Bona Fide Residence Templates

Are you a U.S. citizen or resident living abroad? Are you a bona fide resident of American Samoa or any other U.S. possession? If so, you may need to familiarize yourself with the documentation required for your unique circumstances. Our website provides comprehensive information and resources for individuals seeking to establish their bona fide residence status.

Also known as "bona fide residents" or "bona fide residence," this document collection includes a range of forms and instructions provided by the Internal Revenue Service (IRS) to assist individuals in properly reporting their income and tax obligations. These documents are essential for those who live in U.S. possessions, such as American Samoa or Puerto Rico, and wish to claim exemptions or credits that apply specifically to their bona fide residence status.

One example of the documents in this collection is the IRS Form 4563, which addresses the exclusion of income for bona fide residents of American Samoa. This form allows eligible individuals to exclude certain income earned while residing in American Samoa from their federal income tax. Similarly, IRS Form 8898 and its corresponding instructions are designed for individuals who begin or end their bona fide residence in a U.S. possession, providing guidance on how to properly report their income for tax purposes.

For individuals who are self-employed and bona fide residents of Puerto Rico, IRS Form 1040-SS allows them to report their self-employment income and claim the refundable child tax credit. This form is specifically tailored to the unique circumstances of bona fide residents of Puerto Rico and helps ensure they meet their tax obligations accurately.

Our website is a comprehensive resource for accessing these important documents, as well as detailed instructions on how to complete them. Whether you are an American Samoan resident, a Puerto Rican resident, or a resident of any other U.S. possession, our site equips you with the information you need to confidently navigate your tax requirements and maintain your bona fide residence status.

Please note that while we strive to provide accurate and up-to-date information, it is always recommended to consult with a tax professional or the IRS directly for specific questions or concerns about your unique situation.