Form 8840-2025

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Form 8840 is the Closer Connection Exception Statement for Aliens, used by nonresident aliens to claim a closer connection to a foreign country than to the United States for tax purposes. It outlines the requirements and conditions under which an individual can be considered a nonresident despite meeting the substantial presence test. The form requires information about the individual's visa status, tax home, and significant contacts with foreign countries. It must be filed with Form 1040-NR or separately if no tax return is required.

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Begin by entering your first name, last name, and U.S. taxpayer identification number if applicable. Fill in your address in the country of residence only if filing this form separately.
In Part I, provide details about your U.S. visa type and entry date. Indicate the countries of citizenship and where your passport was issued.
Complete Part II or III based on whether you are claiming a closer connection to one or two foreign countries. Provide information about your tax home and connections.
In Part IV, list significant contacts with the foreign country or countries, including where your family and personal belongings are located.
Finally, review all entries for accuracy, then print, download, or share the completed form as needed.

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Versions	Form popularity	Fillable & printable
2023	4.3 Satisfied (22 Votes)
2022	4.8 Satisfied (42 Votes)
2021	4.8 Satisfied (30 Votes)
2020	4.2 Satisfied (71 Votes)
2019	4.3 Satisfied (63 Votes)
2018	4.4 Satisfied (180 Votes)
2017	4.3 Satisfied (140 Votes)
2016	4.4 Satisfied (771 Votes)
2015	4.4 Satisfied (600 Votes)
2014	4 Satisfied (24 Votes)
2013	4.3 Satisfied (32 Votes)
2012	4.2 Satisfied (71 Votes)
2011	4 Satisfied (41 Votes)
2010	4.2 Satisfied (42 Votes)

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What is the purpose of the IRS form 8962?

You must file Form 8962 to compute and take the PTC on your tax return. Advance payment of the premium tax credit (APTC). APTC is a payment during the year to your insurance provider that pays for part or all of the premiums for a qualified health plan covering you or an individual in your tax family.

What is the purpose of form 8840?

Use Form 8840 to claim the closer connection to a foreign country(ies) exception to the substantial presence test. The exception is described later and in Regulations section 301.7701(b)-2. Note: You are not eligible for the closer connection exception if any of the following apply.

Who should fill out form 8840?

Canadians should pro-actively complete and file a new 8840 form each year with the U.S. Internal Revenue Service. This is a positive acknowledgment that you are entering the U.S. each year as a temporary visitor for pleasure and are complying with U.S. tax laws.

Can a form 8840 be filed late?

Penalty for Form 8840 Late Filing You will not be penalized if you can show by clear and convincing evidence that you took reasonable actions to become aware of the filing requirements and docHub steps to comply with those requirements.

What is the difference between form 8840 and 8833?

Form 8833 is also due on April 15 or June 15, depending on the individuals situation. Note that the difference between form 8833 and form 8840 is that the latter does not require an accompanying US income tax return.

8840 form 2023

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What does 8840 mean?

If you are an alien individual and you meet the closer connection exception to the substantial presence test, you must file Form 8840 with the IRS to establish your claim that you are a nonresident of the United States by reason of that exception.

Who needs to file form 8840?

The Form 8840 is the closer connection exception statement for aliens. It is filed at the same time a person files their U.S. tax return (1040 NR). The reason the foreign person files a 1040 NR and not a 1040, is because they are a nonresident, and NR stands for nonresident.