Form 8802: Fill out & sign online (2024)

FAQs

How to fill out a 8802 form? ›

Instructions on How to Fill Out Form 8802

Enter the applicant's name and TIN exactly as they appear on the U.S. return filed for the tax period(s) for which you are requesting the certificate. Line 2: Fill out the applicant's address. Line 3a: Fill out the applicant's mailing address where Form 6166 can be sent to.

You cannot request Form 6166 without first filing Form 8802, and you must refile for every tax year you're requesting the treaty benefits. Take a look at this example: John is an interior designer who traveled to Sweden several times in 2020 to work on a high-end restaurant chain.

Requests by individual applicants.

The user fee for a request by an individual applicant is $85 per Form 8802, regardless of the number of countries for which certification is requested or the number of tax year(s) to which the certification applies.

Form 8802, along with a check or money order should be sent to IRS, Philadelphia, PA 19176-6052. If the applicant pays the fee by e-payment, the form should be sent to Department of the Treasury, Philadelphia, PA 19176-6052.

Travelers must provide their full name, date of birth, address, and passport details in the personal information section. In the declaration of goods section, they must list and describe all items they bring into the country, including personal belongings, gifts, and purchases abroad.

Taxpayers that are unsure if the IRS has posted their most recent return may submit the signed current-year base return with Form 8802 to expedite their application.

Use of the Form 8802 is mandatory. Form 6166 is a letter printed on U.S. Department of Treasury stationery certifying that the individuals or entities listed are residents of the United States for purposes of the income tax laws of the United States.

The law requires you to file every year that you have a filing requirement. The government can hit you with civil and even criminal penalties for failing to file your return.

Typically, it takes 4-6 weeks to receive your Certification of U.S. Tax Residence. The IRS will contact you after 30 days if there is a delay in processing your application. You can call 267-941-1000 (not a toll-free number) and select the U.S. residency option if you have questions regarding your application.

Taxpayers are charged a one-time fee to set up an installment agreement with the IRS. A reduced fee is available for qualifying taxpayers. Generally, user fees are $105 for non-direct debit agreements, $52 for direct debit agreements and $45 for reinstatements.

Does IRS accept ACH payments? ›

(updated December 22, 2021) Payments can be made through an ACH debit from your checking or savings account or using your debit/credit card. You can choose either of these methods when you log into your online account and select Make a Payment.

Use Form 8802 to request Form 6166, a letter of U.S. residency certification for purposes of claiming benefits under an income tax treaty or value added tax (VAT) exemption. You cannot use Form 6166 to substantiate that U.S. taxes were paid for purposes of claiming a foreign tax credit.

WHAT DO I NEED TO DO? Taxpayers must use IRS Form 8802 to request the Form 6166 to show certification of U.S. tax residency. Only authorized representatives of a business entity can sign Form 8802 — i.e., officers, executives or partners of the business entity.

You may not use email for communications that do not satisfy the criteria described under “When you may use email.” Unless you're involved in an ongoing interaction with an IRS employee and they request a document by email, do not use email to respond to an IRS notice or to submit your original tax return to the IRS.

Declaration of FATCA in NPS Account and Compliance

To begin, go to the NSDL website by clicking on this link: https://www.cra-nsdl.com/CRA/ for FATCA online certification. Second, you must choose FATCA compliance from the list of possible alternatives. The page will be routed to the tab for self-certification.