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Federal Free Printable Form 8898 (Rev. October 2021) for 2022 Federal 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 Bona Fide Residence in a U.S. Possession
Form 8898 (Rev. October 2021)

8898 Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession Form (Rev. October 2021) Department of the Treasury Internal Revenue Service OMB No. 1545-0074 See separate instructions. ▶ Do not file with your tax return. ▶ Go to www.irs.gov/Form8898 for instructions and the latest information. ▶ Your social security number: Name. If married, file a separate form for each spouse required to file Form 8898. Address before your change in bona fide residence status (see instructions): Part I 1 a b c Address after your change in bona fide residence status (see instructions): General Information 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 ▶ became } ceased to be 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 Are you a U.S. citizen or resident alien? See instructions . . . 2 3 . . Enter your average worldwide gross income for the 3-year period prior to the tax year you became (or ceased to be) a bona fide resident of the possession. See instructions . . . . . . . . . . . . . . . . . Part II . . . . . . . . . . . . . Yes No 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 5 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the number of days you were present in the United States during the tax year. See instructions . . . . . 6 a Enter the number of days you were present in the possession during: 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 alternative to the 183-day rule of the presence test. See 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 8 . . . . . . . . . . . . . . . . . . Yes Yes Yes No No No Did you have a tax home outside the possession at any time during the tax year? See instructions . If “Yes,” where? . . . . . Yes No 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 11 If “Yes,” where? If you answered “Yes” to line 9 or 10, are you using the year-of-the-move exception? See instructions . Yes No 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? Did you have a significant connection to the United States during the tax year? See instructions . Did you have any earned income from U.S. sources during the tax year? See instructions . . . If “Yes,” was the amount of the income more than $3,000? . . . . . . . . . . . Part III 9 10 Closer Connection to the United States, Foreign Country, or Possession For Privacy Act and Paperwork Reduction Act Notice, see instructions. . Cat. No. 37706B . . . Form 8898 (Rev. 10-2021) Page 2 Form 8898 (Rev. 10-2021) Part III Closer Connection to the United States, Foreign Country, or Possession (continued) 18 a b Where was the bank(s) with which you conducted your routine personal banking activities during the tax year located? c d 19 Did you conduct business activities in a location other than your tax home? . If “Yes,” where? Where was your driver’s license issued? 20a b 21 22 23 a . . . . . . . . . . . . Yes No . . . . . . . . . . . . Yes No Did you claim a homestead exemption for the tax year? See instructions . . . . . . . If “Yes,” where? When completing official documents, forms, etc., what address did you list as your residence? . . . . . . Yes No If you hold a second driver’s license, where was it issued? Were you registered to vote during the tax year? . . . . If “Yes,” where? . . . . Note: If you used more than one address, specify the type of documents, forms, etc., and the addresses used. Address b c d e . Address Address Address 24 Address Where did you keep your personal, financial, and legal documents (for example, in the United States, possession, or other country)? 25 Where did you derive the majority of your income for the tax year (for example, from the United States, possession, or other country)? 26 Did you have any income from U.S. sources for the tax year? See instructions . If “Yes,” what type(s)? . . . . . . . . . . Yes No 27 Did you have any income from possession sources for the tax year? See instructions . If “Yes,” what type(s)? . . . . . . . . . Yes No 28 Where were your investments located (for example, in the United States, possession, or other country)? See instructions. Part IV . Source of Income 29 During the tax year, did you have an office in the possession from which you conducted a trade or business? . If “Yes,” provide the address of that office and a short description of your trade or business: . . Yes No 30 During the tax year, did you receive compensation for personal services? If “Yes,” where did you perform these services? . . Yes No 31 32 During the tax year, did you manufacture an article in the possession for sale to customers? . . . . . . . Did you sell or exchange appreciated property during the tax year after becoming a resident of the possession? . . . Yes No Yes No Yes No Yes Yes No No . . . . . . . . . . . If “Yes,” provide a short description of the property and the amount of the gain. See instructions. 33 a b c If you conducted a trade or business in the possession during the tax year, did that business consist of: Receiving rents or royalties for the use of intangible property? . . . . . . . . . . . . . Receiving dividends or interest in connection with a banking, financing, or similar business? . . . . . . . . . . . . The sale or exchange (outside the possession) of personal property consisting of stock in trade or inventory? . . . 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. 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. Keep a copy for your records. ▲ Your signature ▲ Sign Here Date Form 8898 (Rev. 10-2021)
Extracted from PDF file 2021-federal-form-8898.pdf, last modified October 2021

More about the Federal Form 8898 Other TY 2021

We last updated the Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession in January 2022, so this is the latest version of Form 8898, fully updated for tax year 2021. You can download or print current or past-year PDFs of Form 8898 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8898 from the Internal Revenue Service in January 2022.

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Historical Past-Year Versions of Federal Form 8898

We have a total of nine past-year versions of Form 8898 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2021 Form 8898

Form 8898 (Rev. October 2021)

2020 Form 8898

Form 8898 (Rev. October 2020)

2019 Form 8898

Form 8898 (Rev. January 2007)

2018 Form 8898

Form 8898 (Rev. January 2007)

2017 Form 8898

Form 8898 (Rev. January 2007)

2016 Form 8898

Form 8898 (Rev. January 2007)

Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession 2015 Form 8898

Form 8898 (Rev. January 2007)

Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession 2012 Form 8898

Form 8898 (Rev. January 2007)

Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession 2011 Form 8898

Form 8898 (Rev. January 2007)


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