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Form 8840, Closer Connection Exception Statement for Aliens

Use Form 8840 to claim the closer connection to a foreign country(ies) exception to the substantial presence test. The exception is described below and in Regulations section 301.7701(b)-2.

Note: You are not eligible for the closer connection exception if any of the following apply.

  • You were present in the United States 183 days or more during the calendar year.
  • You are a lawful permanent resident of the United States (that is, you are a green card holder).
  • You have applied for, or taken other affirmative steps to apply for, a green card; or have an application pending to change your status to that of a lawful permanent resident of the United States.

Even if you are not eligible for the closer connection exception, you may qualify for nonresident status by reason of a treaty. See the instructions for more details.


Current Products

Form 8840


Recent Developments

 


Other Items You May Find Useful:

All Form 8840 Revisions

Publication 15, Employer's Tax Guide

Publication 519, U.S. Tax Guide for Aliens

Form 8833, Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)

Form 1040NR, U.S. Nonresident Alien Income Tax Return

Form 1040NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents

Other Current Products


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Page Last Reviewed or Updated: 12-Mar-2013