How to fill out IRS Form 8802 (AKA US Residency Certificate)

Alright let’s do this! The most recent questions I have been getting lately is how to fill out the IRS Form 8802 to get your US Residency Certificate (Form 6166). You need to do this at least 45 days before you plan on departing. So I will give you some helpful hints to set your mind at ease. However, of course with any of this I would recommend that if you feel completely lost then just head on down to your local tax office to have them help you out. The application fee is $85.00 so you want to avoid making mistakes.

Now something to note is that for US applicants as long as you do not make more than $91,000 while you are abroad then you should not be required to pay any income tax to the United States. Yet, of course to avoid a red flag in the IRS’s system I would definitely still file even though you won’t have to pay anything. However, while you are escaping the grasps of Uncle Sam there are still taxes in South Korea. Luckily as incoming teachers we have the opportunity to embrace 2 years of tax exemption. After that 2 years of course we would have to start paying taxes in South Korea. For now though we are free of it.

Okay so are you guys ready? Let’s take a look at this form. Note: This will be from the perspective of a first time applicant and a USA resident.

Application: (http://www.irs.gov/pub/irs-pdf/f8802.pdf)

Instructions: http://www.irs.gov/pub/irs-pdf/i8802.pdf

The US Taxpayer Identification Number is your Social Security Number. I have had a few people who have asked me since they weren’t sure what it was. So pure and simple it’s just your SSN.

1. Enter your name and social security number.

2. Write in your permanent residential address for the year requested. I wrote in my parent’s address so that my mother (My 3rd Party Appointee) can handle my documents should it be necessary. Do not write in a PO Box since the IRS Instructions clearly state that they may reject P.O. Box address entered. They need to verify that you are residing in the USA. So be sure to put down your residential address.

3a. Where do you want this mailed to? Again I put my parent’s/my address since I currently live at home with my mother.

3b. Now you don’t have to give any appointee information unless it is your intention to have someone forward or receive the document. However, I chose to write down my mother just in case if some weird thing happened where I didn’t get the form in time. For those doing this for the August intake I would suggest it just because it took me 3 months to get mine because of a fluke in the IRS’s system.

4. I checked (a) for individual and U.S. citizen. However, you will need to check whichever option best applies to you.

Next Page: Enter your name.

5. Did you file taxes last year? Yes I did file taxes so I chose the form I used which was a 1040. However, some of you may not have filed taxes because you were students and didn’t work. In that case you would choose: No/Other and then state the reason. The reason could be student/no income.

6. If you chose No/student option and you were a dependent on your parent’s income taxes then you would need to enter their tax information: which form they used, basic information, address, and a parent’s social security number. Leave this area blank though if you chose the yes option on line 5.

7. 2013 (Calendar year for which the certification is requested)

8. I used the format, YYYYMM, however I have read other places where people have called the IRS and they use a form that has all years instead of months. So it’s up to you just make sure you call first if you want to go that route. This is just a fussy way of getting you to state that yes I did indeed file income taxes lol. I filed for 2012 and the last month of the calendar year for which I filed was 12. So YYYY= 2012 and MM= 12 so all together it is: 201212. That is the six digit number I entered. Be sure to read over the instructions or give the IRS a call to pick the best option for you.

9. Purpose of the certification: Income tax.

10. The perjury statement will depend on your own personal circumstances. See the instructions for the best option. Note for teachers: We do not have our contract dates so I would skip the teaching statement and use the standard statement. Call the IRS if you are unsure. Mine was: “This certification is given under penalties of perjury and to the best of my knowledge and belief; the statements are true, correct, and complete. (First and Last name), (social security number), is a U.S. resident and will continue to be throughout the current tax year.

Sign and print your name, Date, Phone number

Next Page: Worksheet for U.S. Residency Certification Application

Name, Social Security Number, 2013 (this year)

State how many copies you would like to receive. You do not need many because you are only going to present the original to your school and then give them a photocopy of it. Up to you though.

Payment Method: I chose to pay with a check made out to the United States Treasury for $85.00 and the check option’s address was: Internal Revenue Service, P.O. Box 71052,Philadelphia, PA 19176-6052.

They also have an Epay option found at: (http://www.irs.gov/uac/Electronic-Payment-of-User-Fees). Just select the 3rd option US Residency and click to leave the site option and it will take you to the Epay site. If you decided to do the Epay option then you would send your application to this address: Department of the Treasury, Internal Revenue Service, Philadelphia, PA 19255-0625.

Then according to the instructions they also have a Fax option although I would be iffy about that from years of working in an office setting since papers can get misplaced. Up to you though just be sure to include a cover sheet. Fax. You can fax up to 10 Forms 8802 (including all required attachments) for a maximum of 50 pages to the fax numbers below. A fax cover sheet stating the number of pages included in the transmission must be used.The following fax numbers are not toll-free:(267) 941-1035 or (267) 941-1366.

I hope this helped you out! I know IRS forms can be stressful and confusing. Don’t worry though just think of the positive outcome once you get to South Korea. Best wishes! 

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Residency Certificate is Back!

So today I went out to my mailbox and there it is my US residency certificate. Finally! It has taken forever to receive this document. As I covered in my Vlog US RESIDENCY CERTIFICATE WOES I talked about the weird issues I had during this process. Needless to say I am very much relieved that it has finally arrived. Here is what the two pages look like:

It seems silly that a simple document costs you $85.00. However, it is so worth it that we can avoid double taxation while it South Korea. I went into detail about the process of acquiring the US Residency Certificate in my previous post which you can see (here). Today has been a great day in terms of feeling as though I am moving forward in the EPIK process and my life. With the email from my coordinator, workouts, plans, and acquiring this document I am feeling good about things lately. Now my biggest hope is that I will get an NOA. I am feeling good about getting one since of course I passed my interview and I got all my documents in super quick. Keep your fingers crossed for me!

If you have any questions about the process or anything feel free to reply or send me a message! Thanks loves!

Waiting for the NOAs in June.

So my EPIK coordinator sent me a little update this morning. He was letting me know that my documents have passed the the full second screening and were ready to be recommended to an Office of Education. They just have to wait 3 weeks since the Offices of Education won’t start accepting candidates until that time. Its crazy to know that things are actually moving along even though it seems like time is standing still. I didn’t even expect to hear from my coordinator until the middle of the summer so its nice that he keeps sending me random updates. I hope so much that I get a Notice of Appointment. It will be such an exciting, scary, and stressful feeling all at the same time! I will have to figure out how to fit a years worth of necessities into a few suitcases lol. I am just looking forward to a new adventure.  So my EPIK coordinator sent me a little update this morning. He was letting me know that my documents have passed the the full second screening and were ready to be recommended to an Office of Education. They just have to wait 3 weeks since the Offices of Education won’t start accepting candidates until that time. Its crazy to know that things are actually moving along even though it seems like time is standing still. I didn’t even expect to hear from my coordinator until the middle of the summer so its nice that he keeps sending me random updates. I hope so much that I get a Notice of Appointment. It will be such an exciting, scary, and stressful feeling all at the same time! I will have to figure out how to fit a years worth of necessities into a few suitcases lol. I am just looking forward to a new adventure.

April 23, 2013

Process Update

 

What I have done so far… 

  • TEFL Certification ($295)
  • Teaching English to Young Learners Certification (Bonus: Free)
  • Fingerprinted (Free)
  • 2 Letters of Recommendation (Free)
  • College Diploma scan/copy Notarized & Sent for Apostille (Free Notary at Bank/$8 for apostille + Postage)
  • TEFL Certificate scan/copy has been notarized. (Free Notary)
  • FBI Criminal Record Check application sent in.  ($18 + Postage)
  • Application, Essay, and Lesson Plan.  
  • Passport ($150)
  • Updated resume.
  • Applied for Residency Certificate (USA) ($85 + Postage)
  • FBI Criminal Record Check needs sent to Washington, DC for apostille. ($8 + Postage)
  • Officially sent in Application.
  • Prep interview questions. 
  • Interview completed and I passed!
  • Sent documents to EPIK Office in Seoul ($89).

 Still Need To … 

  • Get my US Residency Certificate back in the mail.
  • Receive an NOA in June/July.
  • Visa

To be continued…

TIPS: EPIK Rejection: Facebook Group Etiquette

April 19, 2013

Okay so I have witnessed this more than once. People who either do not pass or are not granted an interview from EPIK and proceed to bash the program in EPIK’s own Facebook group! My advice? DO NOT DO THIS IF YOU WANT TO GET ACCEPTED INTO EPIK IN THE FUTURE! I feel like this goes without saying, but yet there’s another person doing it today for the whole EPIK team to see. No matter the situation you should never do this. The one thing I have realized post-college is that the work world is a small one, and if you think one negative post can’t rock your world it can! Do not do anything negative that can come back to bite you. Even if you doubt it could get back to you, believe me it can and will. I have seen it happen too many. Deal with rejection in a positive way, work harder, and think of it as one more obstacle that is out of your way. Perhaps you are meant for a different program or a better opportunity. Keep that in mind before you post anything filled with angst on the EPIK Facebook group. It does not serve you in anyway and only gives others a bad impression of you.

Documents 2nd Screening

April 15, 2013

I got an email from my EPIK Coordinator who screened my documents I sent in after my interview. He told me that everything looks good! So now all I have to do is wait until Mid-June-July to find out if I get an NOA from hopefully SMOE (1st choice location). I am just relieved to know that everything with my documents was okay and nothing has to be done on my end for now. All I can do is sit back and relax until the time comes for me to be all anxious/nervous in June lol. Now back to watching Coffee Prince.

EPIK NOA

April 11, 2013

Okay so lots of people have been asking things like “If you have been accepted by EPIK then why can’t you say you’re going for sure?” While yes it is an excellent sign that I have been accepted by EPIK and my documents are in, the fact remains that the screening process isn’t over. My documents I submitted still have to go through a second screening and have to be submitted to potential MOE/POE for their approval. If they find me a job in a specific location then they will send me a Notice of Appointment and a contract. Until you have that physical contract in hand the fact is that EPIK can reject you. I don’t want to jinx myself by saying I am officially going. If you Google it then you will find that there are a number of teachers who have been accepted by EPIK but did not receive an NOA. Of course positions are filled on a first come first served basis so my chances look good since my stuff is in early. I am hopeful and working hard to make my dream a reality. For now it is kind of out of my hands lol. Keep me in your wishes, prayers, or kind thoughts!