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W8 purpose Form: What You Should Know

S. Subsidiary for purposes of IRC 707. The form is used to: To certify the status of a foreign person or entity as a U.S.  Partner, or To report the net cash of the foreign person or entity from a U.S. source For the purpose of  reporting foreign income or foreign withholding, the form is required to show the foreign person or entity's  status on January 31 of the year for which the amount is required with the amount of foreign income and foreign withholding required on the following day. This is accomplished with a two-page form and the  U.S. taxpayer must provide all the required information on these forms. If you are a U.S.  Person filing Form W8BEN-E, you will need to provide the U.S. taxpayer's personal and financial  information and attachments. You will not need to provide Form W-Q if you need to submit a  w-8 for the taxable year. For certain foreign persons or entities not required to file Form W-8  Form W-8BEN — International Taxation, your Form W8BEN-E may be used when you  have a relationship with a person or entity in the United States that requires additional forms  and documents for U.S. tax withholding and reporting. The relationship between you and the  nonresident must be documented on the form by indicating the amount of the U.S. relationship or  information you have gathered about such other relationship. This Form W8BEN also  enables you to claim benefits or the benefits of the treaties. If a person or entity files  Form W-8BEN-E, the filing of U.S. tax return information may or may not be required. The  fact that the Form W-8BEN-E indicates the foreign person's or entity's U.S. status may or may  not affect the U.S. withholding and reporting obligations.

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Video instructions and help with filling out and completing W8 Form purpose

Instructions and Help about W8 Form purpose

Hello and welcome to our webinar on what you need to know about Forms W-8 and W-9. I'm your presenter today, Jimmy Sexton. Before we get started, just a brief housekeeping matter: this presentation was prepared for educational purposes only. This presentation is not legal or tax advice, nor is it to be construed as such. Each individual's circumstances are different, so you should seek legal and/or tax advice to address any specific questions you may have. A couple of other brief items: there are two handouts available for download from your GoToWebinar control panel. You can download Esquire Group's W-8 guide, and also this presentation is available for download in PDF format. A little bit about myself again: my name is Jimmy Sexton. My educational background includes a bachelor's degree in business administration with an emphasis in finance, a JD, and an LLM in international taxation. I'm the president of Esquire Group, and we have offices in Austria, Germany, the United Arab Emirates, and the United States. We specialize in international taxation, including tax issues facing US citizens and resident aliens living abroad, expatriation, investing or doing business abroad, and foreign investment in the US. I'm fluent in English and German. If any of you want to know more about me, feel free to check out my bio at the link on this slide. As we go through the information, feel free to type in any questions into your GoToWebinar control panel. And when we get to the end of the presentation, I'll do a Q&A period and do my best to answer all those questions. Please try to keep the questions very general, not related to your specific situation, as I'll skip over those. So first, we're going to start off by talking about what the W-8 series forms are in general,...