Instructions for completing Form 8843 "Statement of Non-Resident Status"
Who must file Form 8843?
New beginning tax year 2006. Non resident aliens who earned wages that are less than the amount of one personal exemption ($ 3,400 for 2007) are no longer required to file a tax return but they must still file Form 8843 for themselves and any spouse and/or dependents in F-2 or J-2 status.
You must file Form 1040-EZ or Form 1040-NR in addition to Form 8843 if you had US earned income in excess of $ 3,400, had wages or scholarship income exempt by treaty, had taxable scholarship income or are due a refund of taxes.
Exception: If you determine that you are a "resident for tax purposes", it is not necessary to complete Form 8843.
Instructions
- Download Form 8843 to fill in on-line. (Note: this .pdf file can be completed on your computer and printed or printed out and completed by hand.)
- Fill in "First name", "Last name", and "Social Security number".
- Fill in the "Address in county of residence" box with your home country address
- Fill in the "Address in the United States" box with your local address
- Fill in Part I (Note: The answer to Part 1-4b is the total number of days you were present in the U.S. in 2007.)
- If you are an F-2 or J-2 dependent, complete Part I. Leave the "Social Security Number/ITIN" box blank unless you have an ITIN.
- If you are a Visiting Professor, Scholar or Researcher, fill out Part II.
- If you are a F-1 or J-1 student or exchange student, fill out Part III.
- Omit or skip Parts IV and V.
- Sign and date the form at the bottom.
- Make a photocopy of your completed Form 8843 to keep for your records.
Where to file - Send completed form to:
Internal Revenue Service
Austin, TX 73301
Note: If you had no U.S. earned income and are filing only Form 8843, the deadline for filing this form is June 15. If you must file Form 1040NR-EZ or 1040NR, then you must complete Form 8843 and mail with your tax return before the filing deadline, which is April 15.
You are done!
