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Form 8802 and Required/Not Required US tax returns

Form 8802 and Required/Not Required US tax returns

Old Apr 15th 2019, 8:25 pm
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Default Form 8802 and Required/Not Required US tax returns

Hello All,

We'll soon file form 8802 for a company pension (before applying for state pension) and recently realized that we might have something of a conundrum, with a mix of tax periods requiring residency certification, two of which required filing a US tax return and one of which (2018) didn't.

An option is to go ahead and file 1040 for 2018 even though it's not technically "required". Otherwise, if we can't answer both "yes" and "no" in section 5 regarding the requirement to file for the tax periods on which certification is based, would two forms (and an extra $85) be necessary? And presumably claiming state pension later wouldn't automatically propagate US resident status to the private pension as well? Thanks very much.

Last edited by Cgreen102; Apr 15th 2019 at 8:46 pm.
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