Screen 8840 - Closer Connection Statement for Aliens (1040)

Form 8840 - Part I, General Information

Use this section to enter general information for Form 8840.
Enter
1 (Yes)
if the taxpayer did any of the following: Applied for lawful permanent resident status in the U.S., took other affirmative steps to apply for lawful permanent resident status in the U.S., or has an application pending to change status to that of a lawful permanent resident of the U.S. Form 8840 will not print if Yes applies.
Separate Form 8840 filing instructions will print when data is present in these fields.

Form 8840 - Part II, Closer Connection - One Country

Use this section to enter information for one tax home only for the tax year. The fields in this section are unavailable if data is present in the
Form 8840 - Part III, Closer Connection - Two Countries
section.

Form 8840 - Part III, Closer Connection - Two Countries

Use this section to enter information for two different tax homes for the tax year. These fields are unavailable if data is present in the
Form 8840 - Part II, Closer Connection - One Country
section.
If the answer to this question is
No
, enter an explanation in the statement.
Attach the required verification to Form 8840. If the answer to this question is
No
, enter an explanation in the statement.
Attach the required verification to Form 8840. If the answer to this question is
No
, enter an explanation in the statement.

Form 8840 - Part IV, Contacts With Foreign Country

Use this section to enter the information necessary to establish a closer connection with a foreign country (or countries) than with the United States. Use the statements to select more than one country for certain items.
Select the countries of all the taxpayer’s additional permanent homes, if the taxpayer had more than one permanent home available at all times during the tax year. Enter an explanation for each home in the statement below.
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