Form 4563 figures the income from American Samoa that a bona fide resident may exclude from gross income. You attach it to your Form 1040 or 1040-SR. RepeatForm helps when you complete it again: upload a Form 4563 you completed before and the current blank, then review.
Tested with the irs.gov edition dated Rev. September 2024
Plainly: this page helps most if you complete Form 4563 again for a new tax year, because the form asks about "the tax year" and a new year means a new form. The benefit is your name, social security number and the residence and employer details that stay the same. The dates, the days away and every amount are different each time. If this is your first and only Form 4563, the benefit is small.
irs.gov says "Use this form to figure the amount of income from American Samoa you may exclude from your gross income." The form adds "Use Form 4563 to figure the amount of income from American Samoa you may exclude from your gross income on your Form 1040 or 1040-SR (your tax return)." RepeatForm does not decide what you may exclude.
The form says "You generally qualify for the exclusion if you were a bona fide resident of American Samoa for the entire tax year and your income was" either "From sources within American Samoa, or" "Effectively connected with the conduct of a trade or business in American Samoa." It also says "You may not exclude amounts paid to you for services you performed as an employee of the U.S. Government or any of its agencies." Read the form's instructions and Pub. 570 to see how these rules apply to you.
Part I, General Information, asks for the "Type of living quarters in American Samoa," whether family lived with you, whether you "maintain any home(s) outside American Samoa," your employer's name and address, and the days you were away. Part II, Figure Your Exclusion, has one line for each kind of income, from "Wages, salaries, tips, etc." to "Farm income," and line 15 says "Add lines 7 through 14." On lines 7 through 14 the form says to "include only income that is from sources within American Samoa or effectively connected with the conduct of a trade or business in American Samoa."
The form says "To exclude your qualifying income from American Samoa, complete Form 4563 and attach it to your tax return." It also says "If you do not qualify for the exclusion, follow the instructions for your tax return." Two other points on the form: "You must report on your tax return your worldwide income for the tax year that does not qualify for the exclusion," and "If you claim the exclusion, you cannot take any deduction or credit on your tax return that is definitely related to the excluded income." RepeatForm gives no advice on these; the IRS instructions explain them.
Upload a Form 4563 you completed and the current blank; RepeatForm carries the matching answers across; you review them, then preview the PDF before you export. Use last year's copy as the source, then change what differs.
The IRS publishes a new Form 4563 when the form changes. Carrying an earlier copy into the new one works for many answers, but some fields are renamed or moved and match only partly, so check every line on the new form in Review before you export.
The PDF checked for this page is "Form 4563 (Rev. September 2024)". The About Form 4563 page on irs.gov links the current form. RepeatForm does not supply the blank form: get it from irs.gov.
Form 4563 is attached to a return. The main return has its own page: Form 1040.
If your return is Form 1040-SR, see Form 1040-SR.
Upload the two versions, check what matched, then inspect the finished PDF before paying.
Start with the Form 4563 you completed before and the current blank.
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irs.gov says "Use this form to figure the amount of income from American Samoa you may exclude from your gross income." The form says to attach it to your Form 1040 or 1040-SR. RepeatForm helps you reuse your details; it does not decide what you may exclude.
The form says "You generally qualify for the exclusion if you were a bona fide resident of American Samoa for the entire tax year" and your income came from sources within American Samoa or was effectively connected with a trade or business there. It also says "You may not exclude amounts paid to you for services you performed as an employee of the U.S. Government or any of its agencies." Read the instructions and Pub. 570 for your case.
The instructions are printed on the form itself, after the two parts. The form points to more detail: "Pub. 570 has more information on the general and special rules for completing Form 4563." The About Form 4563 page on irs.gov links the current form and Pub. 570.
The form says "If you do not qualify for the exclusion, follow the instructions for your tax return. Report all your taxable income, including income from U.S., foreign, and territory sources." RepeatForm gives no tax advice; ask a qualified adviser about your situation.
