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CASPR · Client intake
Residency change intake
Question guide
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Form 8898 support

Residency change intake

The residency form your tax preparer sends, in plain English. Answer once here and get every answer laid out in the order of their form, ready to paste.

About 15 minutes · saves on this device as you go · Not sure is an acceptable answer

Works with the Zenith Advisors residency form Updated Wed Sep 30, 2026

Have these handy

  • Lease or closing statement
  • Driver's license and voter card
  • Flights or a calendar for the year
  • Your Act 60 decree if you have one

Stuck on 1 question

The question guide explains every question on their form and what to put.

Never enter Social Security numbers, account numbers or passwords here.

Step 1 of 10

About you

Your name as it appears on your tax return.

Required
Required
Enter a valid email
Step 2 of 10

The move

Which year, which direction and the date it happened.

The year of the return being prepared. Moved in 2025: pick 2025.

Required
Which way did you move?
Pick 1
Required

Your preparer's form calls this the date bona fide residence began or ended.

Which date do I use?

Use the day you actually started living there. For most people that is the day the lease started or the home closed and you moved in.

It is not January 1 unless you moved that day.

Your Act 60 decree or application lists a residency date. Use the same date unless your facts are different, then tell us why in the notes on the next step.

Form 8898 line 4 asks for this exact date.

Required
Step 3 of 10

Your homes

Where you lived before the move and where you moved to.

Previous home

Your last home before the move, even if you rented or stayed with family.

Required
Required
Required
Required
Required

Do not remember the day? Use the 1st of the month and say so in the notes below.

Required

The day you left for good.

Required

New home

The first home you moved into after the move. Moved again since? Put your current address in the notes below.

Required
Required
Required
Required
Required

This normally matches your move date from step 2.

Required
After the move, did you keep a home in the 50 states that you could use at any time?optional
What counts as a home?

A house, an apartment or a furnished room that is available to you at all times and not only for short stays.

A place you own and rent out does not count, unless you used it yourself for more than 14 days or 10% of the days it was rented, whichever is greater.

Source: IRS Instructions for Form 8898 (Rev. 10/2024).

Later moves, second homes, temporary stays or dates you estimated.

Step 4 of 10

Filing basics

How you file for US federal tax for that year.

The status on your federal return for that year.

Required
How do you file your federal return for that year?
Which one am I?

US citizens and green card holders file Form 1040. That is a U.S. resident return, even after a move to Puerto Rico.

Nonresident means a Form 1040-NR filer who is not a US citizen or green card holder.

Not sure what your preparer wants here? Pick Not sure and we follow up.

Pick 1
Before the move, what were you?
Pick 1
Did the change cover the whole tax year or part of it?

Moved mid year? Part of the year. Your preparer applies the year of the move rule.

Pick 1
Step 5 of 10

Where you spent your days

Count every day of the tax year, January 1 to December 31, including the months before you moved.

How the IRS counts. Any day you were in Puerto Rico at any time counts as a Puerto Rico day. A travel day that touched both the US and Puerto Rico counts as a Puerto Rico day.Source: IRS Instructions for Form 8898 (Rev. 10/2024)

Count my days for me

Optional. Add each trip you took during the year and the form counts from your move date. No trips? Skip to Use these numbers.

Enter a whole number, 0 to 366
Enter a whole number, 0 to 366
Enter a whole number, 0 to 366
Your days add up to 0 of 365
Enter the 3 day counts above.
Earlier yearsOptional · Form 8898 lines 6b and 6c

Visits count. Enter 0 if you were never there.

Step 6 of 10

Your tax home

Where your work or business was based during the year.

Tax home, in plain English. Your regular or main place of business or work. No regular place of work or business? Then it is the place where you regularly live.Source: IRS Instructions for Form 8898 (Rev. 10/2024)
Where was your tax home during the year?
Pick 1

Say where you worked or lived before the move and after it, with dates.

Required
Step 7 of 10

Your ties

Which place your life was tied to during the tax year.

Closer connection, in plain English. The IRS looks at where your home, family, banking, driver's license and memberships are and at the address you put on official forms. Form 8898 also asks where you vote and where you keep your car and belongings.Source: IRS Instructions for Form 8898 (Rev. 10/2024)
Where was your main home for most of the year?

Where you lived for more of the year.

Pick 1

City and state or territory. Not registered anywhere: write Not registered.

List both if you hold 2. Add the issue date if you know it.

Bank names and where each is based. No account numbers.

Gym, clubs, church and professional groups. Write None if you have none.

Furniture, clothes and car.

Do you have family in the 50 states?

Spouse, children, parents or siblings living there.

Pick 1
What do you keep in Puerto Rico?

Your preparer's form does not say which place it means. Tick what is in Puerto Rico now.

Which of these do you have in Puerto Rico?

Ticked None of these? Say where your main social and business ties are and why.

More for Form 8898Optional · saves a follow up question later

Bank and brokerage accounts, W-9s, insurance and your tax return.

Step 8 of 10

Work and income

Where you work from and what kinds of income you had.

Your employer's address, your office or your home if you work for yourself.

Required
What kinds of income did you have that year?
Pick at least 1

1 line per kind. Say who pays it and where the work or the asset is. Your preparer applies the sourcing rules.

Required
Any income from Puerto Rico sources?

Pay for work you did while there, rent from a property there or interest from a bank there.

Pick 1
Any income from the 50 states?

Pay for work you did while in the states, rent from a US property or dividends from US companies.

Pick 1
Do you need to file a US federal return for that year?

Not sure is a fine answer. Your preparer decides.

Pick 1
Do you need to file a Puerto Rico return for that year?

Not sure is a fine answer. Your preparer decides.

Pick 1

Your preparer's form asks for the type, where it comes from, the amount and a note.

More for Form 8898Optional · line 8
Did you earn more than $3,000 for work you did while in the 50 states that year?

Wages, salary and fees for services. Investment income does not count.

Step 9 of 10

Form 8898

The IRS form that reports your residency change.

What Form 8898 is. It tells the IRS you became or stopped being a bona fide resident of a US territory. It is required when your worldwide gross income for that year is more than $75,000. It is mailed to the IRS on its own, not with your tax return, by the due date of your Form 1040 including extensions. The penalty for not filing a required form is $1,000.Source: IRS Instructions for Form 8898 (Rev. 10/2024)
I understand a penalty can apply if Form 8898 is required and not filed
Pick 1

Say when and why. Skip it if your trips in step 5 cover it.

Step 10 of 10

Review and send

Sign below and send it to CASPR. Your answers are underneath, in the order of your preparer's form.

Required
Required
What sending does. CASPR gets your answers to review and keep on file. Nothing is filed with the IRS and nothing goes to your preparer from here. Paste your answers into their form and sign it there.
Your answer sheet

Every answer, under their question labels

Open the Zenith form

Tap the copy icon to copy an answer. On an address, tap a line to copy just that part.

Residency form answers · · CASPR