Form 2063: U.S. Departing Alien Income Tax Statement
Forms

Form 2063: U.S. Departing Alien Income Tax Statement

For taxpayers wishing to report income earned in a foreign country and claim exclusions, deductions, and exemptions, Form 2063 offers a means to do so. This form can be used to request IRS certification that all US tax obligations have been satisfied and is also used to report the exclusion from income of the housing amount for certain nonresident aliens.

What is Form 2063?

Form 2063 is used to report income earned in a foreign country and to declare the foreign earned income exclusion, the foreign housing exclusion, or the foreign housing deduction. It is also used to request IRS certification that all U.S. income tax obligations have been satisfied by a resident alien whose taxable period has not been terminated, or a departing nonresident alien having no taxable income from U.S. sources. The form must be completed and signed by the taxpayer, and must be attached to the taxpayer’s U.S. income tax return. This form is an important tool to ensure that all regulations and laws are correctly followed.

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IRS Form 2063 – Who Needs to Fill It Out?

IRS Form 2063 must be completed and attached to the taxpayer’s US income tax return in order to claim the foreign earned income exclusion, the foreign housing exclusion or the foreign housing deduction, or to report the exclusion of the housing amount for certain nonresident aliens. It must also be signed by the taxpayer and can be used by a resident alien whose taxable period has not yet been terminated and a departing nonresident alien with no taxable income from US sources to request IRS certification that all US income tax obligations have been satisfied.

Step-by-Step: Form 2063 Instructions For Filling Out the Document

Completing Form 2063 is a necessary step for filing U.S. income taxes if you have earned income in a foreign country, are claiming the foreign earned income exclusion, or need to report the exclusion from income of the housing amount for certain nonresident aliens. This form must be completed, signed by the taxpayer, and attached to the taxpayer’s U.S. income tax return. In addition, Form 2063 is used to request IRS certification that all U.S. income tax obligations have been satisfied by resident aliens whose taxable period has not been terminated, or departing nonresident aliens having no taxable income from U.S. sources. Following these steps precisely will ensure all necessary information is included in your filing.

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Below, we present a table that will help you understand how to fill out Form 2063.

Information Required for Form 2063 Details
Foreign Earned Income Reporting income earned in a foreign country
IRS Certification Requesting IRS certification for tax obligations

Do You Need to File Form 2063 Each Year?

Form 2063 must be filed each year to claim the foreign earned income exclusion, foreign housing exclusion, or the foreign housing deduction, as well as to report the exclusion from income of the housing amount for certain nonresident aliens. To complete Form 2063, the taxpayer must fill it out, sign it, and attach it to their U.S. income tax return. The form is also used to request IRS certification that all U.S. income tax obligations have been satisfied for resident aliens with a taxable period that has yet to be terminated, or for departing nonresident aliens who have no taxable income from U.S. sources. Ultimately, without Form 2063 being properly filled out and submitted, the taxpayer’s foreign earned income, foreign housing exclusion, and/or foreign housing deduction may not be considered for their U.S. tax return.

Download the official IRS Form 2063 PDF

On the official IRS website, you will find a link to download Form 2063. However, to make it easier for you, we are providing the link in our article, which comes directly from the official irs.gov website! Click to download: Form 2063

Sources:

https://www.irs.gov/forms-pubs/about-form-2063

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