It requires personal information, details about residency changes, and income sources to notify the IRS of the individual's status for tax purposes. The form includes sections on presence in the U.S. or possession, closer connections to various locations, and sources of income.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your social security number and name. If married, ensure each spouse files a separate form.
Fill in your address before the change in bona fide residence status. Then, indicate whether you became or ceased to be a bona fide resident by checking the appropriate box and entering the tax year.
Complete Part I by providing details about your residency status, including which U.S. possession you are associated with.
In Part II, enter dates related to your move and the number of days present in both the U.S. and possession during the tax year.
Proceed to Part III, detailing connections to the U.S., foreign countries, or possessions, including where your family and personal belongings were located.
Finally, review all sections for accuracy before signing and dating the form at the bottom. Save your completed form for records.

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Why is the IRS asking me for form 8962?

For tax years other than 2020, if you have APTC in any amount, you must file a Form 8962, and attach it to your federal income tax return for that year. You will use Form 8962 to reconcile the difference between the APTC made on your behalf and the actual amount of the credit that you may claim on your return.

What is the hardship form for taxes?

To prove your tax hardship to the IRS, you will need to submit information about your financial situation to the federal government in a hardship request. This is done using Form 433A/433F (for individuals or self-employed) or Form 433B (for qualifying corporations or partnerships).

What is the purpose of the interest form?

The Form 700 provides transparency and ensures accountability in two ways: It provides necessary information to the public about an officials personal financial interests to ensure that officials are making decisions in the best interest of the public and not enhancing their personal finances.

What is the IRS form 8879 used for?

Form 8879 is used to authorize the electronic filing (e-file) of original and amended returns. Use this Form 8879 (Rev. January 2021) to authorize e-file of your Form 1040, 1040-SR, 1040-NR, 1040-SS, or 1040- X, for tax years beginning with 2019.

What is the IRS form 8978 used for?

Form 8978, Partners Additional Reporting Year Tax, is used by a partner to report the partners additional reporting-year tax. The partner computes correction amounts for each affected year and totals the additional reporting- year tax on Form 8978, line 14.

8898 form

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What is a bona fide resident IRS?

To qualify for bona fide residence, you must reside in a foreign country for an uninterrupted period that includes an entire tax year. An entire tax year is from January 1 through December 31 for taxpayers who file their income tax returns on a calendar year basis.

What is the purpose of form 8978?

Partners (other than pass-through partners such as partnerships or S corporations) who receive Form 8986 use Form 8978 to re-figure their tax liabilities for the affected years as well as any intervening years, up to the adjustment year, based on the imputed underpayment amounts pushed out to them on Form 8986 by the

Who should fill out form 8995?

Form 8995 is the IRS tax form that owners of pass-through entitiessole proprietorships, partnerships, LLCs, or S corporationsuse to take the qualified business income (QBI) deduction, also known as the pass-through or Section 199A deduction.