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FAQs. Download the forms that apply to you or your organization. See our Forms Help and Requirements or FAQs for help completing your form. Find the W-8 and W-9 IRS tax forms that Wells Fargo Corporate & Investment Banking must receive from clients.
An FFI may also request this form from you to document your account as other than a U.S. account. Give Form W-8BEN to the person requesting it before the payment is made to you, credited to your account, or allocated.
We use specific forms, such as IRS Forms 1099 and 1098, to annually report income and interest paid. You may have the option to set your delivery preferences for how you would like to receive your tax documents depending on the types of accounts you have.
8 wrz 2023 · Enter Form W-8BEN, which is filed by a foreign person or entity who is accepting payment for contracting services rendered by a US company. Here is a list of frequently asked questions about the Form, and how Aprio’s International Tax Team can help you navigate the filing process with accuracy and efficiency. 1.
If you receive certain types of income, you must provide Form W-8BEN to: • eEstablish that you are not a U.S. person; and • Claim that you are the beneficial owner of the income for which Form W-8BEN is being provided or a foreign partner in a partnership subject to section 1446(a).
Substitute Form W-8BEN. The substitute Form W-8BEN must contain all of the information required in Part I, lines 1 through 8. The certifications in Part II must be included in a substitute form only if treaty benefits are claimed, and then only to the extent that the certifications are required.
If you fail to provide a Form W-8, or do not resubmit a new W-8 when prompted upon the three-year expiration, additional withholding will apply. IBKR encourages its clients to consult with their tax advisors for further guidance on how to seek relief for any tax withheld.
