4 votes
Accepted

Can I choose to be a resident alien tax purposes in the USA and waive my tax treaty rights?

The fact that you are a nonresident alien for US tax purposes for the first few years is based purely on US rules, and does not involve a tax treaty at all. See Publication 519 for more details on who ...
user102008's user avatar
  • 17.2k
3 votes
Accepted

Do the French tax authorities require French Forms 5000 and 5002 to be original, or can they be copies/scans?

In my personal experience as a French resident, in such circumstances, since forms/information are submitted sur l'honneur a facsimile of a form correctly completed and signed would be regarded as a ...
graham's user avatar
  • 787
3 votes

Can you choose to pay tax twice under a double-taxation agreement?

A double tax treaty is not a declaration that you are non-resident in one country or another. Rather it is an agreement not to charge you tax twice, whatever your residence. Using it should not change ...
DJClayworth's user avatar
  • 33.4k
2 votes

Dollar limit for Canada-US income tax treaty?

There are two methods of claiming a reduction on your US taxes due to taxes paid in Canada on the same income [typically applicable to a US citizen living in Canada, who files taxes in both countries ...
Grade 'Eh' Bacon's user avatar
2 votes
Accepted

double taxation when more than two countries are involved

So, effectively, I have been taxed three times on my Indian interest. Does that sound correct? Yes. Tax treaties are usually bilateral. There may be a Spanish-US tax treaty, Indo-US tax treaty, and a ...
littleadv's user avatar
  • 174k
2 votes

How do I determine the residence for tax treaty benefits on W8-BEN form?

I'm assuming that you were in Canada temporarily on a visa, and have no Canadian citizenship (since you have Indian), nor a Canadian permanent resident (given that you've left for a long period to ...
littleadv's user avatar
  • 174k
2 votes

Can you choose to pay tax twice under a double-taxation agreement?

You generally have to explicitly claim treaty benefits, so yes - you could just pay the full tax in both places. You might want to confirm with a Portuguese and a British tax advisor for the specifics ...
littleadv's user avatar
  • 174k
2 votes

What are 'separate items resourced by treaty' all about?

This is generally used to apply treaty provisions on income that would otherwise be sourced to the US, or several other different use cases, none of which is applicable to your case of New Zealand ...
littleadv's user avatar
  • 174k
1 vote

How do I get relief from double taxation on New Zealand interest under treaty when I have a net foreign passive loss?

Seems to me now that I was just misunderstanding what the source of capital gains income actually is. In the specific case of New Zealand, capital gains on sales of New Zealand assets, as long as they ...
Tim Lovell-Smith's user avatar
1 vote
Accepted

Is the signature of a non-US branch of a US financial institution accepted by the French tax authorities for French Form 5000 a.k.a. CERFA 5000?

According to the public servant I discussed with from the French tax authorities, the signature of a non-US branch of a US financial institution is not accepted by the French tax authorities for ...
Franck Dernoncourt's user avatar
1 vote

Criteria applied for residency if none of the countries is claiming the individual as resident

Technically it is possible to not be resident of any place for tax purposes. For example, Britain and Canada did not consider you resident for tax purposes if you were outside the country for more ...
DJClayworth's user avatar
  • 33.4k
1 vote
Accepted

What can I do if my French financial institution refuses to complete their part of French Form 5000 and 5002?

Great information from d4m1en on https://redd.it/k104iy: Step 1: write to customer service SOGECAP Service Relations Clients 42, boulevard Alexandre Martin 45057 Orléans Cedex 1 Phone 09 69 362 362 ...
Franck Dernoncourt's user avatar

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