Questions tagged [form-w-8-ben]

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W8BEN form Tax Treaty details for an Indian student receiving a (Travel) Award from a US-based organization

I'm a Indian student living in India. I have been selected for a Travel Award for attending a conference in a country that is neither US nor India. However, the conference organization is US-based and ...
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Tax treaty details on RSU (W8 Form)

I am working from India in US based org and got the RSU, wo need to fill the W8 form and need help on below: Please select the Article, Paragraph, rate of withholding and income types claimed below:
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Which "special rates" to my case when filling out the W-8BEN Form

I'm a software engineer for a US-based company currently residing in India. When filling out the W-8BEN form, I am stuck at Part II (Claim of Tax Treaty Benefits). I am not sure which Article do I ...
Karan's user avatar
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Tax Treaty Article in W8 form for salaried Indian employees for selling listed and unlisted equities

I am an Indian citizen and I am employed in India. I have never been US resident or employed in US. I have received listed and unlisted both type of equities from my employers. For selling the both ...
ondway's user avatar
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Should I file a W-8 BEN for RSUs vesting while I'm in the US?

I just moved from Ireland to the US, mid-July 2022. I will not be considered a "US Person" because I'm not a US citizen and I will be staying less than 182 days in the US. I have some RSU ...
Alex's user avatar
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1 answer
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What parts of W8Ben to my overseas artists need to fill out?

I run a small online gaming company (sole proprietor LLC) and I frequently commission artists from both the US (whom I issue 1099s to, and will start to collect W9s from), but ALSO contract some work ...
poster9182737's user avatar
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If I file a W8-BEN form, is a 1042 necessary?

I am a Costa Rican national, living in Costa Rica and I do not spend 183 days a year in the US. I opened an investment account with a US broker, TradeStation, and they asked me to fill out a W8-BEN ...
Frederick van Lingen's user avatar
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Foreign person forgot to turn in W8-BEN

I am a foreign person living abroad. I own stocks with a US brokerage. I do not have SSN or ITIN. Last year, I forgot to submit W8-BEN. My brokerage did 24% W9 withholding on the dividends and gave me ...
ml-guy's user avatar
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1 answer
316 views

Claim of Tax Treaty Benefits of W-8BEN for New Zealand resident

I'm starting full-time remote employment with a US company soon, and they asked me to fill up the W-8BEN form. So what should I fill up on the part of Claim of Tax Treaty Benefits? I found that NZ has ...
sulaiman sudirman's user avatar
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Filing the W-8BEN as a working professional on an F-1 visa

I am an Indian citizen currently residing and working in the US. I am working for a company while on an F-1 visa (on my STEM OPT), having graduated 2 years ago. I had a few questions regarding filing ...
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Google Play Console - Fill tax information

I appreciate any help anyone can give me with this. I believe many other people are facing the same problem so this question could act as a reference point for them. I am trying to fill my tax ...
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What will happen if a client of mine sends the IRS an incorrect form?

A client is asking me to fill a W9 with my name and the LLC EIN instead of a W8 which seems to be wrong. What’s the worst that can happen if he sends the incorrect form to then IRS and who has to ...
mbalparda's user avatar
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1 answer
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W8 and/or W9 for disregarded LLC?

I incorporated an LLC as a nonresident non etbus sole owner and one of my clients is asking for a W9. When I offered a W8 instead, they declined and stated I need to provide them the W9. I’m looking ...
mbalparda's user avatar
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1 answer
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Checking one's status with the IRS

I'm not American. I was a resident alien and worked legally for 9 weeks in the US a few years ago. I received a US SSN. The job turned bad and I went back to Canada. I never filled a US tax form, but ...
Jeffrey's user avatar
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How to fill Part 2 - Claim of tax treaty benefits of W8-BEN for a resident Indian who is working as a software contractor for a US firm?

Under Special Rates and Condition in Part 2 - Claim of tax treaty benefits of W8-BEN form, I am not aware of what I can fill in the following fields: The beneficial owner is claiming the provisions of ...
Aakash Verma's user avatar
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1 answer
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W8-BEN for claiming treaty benefit on dividends for an Indian resident

I am an individual residing in India and will be filling form W8-BEN, in which I need help in filling the section PartII: Claim of Tax Treaty Benefits (Point 9 and 10): As of now my tax withholding ...
Tarun's user avatar
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Why does my bank wants me to send them a W-8BEN if I live in the US?

I have a bank account in Bank of America and they are adamant that I should send file a W-8BEN, even if I live in the US and I am taxable in the US. I already told them about that but they keep ...
Gabriel Diego's user avatar
2 votes
1 answer
374 views

W-8BEN and 1099

I have been a non-resident alien for a while with my residence now being in India. Previously, it was the USA. I understand that I am required to submit W-8BEN to my broker. Right now, I don't see any ...
user2371765's user avatar
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Form W-8BEN at multiple stock brokers

I am a non-resident alien. I have an existing US stock brokerage account. When I opened that account, I had to fill in and submit a W-8BEN form. Now, I am going to open a second US stock brokerage ...
Flux's user avatar
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Who pays the retroactive withholding tax - the withholding agent or me?

I am a non-US person and I have been receiving royalty payments from a US company since 2015. In 2020 the US company started to collect W-8BEN forms from its authors (like me) and apply a withholding ...
multigoodverse's user avatar
1 vote
0 answers
32 views

Investing in US Stock market from India

I am from India, want to invest in the US stock market, what article and % should I use in W-8 BEN for Tax Treaty, I checked IRS but was not able to find the correct article.
Prasad Chavan's user avatar
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What are the tax implications of a US account for a non-resident?

I've successfully opened a US checking bank account with Chase with my H1B-visa passport, listing the address of a friend of mine who is a national as my residence address. I've been wondering if ...
Friendly Contractor's user avatar
2 votes
1 answer
153 views

Request of W8BEN from bank

I am a foreigner who resides in the US, and I am a 'US person' from a fiscal point of view. Therefore, it is my understanding I should not file a W8BEN. Nevertheless, I have a bank account and some ...
S75's user avatar
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1 answer
5k views

My 14 year old Son has won prize money in the EPIC fornite competition - Tax on his winnings?

My 14 year old son born and living in the UK has winnings coming to him from competing in a USA based on-line gaming company (EPIC) international competition (the game is called Fortnite) and he has ...
mumdenise's user avatar
3 votes
1 answer
399 views

Does IRS require 30% tax from foreigners with w8-ben?

A company I collaborate with as an independent contractor, asks me to fill w8-Ben and they do not want to withhold taxes, they say what I do with the taxes is my problem. I am not US Citizen and my ...
John M.'s user avatar
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3 votes
1 answer
118 views

Taxes for "on the job" training for non U.S. Citizens and the W-8BEN

The Story: Two years ago two students from Germany went to U.S. to recieve a 4.5 months long "on the job" training at an international company. They each get a monthly allowance of 850$ via checks. ...
concerned's user avatar
2 votes
0 answers
348 views

Is it required to keep a Form W-8BEN when paying a foreign contractor?

Bob is a French citizen is a tax resident and permanent resident of the United States. Alice is not a U.S. person and works only outside the U.S. If Bob pays Alice for some work she performed, is it ...
Franck Dernoncourt's user avatar
2 votes
1 answer
95 views

Fill W-8ben If the bank account is not mine

I am not a US citizen or resident. I suppose to get money from a US company so I have to fill a W-8ben form. I want the company to transfer the money to a bank account of a friend of mine. In such ...
dafnahaktana's user avatar
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0 answers
81 views

Withholding Tax for Citizen of No Tax Treaty with US

I am a citizen and resident of Saudi Arabia, a country with no tax treaty with the US. I receive monthly royalties from Amazon as a designer in their print on demand platform (they sell t shirts of my ...
Mahozi's user avatar
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2 votes
0 answers
38 views

NRA who has unearned income on Form 1042-S

I need to recover taxes reported on a Form 1042-S for my grandchildren who are non native, Native Americans. Under the Dual Tax Avoidance Agreement / treaty between Germany/USA, I submitted a W8-BEN ...
Randy Vilcan's user avatar
1 vote
0 answers
205 views

Amex personal savings

I opened Amex personal savings when I lived in U.S. with U.S visa. But now I moved to Germany due to my job and no longer live in U.S. For TAX reason, Do I need to send W-8 BEN form to Amex national ...
Masa's user avatar
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5 votes
2 answers
672 views

Stock owned by minor reaching adult age

I am not a US person. My son (also not a US Person) has stock in a companies traded on the NYSE and held by an agent registry. (eg. Computershare). As he reaches 18, is there anything I need to ...
mckenzm's user avatar
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2 votes
1 answer
405 views

How can I now claim the benefits if I forgot to submit a W8?

I'm an international grad student in the US, and according to the tax treaty the US has with my country, my fellowship is tax exempt. However, I forgot to file the W8 form with my university, so for ...
grad005's user avatar
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6 votes
1 answer
2k views

How do I fill in a W-8BEN for for sites such as Zazzle as an individual?

I have have some cash sitting (and growing) in a Zazzle.com account for a while. In order to have this cash paid to me as a U.K. citizen still living in the U.K., I need to submit a W-8BEN form. I ...
Ross Drew's user avatar
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1 vote
0 answers
153 views

W8-BEN form for Indian student pursuing PhD in USA (NJ)

I got admitted to Rutgers as a PhD student and I'd be getting around $25.9k for my TA-ship each year. My department asked me to fill the W8-BEN form but I got stuck while filling fields 5 (SSN) , 7 (...
Soham's user avatar
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1 vote
1 answer
117 views

Claim Tax treaty for savings account in the US

Should I claim tax treaty benefits as an Indian working in the US on F1 Visa, non-resident status for tax purposes, on my w8 form? It was issued by my bank in US for holding a savings account with ...
marti H's user avatar
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2 votes
0 answers
951 views

tax identification number in W8-BEN - Canada specific question

I live in Canada and have done a contract job with a U.S. company, and they ask me to fill a W8-BEN form to pay me. I'm asked to note that on the W8-BEN Form either section 5 or section 6 must be ...
XoXo's user avatar
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5 votes
2 answers
4k views

Filling the W-8BEN Form as an Indian Student

EDIT : So, I also opened a thread in Topcoder's Forum and I filled the "Reference number" field as "-" and in the tax treaty section, I just filled my country and all the other boxes were filled with "...
Xonshiz's user avatar
  • 153
2 votes
1 answer
2k views

W8BEN of Indian individual

I need help in filling W8BEN form. I will use this to reduce (or zero) my 401K withholding (whenever I withdraw money) as there is a treaty between India & US. I am not sure what should I fill in ...
ashish's user avatar
  • 21
3 votes
0 answers
29k views

How to fill W-8BEN form as an Indian?

I'm a freelancer (individual), Indian citizen working from India and I've to fill the form W-8BEN for a client based in US. I receive the money from the US source into my savings account here in India ...
sgro's user avatar
  • 131
4 votes
1 answer
339 views

Regarding W-8-BEN for annuity inheritance

My father worked in USA for 11 months in 1985. He made contribution to an individual retirement plan (tiaa-cref) only during that period. The money since then has grown. He expired in 2016 aged 68 ...
Raj's user avatar
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