Timeline for Forced to file W-9 even not passing Substantial Presence Test
Current License: CC BY-SA 4.0
4 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Sep 30, 2019 at 20:31 | comment | added | Abs | You have all rights to submit W8 to your broker. Your bank/broker may request documents to complete the curing process. But they should not force you to fill W9 if you have enough proof for non resident of US. | |
| Sep 29, 2019 at 8:10 | comment | added | dave_thompson_085 | For details see chapter 1 of publication 519 on the IRS website -- based on past performance, the 2019 version won't be available until Feb. 2020, but AFAIK it shouldn't have any significant changes. | |
| Sep 27, 2019 at 18:48 | comment | added | user102008 | You can likely choose to become resident (at least for the latter part of the year) by using the First-Year Choice. If you are married, you can then choose to become resident for the whole year if you file jointly. | |
| Sep 27, 2019 at 6:03 | history | asked | Qian | CC BY-SA 4.0 |