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Which tax form should I fill out?

Updated

Fill W9 form if any of the following apply to you:

    • You are a  US Citizen
    • You are a resident of the U.S., meaning: Do you hold a valid green card, or Do you meet the substantial presence test for the current calendar year 
    • You are a dual citizen with one citizenship being the U.S.
    • You are  subject to taxation as a U.S. Citizen
    • You were  born in the U.S. and have not formally renounced U.S. Citizenship
    • or if you are an Entity incorporated in the US or if any of the following apply to you

We are not authorized to give tax advice. However, if you answered YES to the previous questions it would seem that you should submit a W9 (IRS instructions). If you have any doubts, please seek tax advice.

 

Fill W-8BEN form if any of the following apply to you:

  • You are an individual
  • You are NOT a U.S. person or national
  • None of the above statements apply to you
  • Your income is NOT effectively connected with the conduct of trade or business within the U.S?
  • You are NOT an intermediary
  • Are you NOT receiving compensation for personal services performed in the United States for which you are claiming a treaty benefit?

We are not authorized to give tax advice. However, from the information you have provided, it would seem that you should submit W-8BEN (IRS instructions). If you have any doubts, please seek tax advice.

 

Fill W-8BEN-E form if any of the following apply to you:

  • You are NOT an individual
  • The entity is NOT incorporated in the US
  • If the Answer to this question is NO Is the entity a foreign partnership, a foreign simple trust, or a foreign grantor trust (and not claiming treaty benefits)?
  • Is the income of the entity you represent effectively NOT connected with the conduct of trade or business within the U.S?
  • You are NOT representing a foreign government, an international organization, a foreign central bank of issue, a foreign tax-exempt organization or a foreign private foundation, or the government of a U.S. possession claiming the applicability of section(s) 115(2), 501(c), 892, 895, or 1443(b)?

We are not authorized to give tax advice. However, from the information you have provided, it would seem that you should submit W-8BEN-E (IRS instructions). If you have any doubts, please seek tax advice.

 

Fill W-8IMY form if any of the following apply to you

  • You are NOT an individual
  • The entity is NOT incorporated in the US
  • If  the entity is a foreign partnership, a foreign simple trust, or a foreign grantor trust (and  claiming treaty benefits)

We are not authorized to give tax advice. However, from the information you have provided, it would seem that you should submit W-8IMY (IRS instructions). If you have any doubts, please seek tax advice.

 

IMPORTANT: If none of the above cases apply to you, we recommend reaching out to an accountant or tax advisor directly, as we cannot provide tax advice.

 

See Also:

What is a W9 form?

What is a W-8BEN form?

What is a W-8BEN-E form?