US·UK Accountants

Glossary · US Tax

Substantial Presence Test

The Substantial Presence Test is the day-counting test that determines whether a non-citizen is a US tax resident. Passing it makes someone a US resident taxed on worldwide income; failing it generally means non-resident status and Form 1040-NR.

SH

By Sam H., Founder & Lead Advisor

ACCA · ACA · Reviewed by Katie M.

In more detail

The Substantial Presence Test counts days of US physical presence over a three-year weighted period: all days this year, a third of last year, and a sixth of the year before, with 183 as the threshold. Meeting it makes a non-citizen a US tax resident, filing Form 1040 on worldwide income. Not meeting it generally means non-resident status and Form 1040-NR on US-source income only. A closer-connection exception or treaty tie-breaker can override the count.

Does Substantial Presence Test apply to your situation?

Cross-border tax turns on the detail of your circumstances. Book a consultation and we'll tell you exactly where you stand.