Form 8898 (Rev October 2024) Statement for Individuals Who Begin or End Bona Fide Residence in a U S-2026

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Form 8898 is a statement for individuals who begin or end bona fide residence in a U.S. territory, used to notify the IRS of changes in residency status. It requires personal information, details about income, presence in the U.S. or U.S. territory, and connections to either location during the tax year. The form is not filed with tax returns but must be submitted separately to the IRS.

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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.
Specify which U.S. territory you are reporting on, such as American Samoa or Puerto Rico, and answer questions regarding your citizenship status and worldwide gross income.
In Part II, provide details about your presence in the U.S. and the territory during the tax year, including dates of moving and number of days present.
Complete Part III by detailing your closer connection to either the U.S., foreign country, or U.S. territory, including where your family and personal belongings were located.
Finally, sign and date the form before mailing it to the IRS address provided at the end of the document.

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Who fills out form 8879?

Taxpayers and the ERO representative must always complete and sign Form 8879 or Form 8878 for the Practitioner PIN method of electronic signature. EROs must also sign with a PIN.

Who files 8879 CORP?

A corporate officer and an electronic return originator (ERO) use Form 8879-CORP when the corporate officer wants to use a personal identification number (PIN) to electronically sign a corporations electronic income tax return and, if applicable, consent to electronic funds withdrawal.

What is a bona fide resident of a US territory?

Generally, you are a bona fide resident of a U.S. territory if, during the tax year, you: Meet the presence test, Do not have a tax home outside that territory, and. Do not have a closer connection to the United States or to a foreign country than to that territory.

Why do I have form 8995 in my tax return?

The Form 8995 is a form for your personal, individual tax return (Form 1040). It is generated when you have eligible business income such as income from an S Corp you own. The income from the S Corp goes into your Form 1040 when you enter the Schedule K-1 you received from your S Corp.

Who do I send form 8879 to?

Sign form FTB 8879 and submit it to your ERO. Your tax return will not be transmitted to the Franchise Tax Board (FTB) until the ERO receives your signed form FTB 8879.

form 8898 fill

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Who needs to fill out form 8802?

As of September 29, 2024, individual and business entity taxpayers applying for a United States Certification of Residency are required to upload a copy of Form 8802 application when making a payment via Pay.gov. Taxpayers can submit more than one application at a time.

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.

Who signs as the ERO on a tax return?

An ERO can be the same person or entity as the preparer or they can be different. The person filing electronic returns using UltraTax CS is the ERO.