Form 4563, Exclusion of Income for Bona Fide Residents of American Samoa
Form 4563 figures how much income from American Samoa a bona fide resident can exclude from gross income on a US federal return. Fill in the official PDF below.
This is the genuine IRS PDF, unmodified. Source: IRS official page.
What is 4563?
Form 4563, Exclusion of Income for Bona Fide Residents of American Samoa, calculates the income you can leave out of gross income under the possession exclusion rules. It applies to income from sources within American Samoa, or effectively connected with a trade or business there, earned while you were a bona fide resident.
The form asks about your residence and physical presence in American Samoa and then walks through the excludable income. It attaches to Form 1040. Publication 570 covers the broader rules for income from US territories, and Form 8898 applies when you begin or end bona fide residence.
Who files 4563?
- Bona fide residents of American Samoa for the entire tax year who must file a US federal income tax return
- Taxpayers with wages or self-employment income from sources within American Samoa
- People with income effectively connected with a trade or business in American Samoa
- Not for excluding US government wages, which stay taxable; see the form instructions
How to fill out 4563
- Complete Part I with the dates of your bona fide residence in American Samoa and details about your household there.
- Answer the questions about your presence in and trips outside the territory during the year.
- List the income you received from sources within American Samoa in Part II.
- Figure the total exclusion and follow the instructions for how it interacts with your Form 1040 income lines.
- Download the completed PDF and attach it to the federal return you file for the year.
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Frequently asked questions
Who counts as a bona fide resident of American Samoa?
Generally someone who meets the presence test for the territory and does not have a tax home or closer connection elsewhere. The tests are specific, so review the Form 4563 instructions and Publication 570 before claiming the exclusion.
Can I exclude my US government salary with Form 4563?
No. Amounts paid for services as an employee of the United States or its agencies do not qualify for the exclusion, even if you are a bona fide resident of American Samoa.
Do I still have to file a US return if all my income is excluded?
You may. Filing requirements depend on your total income and situation, and the exclusion is claimed on the return itself, so many residents file Form 1040 with Form 4563 attached. Check the current instructions.