What is the filing deadline for IRS Form 8840?

05/23/2019
Question:

My husband and I have been advised that we should file a Form 8840 with the IRS to avoid paying taxes in the U.S. When do we need to file this form? 

Answer:

The filing deadline for IRS Form 8840 - also known as the Closer Connection Exemption - is June 15 for the previous calendar year. The form must be filed annually.

Canadian snowbirds who qualify for the exemption and file Form 8840 by the June 15th deadline can stay in the U.S. for up to 182 days without being considered a U.S. resident for tax purposes.

You can learn more about the Closer Connection Exemption requirements here and download a fillable version of Form 8840 here.

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