Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Completing Form 8843

Introduction

Welcome!

This lesson is designed to teach tax preparers how to complete Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition, for students and scholars you may be assisting. If the taxpayer is not filing a Form 1040-NR, the Form 8843 can be filed as a stand-alone form and should include your site's Site Identification Number (SIDN).

Forms referenced in this lesson include:

  • Form 8843, Statement for Exempt Individuals and Individuals with a Medical Condition

You can also refer to the following:

  • Publication 519, U.S. Tax Guide for Aliens
  • Publication 4011, VITA/TCE Foreign Student and Scholar Volunteer Resource Guide
  • Link & Learn Taxes lesson, Residency Status

Note: The forms may change after this material becomes available. Screen shots may depict a previous year's version of the forms or software. Publication 4491X, VITA/TCE Training Supplement, will be released in January to notify volunteers of any tax law and software updates.