Simplified Instructions for Completing Form 8233 For Short Term International Visitors
Do not use these instructions if you:
Download the Form 8223 from the IRS website
Form must be completed legibly and in ink or you can type into the PDF and print before signing.
Above Part I
Insert applicable tax year in the space provided, i.e. the calendar year in which you received the payment for which you are claiming a tax treaty exemption.
1 - Print your name
2 - Enter your Social Security or ITIN Number. You must have this number, or attach a copy of your W-7 form as proof of application.
3 - Optional - Foreign Taxpayer Number (Enter if your country of residency issues one)
4 - Permanent address: Enter your home address in your country of residence.
5 - Your local U.S. address: (Enter "University of Puget Sound, 1500 N Warner St, Tacoma, WA 98416") *Unless you have another address in the U.S.
6 - U.S. Visa Type: Enter your current visa type (e.g., J-1, B-1, B-2, etc, or "none" if you do not have, or are not required to have a visa.)
7 - If you are NOT a citizen of Canada or Mexico:
8 - Date of Entry: Generally, enter the date of arrival shown on your current I-94 (download your I-94 here). However, if you are claiming a tax treaty benefit determined by reference to more than one date of arrival, enter the earliest.
9 - Current Status:
10 - Leave blank unless you are claiming an exemption based on the article related to being a teacher or a student.
11 - Compensation for independent services:
12 - Treaty name and article number:
13 - Leave blank
14 - Enter: "Compensation will be claimed in country of permanent residence and should not be taxed in the United States as provided under the tax treaty named above".
15 - Leave blank
16 - Leave blank
17 - Leave blank
18 - Leave blank
Part III: Sign and date this form.