Ask Experts Questions for FREE Help !
Ask
    samanth524's Avatar
    samanth524 Posts: 5, Reputation: 1
    New Member
     
    #1

    Jun 1, 2016, 10:57 AM
    Is Form 8843 is mandatory or optional
    Dear Atlanta Tax Expert,

    I came to US in August 2015, I had no income till Jan 2nd week of 2016 but I have SSN from September of 2015. For me does Form 8843 is mandatory or optional?

    Do I need to enter my SSN in Form 8843?

    Do need to provide any values in the beginning and ending fields of Form 8843

    Thanks,
    Samanth
    RickJ's Avatar
    RickJ Posts: 7,762, Reputation: 864
    Uber Member
     
    #2

    Jun 1, 2016, 03:04 PM
    The instructions for form 8843 say

    Who Must File:
    If you are an alien individual (other than aforeign government-related individual),you must file Form 8843 to explain thebasis of your claim that you can excludedays of presence in the United States forpurposes of the substantial presencetest because you:• Were an exempt individual, or• Were unable to leave the United Statesbecause of a medical condition ormedical problem.

    Here is a link to the form, with its instructions:
    https://www.irs.gov/pub/irs-pdf/f8843.pdf

    Stay tuned, though: our tax expert(s) may say more on the matter.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,815, Reputation: 846
    Senior Tax Expert
     
    #3

    Jun 1, 2016, 05:59 PM
    If your visa is "F", "J", "M" or "Q", you must submit Form 8843. If you bhave not done so, send it in as soon as you can. No real penalty for submitting late.

    Otherwise, no Form 8843 is required for a "H", "E", "O" or "L" visa.
    samanth524's Avatar
    samanth524 Posts: 5, Reputation: 1
    New Member
     
    #4

    Jun 2, 2016, 07:10 AM
    Quote Originally Posted by AtlantaTaxExpert View Post
    If your visa is "F", "J", "M" or "Q", you must submit Form 8843. If you bhave not done so, send it in as soon as you can. No real penalty for submitting late.

    Otherwise, no Form 8843 is required for a "H", "E", "O" or "L" visa.
    Do I need to enter my SSN in Form 8843?

    Do need to provide any values in the beginning and ending fields of Form 8843?
    samanth524's Avatar
    samanth524 Posts: 5, Reputation: 1
    New Member
     
    #5

    Jun 2, 2016, 07:54 AM
    Do I need to enter my SSN in Form 8843?

    what values do I need to provide in the beginning and ending fields of Form 8843?
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,815, Reputation: 846
    Senior Tax Expert
     
    #6

    Jun 2, 2016, 07:58 AM
    You need to put your name and SSN, plus your U.S. and home country address.

    Then answer the questions about visa status, date of entry, passport number, etc.

    Then SIGN and mail it.
    samanth524's Avatar
    samanth524 Posts: 5, Reputation: 1
    New Member
     
    #7

    Jun 2, 2016, 08:03 AM
    Quote Originally Posted by AtlantaTaxExpert View Post
    You need to put your name and SSN, plus your U.S. and home country address.

    Then answer the questions about visa status, date of entry, passport number, etc.

    Then SIGN and mail it.

    What values need to be provided in the beginning and ending fields of Form 8843?

    Name:  Form8843.PNG
Views: 108
Size:  30.7 KB
    suntaxfla's Avatar
    suntaxfla Posts: 18, Reputation: 1
    New Member
     
    #8

    Jun 30, 2016, 11:00 AM
    Just to reiterate, this form is only required to explain the basis of a claim that he or she is able to exclude days of presence in the US. -
    301.7701(b)-8(a)(2) Exempt Individuals And Individuals With A Medical Condition.

    An alien individual must file a statement to explain the basis of the individual's claim that he or she is able to exclude days of presence in the United States because the individual --


    301.7701(b)-8(a)(2)(i)
    Is an exempt individual as described in section 301.7701(b)- 3(b)(3) (teacher/trainee) or (b)(4) (student);


    301.7701(b)-8(a)(2)(ii)
    Is an exempt individual described in section 301.7701(b)- 3(b)(5) (professional athlete); or


    301.7701(b)-8(a)(2)(iii)
    Has a medical condition or problem as described in section 301.7701(b)-3(c).
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,815, Reputation: 846
    Senior Tax Expert
     
    #9

    Jun 30, 2016, 01:52 PM
    If the Form is for Calendar Year 2015, then leave the "beginning" and "ending" fileds BLANK.

Not your question? Ask your question View similar questions

 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Questions on form 1040NR-EZ and form 8843 [ 1 Answers ]

Hi, I am an Indian national on F-1 OPT status since June 2012 and in US since August 2010. I had two questions on form 1040NR-EZ: 1) Do I enter actual days of presence for each year in ITEM H (second page, form 1040NR-EZ) or "0" due to my F-1 status since arrival? In Form 8843 it was...

Form 8843 [ 3 Answers ]

Hello, my name is Kristina. I have arrived in US in November 2008 on a fellowship with J-1 visa. In 2009 I got a postdoctoral posiiton with the same type of visa. Additionally, I was a tax exempt for 2009 and 2010. I have already sent my tax forms, but I found out recently that I have to fill out...

Form 8843 along with form 1040 [ 1 Answers ]

I meet the substantial presence test for 2008 and am filing form 1040 Do I also need to file form 8843 along with form 1040?

Form 8843 [ 2 Answers ]

I'm on an F1 visa and did not know that I need to file 8843 every year. I came to the US in 2004, left on June 2005 and back on September 2005 and then stay on through 2006 and 2007. I did not file form 8843 for any of those years. Never knew that I had to. Anyway, now I want to fix this by...


View more questions Search