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IRS Form 8898 "Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession"

What Is IRS Form 8898?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on January 1, 2007. Check the official IRS-issued instructions before completing and submitting the form.

Form Details:

  • A 2-page form available for download in PDF;
  • Actual and valid for filing 2020 taxes;
  • Editable, printable, and free;

Download a fillable version of IRS Form 8898 through the link below or browse more documents in our library of IRS Forms.

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Download IRS Form 8898 "Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession"

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Statement for Individuals Who Begin or End
8898
Form
Bona Fide Residence in a U.S. Possession
OMB No. 1545-0074
(Rev. January 2007)
Department of the Treasury
See separate instructions.
Do not file with your tax return.
Internal Revenue Service
Name. If married, file a separate form for each spouse required to file Form 8898.
Your social security number:
Current Address:
Address in Possession (if different from current address):
Part I
General Information
1
I am notifying the IRS that I (check box a or b below and enter the tax year in the space provided):
a bona fide resident of a U.S. possession in tax year
a
became
b
ceased to be
c Of which U.S. possession did you become (or cease to be) a bona fide resident:
American Samoa
Guam
Commonwealth of the Northern Mariana Islands (CNMI)
Commonwealth of Puerto Rico
U.S. Virgin Islands
2
Are you a U.S. citizen or resident alien (see instructions)?
Yes
No
3
Enter your average worldwide gross income for the three-year period prior to the tax year you became (or ceased
to be) a bona fide resident of the possession (see instructions)
Part II
Presence in the United States or Possession
/
/
.
4a If you checked box a on line 1 above, enter the date (month/day/year) you moved to the possession to establish bona fide residence
b
If you checked box b on line 1 above, enter the date (month/day/year) you moved from the possession to end bona
/
/
.
fide residence
5
Enter the number of days you were present in the United States during the tax year (see instructions)
6
Enter the number of days you were present in the possession during:
a
The tax year listed on line 1
Note. Complete lines 6b and 6c if you were in the possession for less than 183 days during the tax year entered on line 1 and you are
following the new alternative to the 183-day rule of the presence test. See item (2) under Presence Test on page 2 of the instructions.
b
The first tax year immediately preceding the tax year listed on line 1
c
The second tax year immediately preceding the tax year listed on line 1
7
Did you have a significant connection to the United States during the tax year (see instructions)?
Yes
No
8
Did you have any earned income from U.S. sources during the tax year (see instructions)?
Yes
No
If “Yes,” was the amount of the income more than $3,000?
Yes
No
Part III
Closer Connection to the United States, Foreign Country, or Possession
9
Did you have a tax home outside the possession at any time during the tax year (see instructions)?
Yes
No
If “Yes,” where?
10
Did you have a closer connection to the United States or a foreign country than to the possession at any time during
the tax year (see instructions)?
Yes
No
If “Yes,” where?
11
If you answered “Yes” to line 9 or 10, are you using the year-of-the-move exception?
Yes
No
(See Exception for the Year of the Move on page 1 of the instructions.)
12
Where was your principal permanent home located during the tax year (see instructions)?
13
If you had more than one permanent home available to you at all times during the tax year, list the location of each:
14
Where was your immediate family located during the tax year (see instructions)?
15
Where was your automobile(s) located during the tax year?
16
Where was your automobile(s) registered during the tax year?
17
Where were your personal belongings, furniture, etc., located during the tax year?
8898
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 37706B
Form
(Rev. 1-2007)
Statement for Individuals Who Begin or End
8898
Form
Bona Fide Residence in a U.S. Possession
OMB No. 1545-0074
(Rev. January 2007)
Department of the Treasury
See separate instructions.
Do not file with your tax return.
Internal Revenue Service
Name. If married, file a separate form for each spouse required to file Form 8898.
Your social security number:
Current Address:
Address in Possession (if different from current address):
Part I
General Information
1
I am notifying the IRS that I (check box a or b below and enter the tax year in the space provided):
a bona fide resident of a U.S. possession in tax year
a
became
b
ceased to be
c Of which U.S. possession did you become (or cease to be) a bona fide resident:
American Samoa
Guam
Commonwealth of the Northern Mariana Islands (CNMI)
Commonwealth of Puerto Rico
U.S. Virgin Islands
2
Are you a U.S. citizen or resident alien (see instructions)?
Yes
No
3
Enter your average worldwide gross income for the three-year period prior to the tax year you became (or ceased
to be) a bona fide resident of the possession (see instructions)
Part II
Presence in the United States or Possession
/
/
.
4a If you checked box a on line 1 above, enter the date (month/day/year) you moved to the possession to establish bona fide residence
b
If you checked box b on line 1 above, enter the date (month/day/year) you moved from the possession to end bona
/
/
.
fide residence
5
Enter the number of days you were present in the United States during the tax year (see instructions)
6
Enter the number of days you were present in the possession during:
a
The tax year listed on line 1
Note. Complete lines 6b and 6c if you were in the possession for less than 183 days during the tax year entered on line 1 and you are
following the new alternative to the 183-day rule of the presence test. See item (2) under Presence Test on page 2 of the instructions.
b
The first tax year immediately preceding the tax year listed on line 1
c
The second tax year immediately preceding the tax year listed on line 1
7
Did you have a significant connection to the United States during the tax year (see instructions)?
Yes
No
8
Did you have any earned income from U.S. sources during the tax year (see instructions)?
Yes
No
If “Yes,” was the amount of the income more than $3,000?
Yes
No
Part III
Closer Connection to the United States, Foreign Country, or Possession
9
Did you have a tax home outside the possession at any time during the tax year (see instructions)?
Yes
No
If “Yes,” where?
10
Did you have a closer connection to the United States or a foreign country than to the possession at any time during
the tax year (see instructions)?
Yes
No
If “Yes,” where?
11
If you answered “Yes” to line 9 or 10, are you using the year-of-the-move exception?
Yes
No
(See Exception for the Year of the Move on page 1 of the instructions.)
12
Where was your principal permanent home located during the tax year (see instructions)?
13
If you had more than one permanent home available to you at all times during the tax year, list the location of each:
14
Where was your immediate family located during the tax year (see instructions)?
15
Where was your automobile(s) located during the tax year?
16
Where was your automobile(s) registered during the tax year?
17
Where were your personal belongings, furniture, etc., located during the tax year?
8898
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 37706B
Form
(Rev. 1-2007)
2
Form 8898 (Rev. 1-2007)
Page
Closer Connection to the United States, Foreign Country, or Possession (Continued)
Part III
18
Where was the bank(s) with which you conducted your routine personal banking activities during the tax year located?
a
c
b
d
19
Did you conduct business activities in a location other than your tax home?
Yes
No
If “Yes,” where?
20a
Where was your driver’s license issued?
b
If you hold a second driver’s license, where was it issued?
21
Were you registered to vote during the tax year?
Yes
No
If “Yes,” where?
22
Did you claim a homestead exemption for the tax year (see instructions)?
Yes
No
If “Yes,” where?
23
When completing official documents, forms, etc., what address did you list as your residence?
Note. If you used more than one address, specify the type of documents, forms, etc., and the addresses used.
a
Address
b
Address
c
Address
d
Address
e
Address
24
Where (for example, in the United States, possession, other country) did you keep your personal, financial, and legal documents?
25
Where (for example, from the United States, possession, other country) did you derive the majority of your income for the tax year?
26
Did you have any income from U.S. sources for the tax year (see instructions)?
Yes
No
If “Yes,” what type(s)?
27
Did you have any income from possession sources for the tax year (see instructions)?
Yes
No
If “Yes,” what type(s)?
28
Where (for example, in the United States, possession, other country) were your investments located (see instructions)?
Source of Income
Part IV
During the tax year, did you have an office in the possession from which you conducted a trade or business?
Yes
No
29
If “Yes,” provide the address of that office and a short description of your trade or business:
30
During the tax year, did you receive compensation for personal services?
Yes
No
If “Yes,” where did you perform these services?
31
During the tax year, did you manufacture an article in the possession for sale to customers?
Yes
No
Yes
No
Did you sell or exchange appreciated property during the tax year after becoming a resident of the possession?
32
If “Yes,” provide a short description of the property and the amount of the gain (see instructions).
33
If you conducted a trade or business in the possession during the tax year, did that business consist of:
a
Receiving rents or royalties for the use of intangible property?
Yes
No
b
Receiving dividends or interest in connection with a banking, financing, or similar business?
Yes
No
c
The sale or exchange (outside the possession) of personal property consisting of stock in trade or inventory?
Yes
No
Note. If you have any other information to substantiate your closer connection to the United States or the possession, or you wish to explain in
more detail any of your responses, attach a statement to this form.
Sign
Under penalties of perjury, I declare that I have examined this form and the accompanying attachments and to the best of my knowledge and
belief, they are true, correct, and complete.
Here
Keep a copy for
your records.
Your signature
Date
8898
Form
(Rev. 1-2007)
U.S. Department of the Treasury - Internal Revenue Service United States Federal Legal Forms United States Legal Forms

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