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Form 9249: Questionnaire - Housing Exclusion
IRS Form 9249 is Questionnaire - Housing Exclusion, used to provide requested information for the examination of a tax return by taxpayers who claim housing exclusions. If original documentation is submitted, it will be returned at the conclusion of the examination.
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IRS Form 9249 - Questionnaire - Housing Exclusion
IRS Form 9249 is Questionnaire - Housing Exclusion, used to provide requested information for the examination of a tax return by taxpayers who claim housing exclusions. If original documentation is submitted, it will be returned at the conclusion of the examination.
Risk Radar
Scan points- 1Failing to provide original documentation when submitting it can cause delays in receiving your records back.
- 2Not listing the Taxpayer's name and address on Form 9249.
- 3Failing to write 'N/A.' when a field is not applicable.
- 4Omitting required documentation referenced by Line 10 (Itemize all housing expenses).
- 5Incorrectly answering Yes/No for Lines 4, 6, or 8 without supporting details.
Plain English
This form helps the Internal Revenue Service understand why you are claiming an exclusion related to housing expenses while living abroad. By completing Form 9249, you provide details about where you lived, whether your employer paid for housing, and any other relevant income or moving costs.
Submission Date
- Filing date: 2024-12-04 22:11:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when claiming housing exclusions related to living in a foreign country for tax purposes.
- Do not use Form 9249 when you have no applicable information; write "N/A." in the relevant fields instead.
- Check Form 2555 instead when receiving income from an employer in another year that was earned in the current tax year.
Form selector
Use this form or another form?
Claiming housing costs for a spouse or dependent
The form allows itemizing expenses for household members beyond just the taxpayer.
✓ Check before you continue
Self-employed and needing prior year proof
You must provide a complete copy of the preceding year's tax return to verify carryover costs.
✓ Check before you continue
Employer paid direct housing expenses
Fields exist to detail payments made directly by the employer to the property owner or for reimbursement.
✓ Check before you continue
Deadline or filing window
The filing is tied directly to the specific tax year shown at the top of Form 9249. While no hard deadline date is given, all requested information must be supplied for that indicated tax year.
Checklist
What you need before filling it out
Dates lived in foreign country
Specific dates for the tax year shown · Section 1 (Page 1)
Type of accommodation
Selection from House, Apartment, Mobile home, or Other (with explanation) · Section 3 (Page 1)
Employer housing payment details
Dollar amounts for owner payments and reimbursements · Section 7 (Page 1)
Income received from another year
Amount ($) and Year earned · Sections 11 & 12 (Page 2)
Moving expenses deduction
Dollar amount for moving expense deduction · Section 13a (Page 2)
Carryover housing costs (Self-employed)
Complete copy of preceding year's tax return and verification · Section 14 (Page 2)
Before you submit
- 1Fill out Taxpayer's name and address correctly at the top of Form 9249.
- 2Confirm the correct tax year is listed in the "In reply refer to:" section.
- 3If answering any question, write "N/A." if it does not apply on Form 9249.
- 4Ensure all itemized housing expenses are listed and a dollar amount is provided for each line in Section 10.
- 5For questions 6 and 7, clearly indicate Yes or No before detailing the amounts.
- 6If moving during the year, provide dates (Section 13a) and specific expense/reimbursement amounts (Sections 13b & 13c).
- 7Sign and date the Certification section of Form 9249 under penalty of perjury.
How to file this form
- 1Complete all requested information on IRS Form 9249, ensuring to write "N/A." when a field is not applicable.
- 2Itemize every housing expense in Section 10 and attach proof of payment for those expenses.
- 3Answer questions regarding employer payments (Sections 6 & 7) and any foreign government allowances (Section 8).
- 4Certify the accuracy of the statement by signing and dating IRS Form 9249 under penalty of perjury, then submit it.
Known limitations
- 1If a specific piece of information is not applicable, the filer must write "N/A." on Form 9249.
- 2The form requires taxpayers to provide details about housing expenses if they claim them; otherwise, the field for itemizing expenses can be left blank (though it should be addressed).
- 3For self-employed individuals, a complete copy of the preceding year's tax return and verification must be provided if there are carryover housing costs from the prior year.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition of IRS Form 9249 is Revision 5-2015, dated May 2015. The source does not point to a specific page for the latest information, but it confirms this revision date.
What changed or needs a fresh check
- Edition date — confirm May 2015
- Catalog Number — confirm 12664Q
- Mailing address — Not stated in the official source
- Signature — ensure Taxpayer's signature is present
- Tax Year — verify the correct tax year is listed at the top of Form 9249
Quick Facts
Downloads
After you file
- 1The filer must sign Form 9249 before sending it.
- 2The filer must keep a copy of the completed Form 9249 for their records.
- 3If original documentation is submitted with Form 9249, the IRS will return it to the taxpayer at the conclusion of the examination.
- 4If an error is found on the filed Form 9249, the filer should submit a corrected copy.
Sources
- SRCThe official title is Questionnaire - Housing Exclusion, and the form number is IRS Form 9249 (Rev. 5-2015) [Form p.1].
- SRCThe filer must provide their name and address on Form 9249 [Form p.1].
- SRCQuestion 1 asks for the dates lived in a foreign country for the tax year shown above [Form p.1].
- SRCQuestions 6, 7, and 8 require specific dollar amounts if 'Yes' is selected regarding employer involvement or government allowance [Form p.1].
- SRCItemized housing expenses must be listed on Form 9249 with corresponding amounts attached as proof of payment [Form p.1].
- SRCQuestion 13 requires providing the date moved, moving expense deduction amount, and employer reimbursement amount if a move occurred during the year shown [Form p.2].
Common confusion points
What if I don't know what question number refers to?
The form lists questions sequentially (1 through 14) and has line items for expenses; refer to the numbering next to each prompt.
→ Check the bolded numbers on Form 9249 itself.
Do I have to fill out every single field if it doesn't apply?
If a specific piece of information is not applicable, write "N/A."
Confusion
Why it happens
→ Safe check
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- If the move was not during the current year, a copy of Form 2555 must be attached.
Questions about IRS Form 9249
What is IRS Form 9249 used for?
This form helps the Internal Revenue Service understand why you are claiming an exclusion related to housing expenses while living abroad. By completing Form 9249, you provide details about where you lived, whether your employer paid for housing, and any other relevant income or moving costs.
Who must file IRS Form 9249?
Taxpayers must file IRS Form 9249 when providing requested information for the examination of their tax return.
What information does IRS Form 9249 require?
The form collects data via various sections, including details on dates lived in a foreign country (Line 1), whether you owned or rented accommodation (Line 4), and itemized housing expenses (Line 10).
When is IRS Form 9249 due?
The filing timing is tied to the tax year shown at the top of Form 9249; specific deadlines are not stated, but information must be provided for that designated tax year.
Where do I file IRS Form 9249?
The form should be submitted with the taxpayer's name and address listed on it. The instructions indicate this information assists the IRS in the examination of the tax return.
How do I complete IRS Form 9249?
First, complete all requested fields, such as listing dates lived abroad (Line 1) and itemizing expenses on Line 10. Next, ensure you answer Yes/No questions accurately for each scenario. Finally, sign and date the form under penalty of perjury.
What happens if IRS Form 9249 is filed incorrectly?
If original documentation is submitted with Form 9249, it will be returned to the filer at the conclusion of the IRS examination.
What if I don't know what question number refers to?
The form lists questions sequentially (1 through 14) and has line items for expenses; refer to the numbering next to each prompt. Check the bolded numbers on Form 9249 itself.
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