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IRS Form 8689 – Fillable PDF for USVI Income Tax Allocation

  1. Country USA
  2. Language English
  3. Activity Taxes
  4. Department Internal Revenue Service
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IRS Form 8689 – Fillable PDF for USVI Income Tax Allocation

Form 8689, Allocation of Individual Income Tax to the U.S. Virgin Islands, is used by taxpayers who have income sourced from the U.S. Virgin Islands (USVI). The form determines how much of your federal tax liability should be allocated to the USVI Bureau of Internal Revenue.

What Is Form 8689?

This one‑page form is divided into two parts:

  • Part I – Income from the USVI: List all USVI‑sourced wages, interest, dividends, business income, capital gains, and other taxable items.
  • Part II – Figure Your Exclusion: Calculate the percentage of your total income that is USVI‑sourced and apply it to your total tax liability.

How to Fill Out the Fillable PDF

Instead of downloading a static PDF and editing it with a third‑party program, use Formize’s built‑in PDF filler:

  1. Click the "Fill out this form" button on the page.
  2. Wait a few seconds while the Formize PDF Filler app loads the fillable version of Form 8689.
  3. Enter your personal information, SSN, and each income line exactly as it appears on your federal return.
  4. Review the calculations automatically performed in Part II.
  5. When finished, click "Download Completed Form" or print directly from the browser.

Common Mistakes to Avoid

  • Skipping Part I lines – Every USVI‑sourced income item must be reported; leaving a line blank can cause an inaccurate allocation.
  • Using the wrong tax year – Form 8689 must match the tax year of the federal return you are allocating.
  • Incorrect percentages – The percentage is calculated on the total USVI income divided by total worldwide income; the filler does this automatically, but double‑check the numbers.
  • Signing errors – The form requires a signature; the fillable PDF includes a digital signature field.

Where to Submit the Completed Form

After completing Form 8689, attach it to your federal tax return (Form 1040) when filing electronically, or mail it to the address indicated in the form’s instructions. The USVI Bureau of Internal Revenue also accepts a copy for their records.

Download the Official PDF

The official IRS version of Form 8689 is available for reference. Our fillable version mirrors the exact layout, ensuring compliance.

FAQ
  • Who must file Form 8689?

    Any U.S. taxpayer who has USVI‑sourced income and wants to allocate a portion of their federal tax liability to the U.S. Virgin Islands must file Form 8689.

  • Can I file Form 8689 electronically?

    Yes. When you e‑file your federal return, you can attach the completed Form 8689 PDF. The fillable version from Formize makes this process seamless.

  • What types of income are reported on Part I?

    Wages, salaries, tips, taxable interest, dividends, business income, capital gains, IRA distributions, pensions, rental income, farm income, unemployment compensation, and any other USVI‑sourced income.

  • Do I need a separate signature for Form 8689?

    A signature is required. The fillable PDF includes a digital signature field that satisfies the IRS requirement.

  • Where should I mail the completed Form 8689?

    If filing a paper return, mail it to the address listed in the form’s instructions. For electronic filings, attach the PDF to your Form 1040 submission.

HOW TO

How to fill out Form 8689 for free, online in 4 easy steps:

  1. 1
    Open the Fillable Form
    Click the "Fill out this form" button on the page. The Formize PDF Filler will load the interactive version of Form 8689.
  2. 2
    Enter Your Information
    Fill in your name, Social Security number, and each income line exactly as shown on your federal return. The filler auto‑calculates totals.
  3. 3
    Review and Sign
    Check the calculated percentages in Part II, correct any errors, and use the digital signature field to sign the form.
  4. 4
    Save or Print
    When you’re satisfied, click "Download Completed Form" to save a copy or print directly for mailing.
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Tax forms

Form 8689 is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.

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