Form 8843
Form 8843
Get

IRS 8843 Form (Statement for Exempt Individuals) 2018-2019

Get Form

What Is IRS 8843 Form?

Form 8843, Statement for Exempt Individuals is an IRS document used to determine the tax responsibility of foreigners spending time outside the USA. Conditions include being abroad due to medical, educational, training and other reasons. Learn more from the official Internal Revenue Service website. Note that US residents don’t have to prepare this paper. The document is due to April 18 (for individuals receiving a taxable income). For other foreigners the deadline is June 1.

You may be required to attach forms 1040NR and 1040NR-EZ.

Streamline your workflow and prepare Form 8843 online. Find the appropriate fillable blank on the Internet and complete it in a few minutes. Read the following instructions to fill out the template correctly.

  1. Indicate the tax year.
  2. Provide personal data i.e. name, address in the country of residence and in the USA.
  3. Enter general information including the type of visa, current nonimmigrant status, passport details.
  4. Indicate teachers, trainers or students (if applicable).
  5. Specify medical condition or problem (if applicable).
  6. Date and sign the form. Add your signature by typing, drawing or uploading it from any internet connected device.

Once the document is completed, forward it to the recipient (to the Internal Revenue Service) via email, fax or sms. If required, print out the paper and bring it personally.

FAQ

Is it possible to backfile an IRS form 8843?
Yes but if you did not file Form 8843 when you filed Form 1040NR you willneed to file Form 1040X to amend your previous filing. File the Form 1040Xalong with a new Form 1040NR marked “AS AMENDED” on each page the correctedForm 8843 and a copy of the originally filed Form 1040NR marked “ASORIGINALLY FILED” on each page.If you have not yet filed Form 1040NR for the year in question you can simplyfile the appropriate return as a delayed return with Form 8843 attached. Youmay be subject to penalties for late filing if you owe tax. If you are notrequired to file a return you can just file Form 8843 late. Make sure you usethe form for the correct tax year you can get pastyear forms from the IRSwebsite.You cannot use Form 8843 to exclude days in which you were present in theUnited States as a professional athlete or in the United States for medicaltreatment for a condition which arose while you were in the United Statesunless the form was filed in a timely manner. However a late filing of Form8843 can be used to exclude such days for the purpose of the substantialpresence test if you were entitled to exclude them for any other reason. Theremay be other consequences of a late return some elections that are availableto taxpayers to reduce their tax must be taken prior to the due date of thereturn a late filer is not permitted to make any of these elections but mustaccept the “default” election in all such situations. I’m not sure how many ofthese apply to Form 1040NR filers however.
I have been in the U.S for more than 5 years, and I have never filed form8843, will I be in trouble?
For a student theres no monetary penalty for failure to file Form 8843 in atimely manner. Failure to file could affect your ability to obtain an H1Blater or get a green card if thats your desire but if you can show that youhave been in compliance since you learned the requirements and you continueto remain in compliance you may not have an issue.Since you have been in the US for at least five years as a student youprobably cannot claim exempt status for 2015 anyway.
Should those on F-1 OPT submit both Form 8843 and Form 1040NR?
Yes you need to file both 1040NR or 1040NREZ AND 8843.8843 is used to show that you are exempt from the presence test and hence nonresident alien for tax purposes.Are you in the US less than 5 years as of Dec 31 2016 If no you may berequired to file as a dual status alien. Taxation of DualStatus Aliens1040NR vs 1040NREZ depends on many factors. If you need to file 1040NREZthat’s ok to file 8843 with it. Generally University provides Glacier oranalog software for F1 students.THIS IS NOT A LEGAL ADVICE.THOSE PICS ARE FOR ILLUSTRATION PURPOSES ONLY. I’m from Texas.
I signed Form 8843 while submitting it along with NR-EZ 1040. I later realizedthat I shouldn't have signed it if I was filing the tax return along with it.So, would I still be receiving my tax refund?
My situation was the same. I signed the form 8843 and filed the NREZ 1040. Aslong they see you have the NREZ form filed they will give you the refund inspite of you signing 8843. I received my tax refund without any issues. Ifhowever they first see your signed 8843 and assume you have no NREZ filedwithout looking at the other forms you may have some problems but theprobability for that to happen is very small.
Can I extend the date if I was late to send form 8843 via mail by thedeadline?
I have no idea what that is I’m in the UK.
Do I need to fill out form 8843 if I'm not exempt but also do not meet thesubstantial presence test?
It would not be a problem to file 1040NR without the 8843. After all thepurpose of the 8843 is to exclude days of presence in the USA for the purposesof the Substantial Presence Test. If none of the days during the tax yearqualifies for exclusion do not attach the form.
Get Form